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Vanguard Mid-Cap Value ETF
VOE

905 hedge funds and large institutions have $9.43B invested in Vanguard Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 335 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $6.81M | Put options by funds: $1.01M

22% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 68

0.33% less ownership

Funds ownership: 61.32% → 60.99% (-0.33%)

1% less funds holding

Funds holding: 912 → 905 (-7)

2% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 335

14% less capital invested

Capital invested by funds: $11B → $9.43B (-$1.58B)

15% less funds holding in top 10

Funds holding in top 10: 67 → 57 (-10)

Holders
905
Holders Change
-7
Holders Change %
-0.77%
% of All Funds
14.42%
Holding in Top 10
57
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.93%
% of All Funds
0.91%
New
83
Increased
328
Reduced
335
Closed
68
Calls
$6.81M
Puts
$1.01M
Net Calls
+$5.8M
Net Calls Change
+$1.69M

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$27M
2
Wells Fargo
Wells Fargo
California
+$15.9M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$15.5M
4
CSPAM
Cary Street Partners Asset Management
Virginia
+$15M
5
MGIA
Moneta Group Investment Advisors
Missouri
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$50.5M
2
CG
Colony Group
Massachusetts
-$39.7M
3
Morgan Stanley
Morgan Stanley
New York
-$16.6M
4
Bank of America
Bank of America
North Carolina
-$14.8M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
901
RFP Financial Group
Georgia
$1.31K -$336K -2,422 -100%
MCI
902
MRP Capital Investments
Georgia
$1.21K +$1.25K +9 New
GWSA
903
Global Wealth Strategies & Associates
Colorado
$938 – – –
CA
904
Crewe Advisors
Utah
$269 +$277 +2 New
BA
905
Bristlecone Advisors
Washington
$135 +$139 +1 New
FIM
906
FWL Investment Management
Texas
$134 – – –
EC
907
Estate Counselors
Wisconsin
– -$9.37M -69,289 Closed
TA
908
Tactive Advisors
Florida
– -$6.23M -46,065 Closed
TWA
909
Tillar-Wenstrup Advisors
Ohio
– -$4.88M -36,111 Closed
FIA
910
Foundations Investment Advisors
Arizona
– -$3.06M -22,640 Closed
LFA
911
LGT Financial Advisors
Texas
– -$2.02M -14,932 Closed
CG
912
Corundum Group
Colorado
– -$1.77M -13,078 Closed
CWMGP
913
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$1.36M -10,079 Closed
TL
914
Tradewinds LLC
North Carolina
– -$370K -9,493 Closed
AA
915
AlphaQ Advisors
Florida
– -$1.23M -9,101 Closed
AFA
916
Arlington Financial Advisors
California
– -$1.18M -8,717 Closed
MAWA
917
Moss Adams Wealth Advisors
Washington
– -$1.06M -7,832 Closed
CWA
918
Clarus Wealth Advisors
Arizona
– -$1.01M -7,227 Closed
NLP
919
Next Level Private
New York
– -$835K -5,991 Closed
Renaissance Technologies
920
Renaissance Technologies
New York
– -$771K -5,700 Closed
KCM
921
Kennedy Capital Management
Missouri
– -$689K -5,094 Closed
GWA
922
GGM Wealth Advisors
Maryland
– -$395K -2,835 Closed
DWM
923
Defined Wealth Management
Oregon
– -$378K -2,793 Closed
VFA
924
Valeo Financial Advisors
Indiana
– -$359K -2,654 Closed
EW
925
Evoke Wealth
California
– -$334K -2,466 Closed
35 36
37
38 39

VOE Hedge Fund Activity: Q1 2023 in Review

905 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2023, worth a combined $9.43B — down 14% from $11B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VOE positions and 68 closed out — a net gain of 15 holders — while 328 added to existing stakes and 335 trimmed.

The largest buyer was Betterment LLC, adding an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $50.5M.

  • 905 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2023, down from 912 in Q4 2022.
  • Funds reported $9.43B of Vanguard Mid-Cap Value ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 83 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2023 and 68 closed out, a net change of +15 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2023 was Betterment LLC, an estimated $27M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2023.