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 %
FSWA
901
Financial Synergies Wealth Advisors
Texas
$1.68K – – –
ZIG
902
Zullo Investment Group
Pennsylvania
$1.62K – – –
AIA
903
Arcadia Investment Advisors
Idaho
$1.49K – – –
KOMWMG
904
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1K +$1K +5 New
GWSA
905
Global Wealth Strategies & Associates
Colorado
$947 +$947 +7 New
CCM
906
Cribstone Capital Management
Maine
$236 -$118 -1 -33%
LOIP
907
Live Oak Investment Partners
Texas
$135 – – –
FIM
908
FWL Investment Management
Texas
$135 – – –
CMP
909
Coston McIsaac & Partners
Maine
$22 – – –
Toronto Dominion Bank
910
Toronto Dominion Bank
Ontario, Canada
– -$4.87M -40,000 Closed
KCM
911
Karp Capital Management
California
– -$2.47M -20,243 Closed
MA
912
MUFG Americas
New York
– -$2.31M -18,993 Closed
Susquehanna International Group
913
Susquehanna International Group
Pennsylvania
– -$2.19M -17,948 Closed
NWM
914
Northwest Wealth Management
Iowa
– -$788K -6,474 Closed
DAM
915
Derbend Asset Management
Georgia
– -$741K -6,088 Closed
Millennium Management
916
Millennium Management
New York
– -$687K -5,644 Closed
SLA
917
Silver Lake Advisory
Utah
– -$468K -3,842 Closed
TSW
918
Thompson Siegel & Walmsley
Virginia
– -$454K -3,731 Closed
IGWM
919
ICA Group Wealth Management
Colorado
– -$386K -3,172 Closed
YIH
920
Y-Intercept (HK)
Hong Kong
– -$363K -2,981 Closed
CCFM
921
Clear Creek Financial Management
Washington
– -$328K -2,695 Closed
MWM
922
MorganRosel Wealth Management
Colorado
– -$290K -2,385 Closed
BBA
923
BLB&B Advisors
Pennsylvania
– -$246K -2,016 Closed
OPW
924
Oxler Private Wealth
New York
– -$226K -2,000 Closed
DTL
925
Dynamic Technology Lab
Singapore
– -$230K -1,890 Closed
34 35 36
37
38