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Vanguard Mid-Cap Value ETF

840 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, 362 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $1.11M

36% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 267

0.03% more ownership

Funds ownership: 61.51%61.54% (+0.03%)

4% less funds holding

Funds holding: 875840 (-35)

11% less capital invested

Capital invested by funds: $10.3B → $9.13B (-$1.16B)

12% less funds holding in top 10

Funds holding in top 10: 6658 (-8)

35% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 81

Holders
840
Holders Change
-35
Holders Change %
-4%
% 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
362
Reduced
267
Closed
81
Calls
$7.31M
Puts
$1.11M
Net Calls
+$6.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
151
Financial Planning & Information Services
Wisconsin
$5.88M -$158K -1,120 -2%
ONB
152
Old National Bancorp
Indiana
$5.84M -$1.39M -9,797 -18%
SCA
153
Scott Capital Advisors
Oregon
$5.83M +$2.58M +18,253 +68%
WAM
154
WNY Asset Management
New York
$5.72M -$6.68M -47,245 -52%
SWA
155
SOA Wealth Advisors
New York
$5.69M +$1.76M +12,441 +40%
KCM
156
Karp Capital Management
California
$5.66M +$5.95M +42,027 +2,546%
FHA
157
First Horizon Advisors
Tennessee
$5.63M +$1.29M +9,152 +27%
PAI
158
Pittenger & Anderson Inc
Nebraska
$5.55M
WFM
159
Wolff Financial Management
Michigan
$5.53M -$61.4K -434 -1%
UB
160
UMB Bank
Missouri
$5.48M -$169K -1,198 -3%
FGG
161
Financial Guidance Group
Florida
$5.46M -$344K -2,431 -5%
OWM
162
Opes Wealth Management
California
$5.46M -$52.3K -370 -0.9%
ACA
163
Atlas Capital Advisors
Wyoming
$5.46M -$660K -4,666 -10%
FAIM
164
Financial Advocates Investment Management
Washington
$5.42M +$907K +6,415 +18%
ATPW
165
Ashton Thomas Private Wealth
Arizona
$5.39M +$734K +5,187 +14%
HA
166
HYA Advisors
Missouri
$5.37M +$179K +1,268 +3%
WAM
167
Weinberger Asset Management
California
$5.36M +$742K +5,246 +15%
PMG
168
ProVise Management Group
Florida
$5.28M +$1.42M +10,012 +33%
AI
169
Atria Investments
North Carolina
$5.1M +$3.36M +23,755 +152%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$5.01M +$314K +2,223 +6%
UCFA
171
United Capital Financial Advisors
Texas
$4.99M +$2.31M +16,305 +73%
FCI
172
Financial Counselors Inc
Kansas
$4.98M +$176K +1,246 +3%
OFP
173
OLIO Financial Planning
Virginia
$4.96M +$960K +6,789 +22%
SWIM
174
Smallwood Wealth Investment Management
New Jersey
$4.86M +$120K +845 +2%
HGWM
175
Harvest Group Wealth Management
Massachusetts
$4.64M +$5.38K +38 +0.1%

VOE Hedge Fund Activity: Q2 2022 in Review

840 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.13B — down 11% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VOE and 53 opened new positions — a net loss of 28 holders — while 267 trimmed existing stakes and 362 added.

The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.

  • 840 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2022, down from 875 in Q1 2022.
  • Funds reported $9.13B of Vanguard Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2022 and 81 closed out, a net change of -28 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.

Based on aggregated 13F filings for Q2 2022.