VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
1
Money Design
Japan
$36.8M
2
AssetMark Inc
2
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
4
Jane Street
New York
$14M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
2
Truist Financial
North Carolina
$92.1M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
TF
4
TIAA FSB
Florida
$267M
5
ES
5
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$4.46M -$230K -1,891 -5%
HGWM
177
Harvest Group Wealth Management
Massachusetts
$4.4M +$125K +982 +3%
FWP
178
FAS Wealth Partners
Kansas
$4.36M +$56.1K +461 +1%
AAP
179
Arax Advisory Partners
Colorado
$4.33M +$210K +1,721 +5%
TWA
180
Tillar-Wenstrup Advisors
Ohio
$4.3M -$33.4K -274 -0.8%
JFA
181
JNBA Financial Advisors
Minnesota
$4.3M -$60.6K -498 -1%
AOWM
182
Alpha Omega Wealth Management
Virginia
$4.3M +$663K +5,449 +18%
BI
183
Berkeley Inc
Idaho
$4.23M -$130K -1,065 -3%
RIA
184
Regal Investment Advisors
Michigan
$4.2M +$163K +1,340 +4%
CI
185
CX Institutional
Indiana
$4.14M +$333K +2,734 +9%
NL
186
Navalign LLC
California
$4.05M +$404K +3,316 +11%
AWS
187
Atria Wealth Solutions
New York
$4.04M -$226K -1,855 -5%
SCM
188
SOL Capital Management
Maryland
$4.02M +$8.52K +70 +0.2%
PFA
189
Pure Financial Advisors
California
$3.92M -$9.5K -78 -0.2%
SIG
190
Sargent Investment Group
Maryland
$3.87M +$201K +1,589 +5%
MAM
191
MMA Asset Management
Pennsylvania
$3.84M +$668K +5,488 +21%
WFA
192
Wellspring Financial Advisors
Ohio
$3.8M +$216 +46 +0%
NC
193
NovaPoint Capital
Georgia
$3.79M -$46.3K -380 -1%
SPC
194
Sigma Planning Corp
Michigan
$3.78M -$129K -1,062 -3%
RWA
195
Redhawk Wealth Advisors
Minnesota
$3.75M +$241K +1,977 +7%
HWM
196
HB Wealth Management
Georgia
$3.71M +$467K +3,837 +14%
APA
197
American Portfolios Advisors
New York
$3.7M +$107K +878 +3%
ZC
198
Zeit Capital
Colorado
$3.7M -$32.9K -270 -0.9%
CIAS
199
CBIZ Investment Advisory Services
Ohio
$3.7M – – –
TAM
200
Tocqueville Asset Management
New York
$3.68M +$32.1K +264 +0.9%
6 7
8
9 10