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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 %
IF
876
Integrity Financial
Wyoming
$6.76K – – –
LFA
877
Legend Financial Advisors
Pennsylvania
$6.22K – – –
FCMT
878
Founders Capital Management (Texas)
Texas
$6K – – –
TVWM
879
Tower View Wealth Management
Wisconsin
$6K – – –
CWA
880
Core Wealth Advisors
Florida
$5.82K – – –
SIC
881
SJS Investment Consulting
Ohio
$5.68K – – –
GWM
882
Guardian Wealth Management
Illinois
$5.64K +$134 +1 +2%
TFM
883
TFC Financial Management
Massachusetts
$4.77K – – –
TAM
884
Townsend Asset Management
North Carolina
$4.73K – – –
LF
885
Lee Financial
Texas
$4.73K – – –
TAM
886
Tucker Asset Management
Colorado
$4.35K +$4.35K +32 New
JMF
887
Johnson Midwest Financial
Iowa
$4K – – –
JGCM
888
Joseph Group Capital Management
Ohio
$4K +$148 +1 +4%
KM
889
Kalos Management
Georgia
$3.92K +$3.92K +29 New
JWM
890
Janiczek Wealth Management
Colorado
$3.85K – – –
LWANC
891
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25K – – –
DAC
892
Dividend Assets Capital
South Carolina
$3K – – –
EWM
893
Endurance Wealth Management
Rhode Island
$3K +$3K +23 New
VCM
894
Versant Capital Management
Arizona
$2.98K – – –
AA
895
Addison Advisors
Vermont
$2.71K – – –
PP
896
PFS Partners
New Jersey
$2.11K +$132 +1 +7%
CAS
897
Coppell Advisory Solutions
Texas
$2.03K +$2.03K +15 New
CASC
898
Coppell Advisory Solutions Corp
Texas
$2.03K +$2.03K +15 New
MM
899
Main Management
California
$2K -$1.25K -10 -38%
MIM
900
Macroview Investment Management
Maryland
$1.89K – – –
34 35
36
37 38