VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
851
MTM Investment Management
South Carolina
$14.5K -$7.57K -56 -34%
RBC
852
Romano Brothers & Co
Illinois
$13.9K +$13.9K +103 New
SC
853
SouthState Corp
Florida
$13.1K -$30K -222 -70%
GWANC
854
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1K – – –
AWM
855
Abound Wealth Management
Tennessee
$12.5K -$2.56K -19 -17%
M
856
MOTCO
Texas
$12.2K – – –
National Bank of Canada
857
National Bank of Canada
Quebec, Canada
$12.2K – – –
CBT
858
Central Bank & Trust
Kentucky
$11.2K – – –
Qube Research & Technologies (QRT)
859
Qube Research & Technologies (QRT)
United Kingdom
$11.1K -$476K -3,516 -98%
MLA
860
MB, Levis & Associates
Pennsylvania
$10.4K +$10.4K +77 New
MG
861
MilWealth Group
Wisconsin
$10.2K – – –
AIP
862
Ameritas Investment Partners
Nebraska
$10.1K – – –
NC
863
NewSquare Capital
Pennsylvania
$10K +$10K +74 New
RIA
864
Realta Investment Advisors
Delaware
$9.82K +$1.48K +11 +18%
CTB
865
Country Trust Bank
Illinois
$9.2K – – –
BA
866
Bellwether Advisors
Nebraska
$8.79K – – –
MIA
867
Milestone Investment Advisors
Wisconsin
$8.6K +$8.6K +64 New
HWA
868
HHM Wealth Advisors
Tennessee
$8.52K – – –
OA
869
Operose Advisors
Wisconsin
$8.39K – – –
MWM
870
Mascoma Wealth Management
New Hampshire
$8.11K +$8.11K +60 New
HS
871
Horan Securities
United States
$7.34K +$408 +3 +6%
CP
872
Castleview Partners
Texas
$7.3K – – –
FCAG
873
First Capital Advisors Group
New Jersey
$7.2K -$4.08K -30 -36%
DWA
874
Delos Wealth Advisors
Texas
$6.9K – – –
BBPWM
875
Blue Bell Private Wealth Management
Pennsylvania
$6.76K – – –
33 34
35
36 37