VOE icon

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
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
Bank of America
North Carolina
$475M
4
CG
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
Wells Fargo
California
$314M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
$623K
2
AWA
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$8.72M +$125K +925 +1%
MCM
127
MAI Capital Management
Ohio
$8.66M -$1.6M -11,841 -16%
MOS
128
MGO One Seven
Ohio
$8.63M -$2.7M -19,941 -24%
FFG
129
Fullen Financial Group
Ohio
$8.53M +$212K +1,460 +3%
PP
130
Prosperity Planning
Missouri
$8.46M – – –
OWA
131
Octavia Wealth Advisors
Ohio
$8.39M +$617K +4,565 +8%
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$8.2M +$8.2M +60,614 New
CWM
133
Cranbrook Wealth Management
Michigan
$8.02M -$444K -3,286 -5%
JFG
134
JMG Financial Group
Illinois
$7.84M +$625K +4,623 +9%
CSPAM
135
Cary Street Partners Asset Management
Virginia
$7.58M +$786K +5,814 +12%
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$7.49M -$102K -753 -1%
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$7.48M -$76.7K -567 -1%
MCM
138
Manchester Capital Management
Vermont
$7.37M +$346K +2,555 +5%
TYCC
139
Texas Yale Capital Corp
Florida
$7.34M +$406 +3 +0%
GB
140
Goepper Burkhardt
South Carolina
$7.27M +$92.9K +687 +1%
SWA
141
SOA Wealth Advisors
New York
$7.08M +$335K +2,474 +5%
AI
142
Atria Investments
North Carolina
$7.02M +$46.9K +347 +0.7%
AFS
143
Annapolis Financial Services
Maryland
$6.93M -$46K -340 -0.7%
CWA
144
Consilio Wealth Advisors
Washington
$6.91M +$6.44M +47,597 +1,353%
TMWM
145
Taylor & Morgan Wealth Management
Michigan
$6.83M -$16.1K -119 -0.2%
EWA
146
Exencial Wealth Advisors
Oklahoma
$6.82M -$427K -3,157 -6%
SFI
147
SPC Financial Inc
Maryland
$6.79M -$1.08M -7,978 -14%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$6.78M -$2.58M -19,050 -28%
PWM
149
Provident Wealth Management
Tennessee
$6.73M -$366K -2,707 -5%
RFA
150
RTD Financial Advisors
Pennsylvania
$6.68M -$5.68K -42 -0.1%
4 5
6
7 8