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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 %
FGG
176
Financial Guidance Group
Florida
$5.31M -$204K -1,511 -4%
FHA
177
First Horizon Advisors
Tennessee
$5.18M -$300K -2,221 -5%
KWMG
178
King Wealth Management Group
Florida
$5.14M +$5.14M +38,006 New
UCFA
179
United Capital Financial Advisors
Texas
$5.12M +$166K +1,224 +3%
AWS
180
Atria Wealth Solutions
New York
$5.09M +$602K +4,455 +13%
MFWP
181
Mosaic Family Wealth Partners
Missouri
$4.94M +$4.94M +36,514 New
IHWM
182
Iron Horse Wealth Management
Iowa
$4.89M +$2.83M +20,905 +137%
TWA
183
Tillar-Wenstrup Advisors
Ohio
$4.88M +$104K +767 +2%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$4.87M -$2.02M -14,957 -29%
AOWM
185
Alpha Omega Wealth Management
Virginia
$4.87M +$97.9K +724 +2%
HGWM
186
Harvest Group Wealth Management
Massachusetts
$4.83M +$147K +1,084 +3%
RWA
187
Redhawk Wealth Advisors
Minnesota
$4.83M +$660K +4,882 +16%
SCM
188
SOL Capital Management
Maryland
$4.79M +$317K +2,345 +7%
IFPL
189
Investments & Financial Planning LLC
Kentucky
$4.78M +$4.78M +35,347 New
MFG
190
Merit Financial Group
Georgia
$4.78M -$423K -3,129 -8%
FWP
191
FAS Wealth Partners
Kansas
$4.75M -$101K -745 -2%
CPG
192
Cornerstone Planning Group
New Jersey
$4.69M +$4.69M +33,944 New
BI
193
Berkeley Inc
Idaho
$4.68M -$13.7K -101 -0.3%
JFA
194
JNBA Financial Advisors
Minnesota
$4.68M -$94.9K -702 -2%
RIA
195
Regal Investment Advisors
Michigan
$4.67M +$7.84K +58 +0.2%
TFCP
196
Twin Focus Capital Partners
Massachusetts
$4.58M -$1.34M -9,926 -23%
SCP
197
Stevens Capital Partners
Nebraska
$4.56M +$4.56M +33,696 New
MAM
198
MMA Asset Management
Pennsylvania
$4.34M +$72.6K +537 +2%
HIA
199
Harbor Investment Advisory
Maryland
$4.31M +$601K +4,443 +16%
PFA
200
Pure Financial Advisors
California
$4.28M -$71.8K -531 -2%
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