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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 %
JFA
176
JNBA Financial Advisors
Minnesota
$4.64M -$14.5K -112 -0.3%
BI
177
Berkeley Inc
Idaho
$4.63M +$205K +1,582 +5%
TWA
178
Tillar-Wenstrup Advisors
Ohio
$4.61M +$436K +3,366 +10%
IFPL
179
Investments & Financial Planning LLC
Kentucky
$4.58M -$222K -1,714 -5%
FWP
180
FAS Wealth Partners
Kansas
$4.58M +$30.8K +238 +0.7%
AWS
181
Atria Wealth Solutions
New York
$4.54M +$683K +5,275 +18%
IHWM
182
Iron Horse Wealth Management
Iowa
$4.45M +$308K +2,378 +7%
AAP
183
Arax Advisory Partners
Colorado
$4.38M +$40.7K +314 +0.9%
LB
184
Leo Brokerage
Texas
$4.36M -$691K -5,333 -14%
RIA
185
Regal Investment Advisors
Michigan
$4.29M +$22.4K +173 +0.5%
SCM
186
SOL Capital Management
Maryland
$4.27M +$68.6K +530 +2%
FUBT
187
First United Bank & Trust
Maryland
$4.18M -$340K -2,629 -8%
PFA
188
Pure Financial Advisors
California
$4.18M -$65.4K -505 -2%
SPC
189
Sigma Planning Corp
Michigan
$4.16M -$213K -1,644 -5%
SIA
190
Strategic Investment Advisors
Michigan
$4.11M +$139K +1,070 +3%
NC
191
NovaPoint Capital
Georgia
$4.08M -$352K -2,719 -8%
CI
192
CX Institutional
Indiana
$4.05M -$3.24M -25,008 -44%
EWA
193
EverSource Wealth Advisors
Alabama
$4.01M -$208K -1,605 -5%
WFA
194
Wellspring Financial Advisors
Ohio
$3.99M -$70.9K -14,366 -2%
ZC
195
Zeit Capital
Colorado
$3.97M -$15.4K -119 -0.4%
TC
196
Tacita Capital
Ontario, Canada
$3.94M -$104K -805 -3%
CIAS
197
CBIZ Investment Advisory Services
Ohio
$3.93M +$3.93M +30,352 New
KA
198
Kovack Advisors
Florida
$3.89M +$2.2M +17,022 +131%
NL
199
Navalign LLC
California
$3.88M +$115K +887 +3%
TAM
200
Tocqueville Asset Management
New York
$3.88M +$42.6K +329 +1%
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