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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 %
FPIS
151
Financial Planning & Information Services
Wisconsin
$5.88M -$145K -1,120 -2%
ONB
152
Old National Bancorp
Indiana
$5.84M -$1.27M -9,797 -18%
SCA
153
Scott Capital Advisors
Oregon
$5.83M +$2.36M +18,253 +68%
WAM
154
WNY Asset Management
New York
$5.72M -$6.12M -47,245 -52%
SWA
155
SOA Wealth Advisors
New York
$5.69M +$1.61M +12,441 +40%
KCM
156
Karp Capital Management
California
$5.66M +$5.44M +42,027 +2,546%
FHA
157
First Horizon Advisors
Tennessee
$5.63M +$1.19M +9,152 +27%
PAI
158
Pittenger & Anderson Inc
Nebraska
$5.55M – – –
WFM
159
Wolff Financial Management
Michigan
$5.53M -$56.2K -434 -1%
UB
160
UMB Bank
Missouri
$5.48M -$155K -1,198 -3%
FGG
161
Financial Guidance Group
Florida
$5.46M -$315K -2,431 -5%
OWM
162
Opes Wealth Management
California
$5.46M -$47.9K -370 -0.9%
ACA
163
Atlas Capital Advisors
Wyoming
$5.46M -$604K -4,666 -10%
FAIM
164
Financial Advocates Investment Management
Washington
$5.42M +$831K +6,415 +18%
ATPW
165
Ashton Thomas Private Wealth
Arizona
$5.39M +$672K +5,187 +14%
HA
166
HYA Advisors
Missouri
$5.37M +$164K +1,268 +3%
WAM
167
Weinberger Asset Management
California
$5.36M +$679K +5,246 +15%
PMG
168
ProVise Management Group
Florida
$5.28M +$1.3M +10,012 +33%
AI
169
Atria Investments
North Carolina
$5.1M +$3.08M +23,755 +152%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$5.01M +$288K +2,223 +6%
UCFA
171
United Capital Financial Advisors
Texas
$4.99M +$2.11M +16,305 +73%
FCI
172
Financial Counselors Inc
Kansas
$4.98M +$161K +1,246 +3%
OFP
173
OLIO Financial Planning
Virginia
$4.96M +$879K +6,789 +22%
SWIM
174
Smallwood Wealth Investment Management
New Jersey
$4.86M +$109K +845 +2%
HGWM
175
Harvest Group Wealth Management
Massachusetts
$4.64M +$5.24K +38 +0.1%
5 6
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