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Vanguard Mid-Cap Value ETF

840 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
876
Capital Advisors Wealth Management
Washington
-$227K -1,516 Closed
AHC
877
Anderson Hoagland & Co
Missouri
-$225K -1,503 Closed
SIMG
878
Sonora Investment Management Group
Arizona
-$224K -1,501 Closed
CNBT
879
Cornerstone National Bank & Trust
Illinois
-$224K -1,497 Closed
AC
880
Abbrea Capital
California
-$222K -1,486 Closed
Deutsche Bank
881
Deutsche Bank
Germany
-$220K -1,469 Closed
PL
882
Plancorp LLC
Missouri
-$214K -1,431 Closed
B
883
Bailard
California
-$214K -1,429 Closed
NF
884
Nikulski Financial
Iowa
-$212K -1,418 Closed
EWM
885
Endowment Wealth Management
Wisconsin
-$210K -1,406 Closed
RIM
886
Reynolds Investment Management
South Carolina
-$208K -1,393 Closed
TFA
887
Triad Financial Advisors
North Carolina
-$208K -1,392 Closed
SEP
888
Southland Equity Partners
Missouri
-$208K -1,391 Closed
TIAM2
889
Tru Independence Asset Management 2
Oregon
-$208K -1,389 Closed
AWA
890
Acorn Wealth Advisors
Michigan
-$207K -1,383 Closed
GAB
891
German American Bancorp
Indiana
-$207K -1,382 Closed
AAS
892
Annex Advisory Services
Wisconsin
-$204K -1,364 Closed
AGA
893
Arkos Global Advisors
Texas
-$201K -1,344 Closed
FCBT
894
First Citizens Bank & Trust
North Carolina
-$201K -1,344 Closed
FAG
895
Fortitude Advisory Group
Washington
-$124K -826 Closed
ADL
896
Asset Dedication LLC
California
-$121K -814 Closed
FCT
897
First Community Trust
Iowa
-$87K -578 Closed
CSIA
898
Conrad Siegel Investment Advisors
Pennsylvania
-$64K -430 Closed
EWM
899
EPG Wealth Management
Georgia
-$50K -334 Closed
MFA
900
McClarren Financial Advisors
Pennsylvania
-$48K -325 Closed

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.