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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 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 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$485M
2
Bank of America
Bank of America
North Carolina
$456M
3
Wells Fargo
Wells Fargo
California
$305M
4
Bessemer Group
Bessemer Group
New Jersey
$51.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$48.7M
2
Betterment LLC
Betterment LLC
New York
$1.51B
3
SP
Symmetry Partners
Connecticut
$0
4
BCM
Brookstone Capital Management
Illinois
$27.3M
5
Prudential Financial
Prudential Financial
New Jersey
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
76
Evensky & Katz
Florida
$16.7M -$333K -2,228 -2%
AF
77
Allworth Financial
California
$16.7M +$4.59M +30,655 +38%
SWM
78
Shakespeare Wealth Management
Wisconsin
$16.6M +$325K +2,168 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$16.2M +$6.78M +45,457 +72%
TWP
80
Total Wealth Planning
Ohio
$16.2M +$8.96M +59,862 +124%
LNB
81
Ledyard National Bank
$15.9M +$301K +2,008 +2%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$15.3M +$5.07M +33,879 +49%
SFG
83
Sage Financial Group
Pennsylvania
$15.3M -$229K -1,527 -1%
CAP
84
Columbia Advisory Partners
Washington
$15.2M -$31.6K -211 -0.2%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$15.2M +$1.72M +11,509 +13%
WIA
86
World Investment Advisors
California
$15.1M -$559K -3,733 -4%
AA
87
ALPS Advisors
Colorado
$15.1M +$15.1M +101,025 New
MD
88
Money Design
Japan
$14.7M +$5.22M +34,845 +55%
NA
89
NewEdge Advisors
Louisiana
$14.6M +$1.73M +11,550 +13%
EWP
90
Engrave Wealth Partners
Texas
$14.5M +$14.5M +96,971 New
EI
91
Ellevest Inc
New York
$14.4M +$557K +3,682 +4%
BPA
92
Beacon Pointe Advisors
California
$14.2M +$3.23M +21,591 +30%
LIM
93
Leavell Investment Management
Alabama
$14M +$1.18M +7,854 +9%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$13.7M +$729K +4,868 +6%
WAM
95
WNY Asset Management
New York
$13.7M -$2.02M -13,500 -13%
RWG
96
Ratio Wealth Group
Colorado
$13.4M -$2.93M -19,569 -18%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$13.1M +$1.08M +7,188 +9%
PCFFS
98
Pacific Center for Financial Services
California
$12.9M +$12.9M +86,280 +151,368%
FSA
99
Financial Sense Advisors
California
$12.9M +$12.9M +86,337 New
SFG
100
SNS Financial Group
Minnesota
$12.6M -$152K -1,013 -1%
2 3
4
5 6