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Vanguard Mid-Cap Value ETF

875 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
876
Oxinas Partners Wealth Management
Indiana
-$3.76M -25,029 Closed
FTS
877
Fifth Third Securities
Ohio
-$3.68M -24,470 Closed
AIA
878
Acute Investment Advisory
Arizona
-$2.19M -14,547 Closed
TC
879
TAP Consulting
Missouri
-$2.1M -13,996 Closed
NW
880
NewEdge Wealth
Pennsylvania
-$1.82M -12,080 Closed
CAM
881
Crestone Asset Management
Colorado
-$1.71M -11,400 Closed
Susquehanna International Group
882
Susquehanna International Group
Pennsylvania
-$1.21M -8,210 Closed
KWP
883
Keystone Wealth Partners
Arizona
-$1.23M -8,156 Closed
CWM
884
Congress Wealth Management
Massachusetts
-$716K -4,760 Closed
COF
885
Capital One Financial
Virginia
-$501K -3,331 Closed
JSW
886
Journey Strategic Wealth
New Jersey
-$443K -2,948 Closed
SEM
887
Strategic Equity Management
Arizona
-$390K -2,591 Closed
Fisher Asset Management
888
Fisher Asset Management
Washington
-$386K -2,567 Closed
JCIA
889
Jackson Creek Investment Advisors
Colorado
-$371K -2,466 Closed
PG
890
Prostatis Group
Maryland
-$322K -2,143 Closed
VWM
891
Venturi Wealth Management
Texas
-$320K -2,126 Closed
PA
892
PFG Advisors
Arizona
-$298K -1,981 Closed
MAG
893
MRA Advisory Group
New Jersey
-$294K -1,958 Closed
CHP
894
Cable Hill Partners
Oregon
-$272K -1,810 Closed
DP
895
Dearborn Partners
Illinois
-$251K -1,670 Closed
CCM
896
Crabel Capital Management
California
-$243K -1,619 Closed
KCM
897
Kennedy Capital Management
Missouri
-$236K -1,567 Closed
HSA
898
HBK Sorce Advisory
Pennsylvania
-$231K -1,538 Closed
OC
899
Oppenheimer & Co
New York
-$222K -1,475 Closed
KPW
900
Kore Private Wealth
New York
-$209K -1,392 Closed

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.