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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$12.4M +$11.4M +77,244 +1,440%
SWM
102
Southern Wealth Management
Texas
$12.3M +$833K +5,662 +7%
LI
103
LMCG Investments
Massachusetts
$12.2M +$12M +81,835 New
AA
104
Aire Advisors
California
$12M +$1.12M +7,600 +10%
WTA
105
Washington Trust Advisors
Massachusetts
$11.9M +$96.9K +659 +0.8%
EDRIA
106
Edmonds Duncan Registered Investment Advisors
Kansas
$11.4M +$116K +787 +1%
AMG
107
Asset Management Group
Connecticut
$11.1M +$502K +3,412 +5%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$11.1M +$665K +4,520 +7%
CB
109
Commerce Bank
Missouri
$10.9M +$977K +6,645 +10%
JFG
110
JMG Financial Group
Illinois
$10.7M +$5.05M +34,363 +92%
BF
111
BOK Financial
Oklahoma
$10.2M +$773K +5,258 +8%
MCM
112
MAI Capital Management
Ohio
$10M +$2.07M +14,062 +27%
AA
113
Alesco Advisors
New York
$10M +$265K +1,802 +3%
EC
114
Estate Counselors
Wisconsin
$9.99M +$9.81M +66,735 New
LFS
115
Lutz Financial Services
Nebraska
$9.81M +$298K +2,026 +3%
CWM
116
Cranbrook Wealth Management
Michigan
$9.67M -$96.5K -656 -1%
AW
117
Avion Wealth
Texas
$9.45M +$1.26M +8,596 +16%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$9.38M -$757K -5,149 -8%
DC
119
Davenport & Co
Virginia
$9.35M +$136K +923 +2%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$9.27M +$658K +4,474 +8%
MMA
121
Miracle Mile Advisors
California
$9.24M +$139K +947 +2%
PAS
122
Park Avenue Securities
New York
$9.16M +$826K +5,614 +10%
PP
123
Prosperity Planning
Missouri
$8.89M
BSB
124
Bangor Savings Bank
Maine
$8.82M +$895K +6,086 +12%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$8.78M +$1.69M +11,468 +24%

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.