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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 %
AOWM
201
Alpha Omega Wealth Management
Virginia
$3.87M +$1.16M +8,970 +43%
APA
202
American Portfolios Advisors
New York
$3.83M -$129K -995 -3%
SIG
203
Sargent Investment Group
Maryland
$3.76M +$3.76M +29,013 New
RWA
204
Redhawk Wealth Advisors
Minnesota
$3.73M +$265K +2,045 +8%
IAA
205
Ironsides Asset Advisors
North Carolina
$3.71M +$983K +7,517 +36%
TC
206
Tenret Company
Florida
$3.62M +$2.98K +23 +0.1%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$3.54M -$17K -131 -0.5%
HIA
208
Harbor Investment Advisory
Maryland
$3.53M +$130 +1 +0%
RC
209
Rovin Capital
Arizona
$3.52M -$37K -286 -1%
SFO
210
Stokes Family Office
Louisiana
$3.49M -$57.6K -445 -2%
HWM
211
HB Wealth Management
Georgia
$3.44M -$1.15M -8,889 -25%
IFS
212
Ifrah Financial Services
Arkansas
$3.4M -$28.4K -219 -0.8%
MAM
213
MMA Asset Management
Pennsylvania
$3.38M -$212K -1,639 -6%
SWM
214
Spire Wealth Management
Virginia
$3.37M -$7.38K -57 -0.2%
CS
215
Comerica Securities
Michigan
$3.25M +$206K +1,591 +7%
AWM
216
Accel Wealth Management
Iowa
$3.22M +$204K +1,560 +7%
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.18M -$625K -4,825 -16%
FTS
218
Fifth Third Securities
Ohio
$3.15M +$3.15M +24,349 New
SW
219
SkyOak Wealth
Michigan
$3.1M +$306K +2,364 +11%
EA
220
Eclectic Associates
California
$3.06M +$206K +1,587 +7%
MCA
221
MSH Capital Advisors
Arizona
$3.05M -$106K -819 -3%
SB
222
Simmons Bank
Arkansas
$2.95M -$138K -1,068 -4%
WP
223
WealthShield Partners
North Carolina
$2.9M -$9.2K -71 -0.3%
AG
224
Ascent Group
Virginia
$2.79M -$590K -4,233 -17%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$2.77M +$75.1K +580 +3%
7 8
9
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