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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
EK
76
Evensky & Katz
Florida
$16.7M -$328K -2,228 -2%
AF
77
Allworth Financial
California
$16.7M +$4.51M +30,655 +38%
SWM
78
Shakespeare Wealth Management
Wisconsin
$16.6M +$319K +2,168 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$16.2M +$6.69M +45,457 +72%
TWP
80
Total Wealth Planning
Ohio
$16.2M +$8.8M +59,862 +124%
LNB
81
Ledyard National Bank
$15.9M +$295K +2,008 +2%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$15.3M +$4.98M +33,879 +49%
SFG
83
Sage Financial Group
Pennsylvania
$15.3M -$225K -1,527 -1%
CAP
84
Columbia Advisory Partners
Washington
$15.2M -$31K -211 -0.2%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$15.2M +$1.69M +11,509 +13%
WIA
86
World Investment Advisors
California
$15.1M -$549K -3,733 -4%
AA
87
ALPS Advisors
Colorado
$15.1M +$14.9M +101,025 New
MD
88
Money Design
Japan
$14.7M +$5.12M +34,845 +55%
NA
89
NewEdge Advisors
Louisiana
$14.6M +$1.7M +11,550 +13%
EWP
90
Engrave Wealth Partners
Texas
$14.5M +$14.3M +96,971 New
EI
91
Ellevest Inc
New York
$14.4M +$542K +3,682 +4%
BPA
92
Beacon Pointe Advisors
California
$14.2M +$3.18M +21,591 +30%
LIM
93
Leavell Investment Management
Alabama
$14M +$1.16M +7,854 +9%
JP Morgan Chase
94
JP Morgan Chase
New York
$13.7M +$716K +4,868 +6%
WAM
95
WNY Asset Management
New York
$13.7M -$1.99M -13,500 -13%
RWG
96
Ratio Wealth Group
Colorado
$13.4M -$2.88M -19,569 -18%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$13.1M +$1.06M +7,188 +9%
PCFFS
98
Pacific Center for Financial Services
California
$12.9M +$12.7M +86,280 +151,368%
FSA
99
Financial Sense Advisors
California
$12.9M +$12.7M +86,337 New
SFG
100
SNS Financial Group
Minnesota
$12.6M -$149K -1,013 -1%

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.