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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 %
FC
101
Forte Capital
New York
$11.4M -$133K -987 -1%
BFG
102
Bleakley Financial Group
New Jersey
$11M +$11M +81,301 New
BCM
103
Brookstone Capital Management
Illinois
$11M -$1.34M -9,585 -11%
LI
104
LMCG Investments
Massachusetts
$10.8M +$94.9K +702 +0.9%
AWM
105
AE Wealth Management
Kansas
$10.6M -$1.04M -7,679 -9%
BPA
106
Beacon Pointe Advisors
California
$10.5M -$134K -988 -1%
SWM
107
Southern Wealth Management
Texas
$10.4M +$15.1K +112 +0.1%
AW
108
Avion Wealth
Texas
$10.2M – – –
APP
109
Avantax Planning Partners
Iowa
$10M -$1.22M -8,989 -11%
BF
110
BOK Financial
Oklahoma
$9.96M -$104K -770 -1%
SC
111
Sepio Capital
Utah
$9.74M – – –
AFS
112
Amtrust Financial Services
New York
$9.47M -$10.4M -77,000 -52%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$9.46M -$123K -908 -1%
NA
114
NewEdge Advisors
Louisiana
$9.45M +$1.39M +17,604 +17%
EC
115
Estate Counselors
Wisconsin
$9.37M +$9.37M +69,289 New
CPIG
116
Chicago Partners Investment Group
Illinois
$9.21M +$102K +700 +1%
IWC
117
Integrated Wealth Concepts
Massachusetts
$9.05M +$8.54M +63,167 +1,690%
LFS
118
Lutz Financial Services
Nebraska
$9.03M +$73K +540 +0.8%
DADC
119
D.A. Davidson & Co
Montana
$8.98M +$195K +1,441 +2%
CB
120
Commerce Bank
Missouri
$8.98M -$1.4M -10,382 -14%
AA
121
Alesco Advisors
New York
$8.98M +$412K +3,045 +5%
ACA
122
Atlas Capital Advisors
Wyoming
$8.97M +$2.64M +19,534 +42%
CWAG
123
Compton Wealth Advisory Group
Virginia
$8.94M -$1.16M -8,571 -11%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$8.74M +$644K +4,759 +8%
DWA
125
Dougherty Wealth Advisers
Minnesota
$8.72M +$673K +4,979 +8%
3 4
5
6 7