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Vanguard Mid-Cap Value ETF

840 hedge funds and large institutions have $9.13B invested in Vanguard Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% of All Funds
14.15%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
0.98%
New
53
Increased
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EK
76
Evensky & Katz
Florida
$14.1M -$355K -2,511 -2%
William Blair & Company
77
William Blair & Company
Illinois
$14.1M -$1.27M -8,949 -8%
LNB
78
Ledyard National Bank
$13.7M -$43.1K -305 -0.3%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$419K +2,964 +3%
SFG
80
Sage Financial Group
Pennsylvania
$13.1M -$157K -1,110 -1%
AA
81
ALPS Advisors
Colorado
$13.1M -$26.9K -190 -0.2%
CAP
82
Columbia Advisory Partners
Washington
$13M -$194K -1,371 -1%
LIM
83
Leavell Investment Management
Alabama
$12.7M +$702K +4,966 +5%
EI
84
Ellevest Inc
New York
$12.7M +$408K +2,885 +3%
EWP
85
Engrave Wealth Partners
Texas
$12.6M -$283 -2 -0%
RWG
86
Ratio Wealth Group
Colorado
$12.5M +$994K +7,024 +8%
NA
87
NewEdge Advisors
Louisiana
$12.4M -$215K -1,523 -2%
APP
88
Avantax Planning Partners
Iowa
$12.1M +$5.6M +39,578 +73%
AA
89
Aire Advisors
California
$12.1M +$1.88M +13,318 +17%
BCM
90
Brookstone Capital Management
Illinois
$11.9M -$13.2M -93,116 -51%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$11.5M +$189K +1,334 +2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$11.3M -$1.99M -14,058 -14%
FC
93
Forte Capital
New York
$11.2M -$5.31M -37,534 -30%
PCFFS
94
Pacific Center for Financial Services
California
$11.2M -$18.1K -128 -0.1%
BPA
95
Beacon Pointe Advisors
California
$10.9M -$1.44M -10,182 -11%
SFG
96
SNS Financial Group
Minnesota
$10.9M -$23.8K -168 -0.2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$10.7M +$1.27M +8,950 +12%
MFG
98
Merit Financial Group
Georgia
$10.7M +$4.58M +32,344 +64%
LI
99
LMCG Investments
Massachusetts
$10.7M +$129K +910 +1%
WTA
100
Washington Trust Advisors
Massachusetts
$10.6M +$310K +2,193 +3%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.