VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

837 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, 360 increasing their positions, 266 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-34
Holders Change %
-3.9%
% 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
360
Reduced
266
Closed
80
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$90.9M
2
UBS Group
2
UBS Group
Switzerland
$296M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$310M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$105M
5
Morgan Stanley
5
Morgan Stanley
New York
$582M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$556K
2
Betterment LLC
2
Betterment LLC
New York
$1.28B
3
Jane Street
3
Jane Street
New York
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$251M
5
PCG
5
Private Capital Group
Connecticut
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
76
Evensky & Katz
Florida
$14.1M -$325K -2,511 -2%
William Blair & Company
77
William Blair & Company
Illinois
$14.1M -$1.16M -8,949 -8%
LNB
78
Ledyard National Bank
$13.7M -$39.5K -305 -0.3%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$384K +2,964 +3%
SFG
80
Sage Financial Group
Pennsylvania
$13.1M -$144K -1,110 -1%
AA
81
ALPS Advisors
Colorado
$13.1M -$24.6K -190 -0.2%
CAP
82
Columbia Advisory Partners
Washington
$13M -$178K -1,371 -1%
LIM
83
Leavell Investment Management
Alabama
$12.7M +$643K +4,966 +5%
EI
84
Ellevest Inc
New York
$12.7M +$374K +2,885 +3%
EWP
85
Engrave Wealth Partners
Texas
$12.6M -$259 -2 -0%
RWG
86
Ratio Wealth Group
Colorado
$12.5M +$910K +7,024 +8%
NA
87
NewEdge Advisors
Louisiana
$12.4M -$197K -1,523 -2%
APP
88
Avantax Planning Partners
Iowa
$12.1M +$5.13M +39,578 +73%
AA
89
Aire Advisors
California
$12.1M +$1.73M +13,318 +17%
BCM
90
Brookstone Capital Management
Illinois
$11.9M -$12.2M -93,116 -51%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$11.5M +$173K +1,334 +2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$11.3M -$1.82M -14,058 -14%
FC
93
Forte Capital
New York
$11.2M -$4.86M -37,534 -30%
PCFFS
94
Pacific Center for Financial Services
California
$11.2M -$16.6K -128 -0.1%
BPA
95
Beacon Pointe Advisors
California
$10.9M -$1.32M -10,182 -11%
SFG
96
SNS Financial Group
Minnesota
$10.9M -$21.8K -168 -0.2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$10.7M +$1.16M +8,950 +12%
MFG
98
Merit Financial Group
Georgia
$10.7M +$4.19M +32,344 +64%
LI
99
LMCG Investments
Massachusetts
$10.7M +$118K +910 +1%
WTA
100
Washington Trust Advisors
Massachusetts
$10.6M +$284K +2,193 +3%
2 3
4
5 6