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Vanguard Mid-Cap Value ETF

875 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$6.9M +$1.87M +12,698 +38%
WIC
152
Whitegate Investment Counselors
New Hampshire
$6.88M +$182K +1,239 +3%
DADC
153
D.A. Davidson & Co
Montana
$6.84M +$75.6K +514 +1%
IAIM
154
International Assets Investment Management
Florida
$6.73M +$5.58M +37,922 New
FGG
155
Financial Guidance Group
Florida
$6.67M +$6.56M +44,592 New
WFA
156
Wellspring Financial Advisors
Ohio
$6.63M -$2.48M -16,838 -2%
UB
157
UMB Bank
Missouri
$6.51M -$392K -2,668 -6%
WFM
158
Wolff Financial Management
Michigan
$6.46M -$9.12K -62 -0.1%
LWM
159
Ledge Wealth Management
Minnesota
$6.45M +$6.34M +43,115 New
PAI
160
Pittenger & Anderson Inc
Nebraska
$6.42M
SC
161
Sepio Capital
Utah
$6.38M
OWM
162
Opes Wealth Management
California
$6.36M +$96K +653 +2%
CAN
163
Cetera Advisor Networks
California
$6.35M -$414K -2,817 -6%
HA
164
HYA Advisors
Missouri
$6.01M +$250K +1,703 +4%
LB
165
Leo Brokerage
Texas
$5.83M +$5.73M +38,978 New
RFA
166
RTD Financial Advisors
Pennsylvania
$5.77M -$1.32K -9 -0%
EF
167
Empowered Funds
Pennsylvania
$5.6M +$5.5M +37,427 New
FCI
168
Financial Counselors Inc
Kansas
$5.57M +$1.73M +11,750 +46%
IFPL
169
Investments & Financial Planning LLC
Kentucky
$5.55M +$123K +838 +2%
SWIM
170
Smallwood Wealth Investment Management
New Jersey
$5.49M +$121K +820 +2%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$5.46M -$100K -681 -2%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$5.45M +$286K +1,942 +6%
WAM
173
Weinberger Asset Management
California
$5.41M -$315K -2,142 -6%
JFA
174
JNBA Financial Advisors
Minnesota
$5.38M -$628K -4,270 -11%
MCM
175
Manchester Capital Management
Vermont
$5.35M -$30.9K -210 -0.6%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.