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Vanguard Mid-Cap Value ETF
VOE

912 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, 319 increasing their positions, 298 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 40

78% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $5.29M

29% more capital invested

Capital invested by funds: $8.56B → $11B (+$2.45B)

20% more funds holding in top 10

Funds holding in top 10: 56 → 67 (+11)

11% more funds holding

Funds holding: 824 → 912 (+88)

7% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 298

0.42% more ownership

Funds ownership: 60.9% → 61.32% (+0.42%)

Holders
912
Holders Change
+88
Holders Change %
+10.68%
% of All Funds
14.66%
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
319
Reduced
298
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

Rank Fund Capital Flow
1
SFC
SYM Financial Corp
Indiana
+$55.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.4M
3
Bank of America
Bank of America
North Carolina
+$47.7M
4
CG
Colony Group
Massachusetts
+$41.1M
5
Wells Fargo
Wells Fargo
California
+$37.1M

Top Sellers

Rank Fund Capital Flow
1
FWI
Facet Wealth Inc
Maryland
-$81.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$48.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.7M
4
PPW
Parcion Private Wealth
Washington
-$31M
5
TF
TIAA FSB
Florida
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
901
Coppell Advisory Solutions
Texas
$2.03K +$2.01K +15 New
CASC
902
Coppell Advisory Solutions Corp
Texas
$2.03K +$2.01K +15 New
MM
903
Main Management
California
$2K -$1.34K -10 -38%
MIM
904
Macroview Investment Management
Maryland
$1.89K – – –
FSWA
905
Financial Synergies Wealth Advisors
Texas
$1.68K – – –
ZIG
906
Zullo Investment Group
Pennsylvania
$1.62K – – –
AIA
907
Arcadia Investment Advisors
Idaho
$1.49K – – –
KOMWMG
908
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1K +$671 +5 New
GWSA
909
Global Wealth Strategies & Associates
Colorado
$947 +$939 +7 New
CCM
910
Cribstone Capital Management
Maine
$236 -$134 -1 -33%
FIM
911
FWL Investment Management
Texas
$135 – – –
LOIP
912
Live Oak Investment Partners
Texas
$135 – – –
CMP
913
Coston McIsaac & Partners
Maine
$22 – – –
Toronto Dominion Bank
914
Toronto Dominion Bank
Ontario, Canada
– -$4.87M -40,000 Closed
KCM
915
Karp Capital Management
California
– -$2.46M -20,243 Closed
MA
916
MUFG Americas
New York
– -$2.31M -18,993 Closed
Susquehanna International Group
917
Susquehanna International Group
Pennsylvania
– -$2.41M -17,948 Closed
NWM
918
Northwest Wealth Management
Iowa
– -$788K -6,474 Closed
DAM
919
Derbend Asset Management
Georgia
– -$741K -6,088 Closed
Millennium Management
920
Millennium Management
New York
– -$687K -5,644 Closed
SLA
921
Silver Lake Advisory
Utah
– -$468K -3,842 Closed
TSW
922
Thompson Siegel & Walmsley
Virginia
– -$454K -3,731 Closed
IGWM
923
ICA Group Wealth Management
Colorado
– -$386K -3,172 Closed
YIH
924
Y-Intercept (HK)
Hong Kong
– -$363K -2,981 Closed
CCFM
925
Clear Creek Financial Management
Washington
– -$328K -2,695 Closed
35 36
37
38 39

VOE Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2022, worth a combined $11B — up 29% from $8.56B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new VOE positions and 40 closed out — a net gain of 108 holders — while 319 added to existing stakes and 298 trimmed.

The largest buyer was SYM Financial Corp, opening a new position worth an estimated $55.2M. The largest seller was Facet Wealth Inc, cutting an estimated $81.7M.

  • 912 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2022, up from 824 in Q3 2022.
  • Funds reported $11B of Vanguard Mid-Cap Value ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 148 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2022 and 40 closed out, a net change of +108 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2022 was SYM Financial Corp, an estimated $55.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2022 was Facet Wealth Inc, an estimated $81.7M sold.

Based on aggregated 13F filings for Q4 2022.