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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
Money Design
Japan
$36.8M
2
AssetMark Inc
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
Jane Street
New York
$14M
5
FWI
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
Truist Financial
North Carolina
$92.1M
3
UBS Group
UBS Group
Switzerland
$254M
4
TF
TIAA FSB
Florida
$267M
5
ES
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$7.21M +$609 +5 +0%
SFI
127
SPC Financial Inc
Maryland
$7.09M +$449K +3,689 +7%
OWA
128
Octavia Wealth Advisors
Ohio
$7M -$265K -2,176 -4%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$6.84M +$92.8K +762 +1%
HCMT
130
Highland Capital Management (Tennessee)
Tennessee
$6.8M -$265K -2,179 -4%
TYCC
131
Texas Yale Capital Corp
Florida
$6.61M +$365 +3 +0%
CCA
132
Checchi Capital Advisers
California
$6.58M +$5.32M +43,724 +423%
EWA
133
Exencial Wealth Advisors
Oklahoma
$6.52M -$51.4K -422 -0.8%
JFG
134
JMG Financial Group
Illinois
$6.5M -$86.8K -713 -1%
GB
135
Goepper Burkhardt
South Carolina
$6.46M -$63.9K -525 -1%
PWM
136
Provident Wealth Management
Tennessee
$6.39M +$377K +3,096 +6%
MCM
137
Manchester Capital Management
Vermont
$6.32M -$26.8K -220 -0.4%
AFS
138
Annapolis Financial Services
Maryland
$6.28M +$95K +780 +2%
AI
139
Atria Investments
North Carolina
$6.28M +$1.49M +12,222 +31%
BMCM
140
Bryn Mawr Capital Management
Pennsylvania
$6.21M -$416K -3,415 -6%
TMWM
141
Taylor & Morgan Wealth Management
Michigan
$6.16M -$32.5K -267 -0.5%
CSPAM
142
Cary Street Partners Asset Management
Virginia
$6.11M +$278K +2,284 +5%
SWA
143
SOA Wealth Advisors
New York
$6.07M +$723K +5,941 +14%
RFA
144
RTD Financial Advisors
Pennsylvania
$6.02M -$8.4K -69 -0.1%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$5.92M +$252K +2,066 +4%
BWM
146
Brickley Wealth Management
California
$5.85M -$30K -246 -0.5%
FAIM
147
Financial Advocates Investment Management
Washington
$5.79M +$702K +5,765 +14%
FPIS
148
Financial Planning & Information Services
Wisconsin
$5.77M +$239K +1,963 +4%
ACA
149
Atlas Capital Advisors
Wyoming
$5.69M +$564K +4,633 +11%
WIC
150
Whitegate Investment Counselors
New Hampshire
$5.62M -$7.31K -60 -0.1%
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