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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 %
AMG
101
Asset Management Group
Connecticut
$10.5M +$917K +7,080 +10%
SWM
102
Southern Wealth Management
Texas
$10.5M -$111K -855 -1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$10.1M +$3.51M +26,753 +54%
CAN
104
Cetera Advisor Networks
California
$10M +$4.52M +34,917 +82%
AW
105
Avion Wealth
Texas
$9.66M +$1.48M +11,425 +18%
BF
106
BOK Financial
Oklahoma
$9.62M +$805K +6,213 +9%
CB
107
Commerce Bank
Missouri
$9.44M +$34.6K +267 +0.4%
LFS
108
Lutz Financial Services
Nebraska
$9.3M +$812K +6,272 +10%
EC
109
Estate Counselors
Wisconsin
$9.08M +$436K +3,370 +5%
SC
110
Sepio Capital
Utah
$9.04M +$3.52M +27,178 +64%
EDRIA
111
Edmonds Duncan Registered Investment Advisors
Kansas
$8.99M -$867K -6,696 -9%
MCM
112
MAI Capital Management
Ohio
$8.78M +$84.1K +649 +1%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$8.64M -$2.07M -15,958 -19%
CPIG
114
Chicago Partners Investment Group
Illinois
$8.62M +$125K +898 +1%
AA
115
Alesco Advisors
New York
$8.53M -$116K -899 -1%
PP
116
Prosperity Planning
Missouri
$8.46M – – –
CWAG
117
Compton Wealth Advisory Group
Virginia
$8.42M +$2.27M +17,530 +37%
CWM
118
Cranbrook Wealth Management
Michigan
$8.18M -$190K -1,467 -2%
DC
119
Davenport & Co
Virginia
$8.02M -$69.9K -540 -0.9%
BSB
120
Bangor Savings Bank
Maine
$7.74M +$103K +796 +1%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$7.73M +$3.66M +27,912 +90%
OWA
122
Octavia Wealth Advisors
Ohio
$7.71M +$148K +1,149 +2%
Northern Trust
123
Northern Trust
Illinois
$7.67M +$1.31M +10,075 +20%
DWA
124
Dougherty Wealth Advisers
Minnesota
$7.65M +$101K +779 +1%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$7.52M -$57.5K -444 -0.8%
3 4
5
6 7