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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Shakespeare Wealth Management
Wisconsin
$15.9M +$895K +6,618 +6%
AA
77
Aire Advisors
California
$15.8M +$1.52M +11,235 +11%
CAP
78
Columbia Advisory Partners
Washington
$15.7M +$1.92M +14,219 +14%
ML
79
McAdam LLC
Pennsylvania
$15.5M -$5.71M -37,978 -27%
CAN
80
Cetera Advisor Networks
California
$15.3M +$3.6M +26,583 +31%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$15.3M +$9.32M +68,897 +155%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$15.1M +$5.5M +40,691 +57%
LNB
83
Ledyard National Bank
$14.6M -$95.2K -704 -0.6%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$14.5M +$259K +1,915 +2%
AF
85
Allworth Financial
California
$14.5M -$309K -2,282 -2%
EK
86
Evensky & Katz
Florida
$14.4M +$16.2K +120 +0.1%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$14.4M +$2.51M +18,570 +21%
EI
88
Ellevest Inc
New York
$14M +$361K +2,666 +3%
SFG
89
Sage Financial Group
Pennsylvania
$13.7M -$44.5K -329 -0.3%
LIM
90
Leavell Investment Management
Alabama
$13.7M -$275K -2,030 -2%
RWG
91
Ratio Wealth Group
Colorado
$13.6M +$195K +1,441 +1%
AA
92
ALPS Advisors
Colorado
$13.5M -$47.3K -350 -0.3%
EWP
93
Engrave Wealth Partners
Texas
$13.4M +$14K +100 +0.1%
WANY
94
Wealthspire Advisors (New York)
New York
$13.2M -$1.99M -14,713 -13%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$13.1M -$1.51M -11,188 -10%
WIA
96
World Investment Advisors
California
$13M +$11.7M +86,625 +911%
AMG
97
Asset Management Group
Connecticut
$12.3M +$369K +2,728 +3%
VWA
98
Visionary Wealth Advisors
Illinois
$11.9M +$10.9M +80,291 +1,035%
PPW
99
Presilium Private Wealth
Pennsylvania
$11.6M +$11.6M +85,426 New
SFG
100
SNS Financial Group
Minnesota
$11.5M +$364K +2,693 +3%
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4
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