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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
CGA
901
Crescent Grove Advisors
Illinois
-$207K -1,378 Closed
FLPIM
902
F.L. Putnam Investment Management
Massachusetts
-$206K -1,369 Closed
HSWM
903
Hubbell Strickland Wealth Management
Louisiana
-$204K -1,356 Closed
ECG
904
Edge Capital Group
Georgia
-$201K -1,335 Closed
DWM
905
Dakota Wealth Management
Florida
-$200K -1,329 Closed
CWS
906
Confluence Wealth Services
Pennsylvania
-$67K -450 Closed
HFS
907
Horizon Financial Services
North Carolina
-$44.2K -294 Closed
CA
908
Cornerstone Advisory
Maryland
-$35K -233 Closed
FGAM
909
Financial Gravity Asset Management
Texas
-$33 -226 Closed
RPCONE
910
Retirement Planning Company of New England
Rhode Island
-$33K -220 Closed
SFPG
911
Stonebridge Financial Planning Group
Florida
-$30K -210 Closed
CA
912
CoreCap Advisors
Michigan
-$20K -131 Closed
AWA
913
Aquire Wealth Advisors
Utah
-$14K -91 Closed
AC
914
AlphaCore Capital
California
-$12K -80 Closed
FCG
915
Financial Connections Group
California
-$11K -79 Closed
SF
916
SBK Financial
Virginia
-$10K -66 Closed
HNWA
917
Henrickson Nauta Wealth Advisors
Michigan
-$8K -57 Closed
CF
918
Concorde Financial
Texas
-$7K -47 Closed
TC
919
Truvestments Capital
Florida
-$6K -41 Closed
TCWM
920
Total Clarity Wealth Management
Illinois
-$3K -18 Closed
CWM
921
CarsonAllaria Wealth Management
Illinois
-$2K -13 Closed
PA
922
PSI Advisors
Florida
-$2K -12 Closed
BHWM
923
Beaird Harris Wealth Management
Texas
-$1K -8 Closed
MAM
924
Meeder Asset Management
Ohio
+$147 +1 New
FCAS
925
First Command Advisory Services
Texas
+$441 +3 New

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.