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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
JFA
176
JNBA Financial Advisors
Minnesota
$4.64M -$15.8K -112 -0.3%
BI
177
Berkeley Inc
Idaho
$4.63M +$224K +1,582 +5%
TWA
178
Tillar-Wenstrup Advisors
Ohio
$4.61M +$476K +3,366 +10%
IFPL
179
Investments & Financial Planning LLC
Kentucky
$4.58M -$242K -1,714 -5%
FWP
180
FAS Wealth Partners
Kansas
$4.58M +$33.7K +238 +0.7%
AWS
181
Atria Wealth Solutions
New York
$4.54M +$746K +5,275 +18%
IHWM
182
Iron Horse Wealth Management
Iowa
$4.45M +$336K +2,378 +7%
AAP
183
Arax Advisory Partners
Colorado
$4.38M +$44.4K +314 +0.9%
LB
184
Leo Brokerage
Texas
$4.36M -$754K -5,333 -14%
RIA
185
Regal Investment Advisors
Michigan
$4.29M +$24.5K +173 +0.5%
SCM
186
SOL Capital Management
Maryland
$4.27M +$75K +530 +2%
FUBT
187
First United Bank & Trust
Maryland
$4.18M -$372K -2,629 -8%
PFA
188
Pure Financial Advisors
California
$4.18M -$71.4K -505 -2%
SPC
189
Sigma Planning Corp
Michigan
$4.16M -$233K -1,644 -5%
SIA
190
Strategic Investment Advisors
Michigan
$4.11M +$151K +1,070 +3%
NC
191
NovaPoint Capital
Georgia
$4.08M -$385K -2,719 -8%
CI
192
CX Institutional
Indiana
$4.04M -$3.54M -25,008 -44%
EWA
193
EverSource Wealth Advisors
Alabama
$4.01M -$227K -1,605 -5%
WFA
194
Wellspring Financial Advisors
Ohio
$3.98M -$2.03M -14,366 -2%
ZC
195
Zeit Capital
Colorado
$3.97M -$16.8K -119 -0.4%
TC
196
Tacita Capital
Ontario, Canada
$3.94M -$114K -805 -3%
CIAS
197
CBIZ Investment Advisory Services
Ohio
$3.93M +$4.29M +30,352 New
KA
198
Kovack Advisors
Florida
$3.89M +$2.41M +17,022 +131%
NL
199
Navalign LLC
California
$3.88M +$125K +887 +3%
TAM
200
Tocqueville Asset Management
New York
$3.88M +$46.5K +329 +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.