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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
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
151
Ledge Wealth Management
Minnesota
$6.62M +$491K +3,633 +8%
Northern Trust
152
Northern Trust
Illinois
$6.59M -$1.42M -10,507 -18%
FPIS
153
Financial Planning & Information Services
Wisconsin
$6.58M +$173K +1,282 +3%
BWM
154
Brickley Wealth Management
California
$6.49M -$1.89K -14 -0%
SIA
155
Strategic Investment Advisors
Michigan
$6.41M +$1.14M +8,432 +22%
WIC
156
Whitegate Investment Counselors
New Hampshire
$6.39M +$150K +1,108 +2%
SCA
157
Scott Capital Advisors
Oregon
$6.27M +$109K +808 +2%
OFP
158
OLIO Financial Planning
Virginia
$6.26M +$731K +5,406 +13%
TA
159
Tactive Advisors
Florida
$6.23M +$6.23M +46,065 New
ONB
160
Old National Bancorp
Indiana
$6.23M +$166K +1,225 +3%
ATPW
161
Ashton Thomas Private Wealth
Arizona
$6.14M +$255K +1,884 +4%
PAS
162
Park Avenue Securities
New York
$6.06M +$71.8K +531 +1%
PMG
163
ProVise Management Group
Florida
$6.04M +$68.3K +505 +1%
UB
164
UMB Bank
Missouri
$5.98M -$126K -932 -2%
CI
165
CX Institutional
Indiana
$5.96M +$1.37M +10,098 +30%
SPIA
166
Steward Partners Investment Advisory
New York
$5.94M +$152K +1,125 +3%
OWM
167
Opes Wealth Management
California
$5.94M +$155K +1,146 +3%
PAI
168
Pittenger & Anderson Inc
Nebraska
$5.78M -$20.3K -150 -0.3%
WAM
169
Weinberger Asset Management
California
$5.76M -$394K -2,917 -6%
FCI
170
Financial Counselors Inc
Kansas
$5.76M +$106K +784 +2%
WAM
171
WNY Asset Management
New York
$5.59M -$250K -1,849 -4%
BSB
172
Bangor Savings Bank
Maine
$5.5M -$2.75M -20,331 -33%
SWIM
173
Smallwood Wealth Investment Management
New Jersey
$5.5M +$166K +1,231 +3%
HSA
174
HBK Sorce Advisory
Pennsylvania
$5.49M +$5.49M +40,626 New
MRC
175
Millburn Ridgefield Corp
New York
$5.49M +$3.07M +22,727 +127%
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