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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 %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$7.4M -$199K -1,534 -3%
FFG
127
Fullen Financial Group
Ohio
$7.29M +$11.5K +89 +0.2%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$7.17M +$63.2K +488 +0.9%
DADC
129
D.A. Davidson & Co
Montana
$7.16M +$1.24M +9,541 +21%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$7.08M -$1.03M -7,983 -13%
Goldman Sachs
131
Goldman Sachs
New York
$7.07M +$3.2M +24,698 +83%
SFI
132
SPC Financial Inc
Maryland
$7.06M +$6.75M +52,111 +2,177%
BMCM
133
Bryn Mawr Capital Management
Pennsylvania
$7.05M -$976K -7,537 -12%
TYCC
134
Texas Yale Capital Corp
Florida
$7.03M +$259 +2 +0%
JFG
135
JMG Financial Group
Illinois
$7M -$2.27M -17,546 -25%
EWA
136
Exencial Wealth Advisors
Oklahoma
$6.99M +$197K +1,522 +3%
GB
137
Goepper Burkhardt
South Carolina
$6.94M -$185K -1,429 -3%
MCM
138
Manchester Capital Management
Vermont
$6.75M +$2.13M +16,420 +46%
TMWM
139
Taylor & Morgan Wealth Management
Michigan
$6.59M +$403K +3,108 +7%
AFS
140
Annapolis Financial Services
Maryland
$6.58M -$59.7K -461 -0.9%
RFA
141
RTD Financial Advisors
Pennsylvania
$6.41M +$1.42M +10,942 +28%
PWM
142
Provident Wealth Management
Tennessee
$6.4M +$248K +1,911 +4%
PAS
143
Park Avenue Securities
New York
$6.39M -$1.53M -11,820 -19%
BWM
144
Brickley Wealth Management
California
$6.25M -$17.1K -132 -0.3%
CSPAM
145
Cary Street Partners Asset Management
Virginia
$6.21M +$30.2K +233 +0.5%
SPIA
146
Steward Partners Investment Advisory
New York
$6.09M +$118K +909 +2%
LWM
147
Ledge Wealth Management
Minnesota
$6.07M +$483K +3,730 +9%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$6.03M +$2.12M +16,334 +54%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$6.03M -$40.9K -316 -0.7%
WIC
150
Whitegate Investment Counselors
New Hampshire
$5.98M +$28.9K +223 +0.5%
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