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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
AOWM
201
Alpha Omega Wealth Management
Virginia
$3.87M +$1.27M +8,970 +43%
APA
202
American Portfolios Advisors
New York
$3.83M -$141K -995 -3%
SIG
203
Sargent Investment Group
Maryland
$3.76M +$4.1M +29,013 New
RWA
204
Redhawk Wealth Advisors
Minnesota
$3.73M +$289K +2,045 +8%
IAA
205
Ironsides Asset Advisors
North Carolina
$3.71M +$1.06M +7,517 +36%
TC
206
Tenret Company
Florida
$3.62M +$3.25K +23 +0.1%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$3.54M -$18.5K -131 -0.5%
HIA
208
Harbor Investment Advisory
Maryland
$3.53M +$141 +1 +0%
RC
209
Rovin Capital
Arizona
$3.52M -$40.5K -286 -1%
SFO
210
Stokes Family Office
Louisiana
$3.49M -$63K -445 -2%
HWM
211
HB Wealth Management
Georgia
$3.44M -$1.26M -8,889 -25%
IFS
212
Ifrah Financial Services
Arkansas
$3.4M -$31K -219 -0.8%
MAM
213
MMA Asset Management
Pennsylvania
$3.38M -$232K -1,639 -6%
SWM
214
Spire Wealth Management
Virginia
$3.37M -$8.06K -57 -0.2%
CS
215
Comerica Securities
Michigan
$3.25M +$225K +1,591 +7%
AWM
216
Accel Wealth Management
Iowa
$3.22M +$221K +1,560 +7%
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.18M -$683K -4,825 -16%
FTS
218
Fifth Third Securities
Ohio
$3.15M +$3.44M +24,349 New
SW
219
SkyOak Wealth
Michigan
$3.1M +$334K +2,364 +11%
EA
220
Eclectic Associates
California
$3.06M +$224K +1,587 +7%
MCA
221
MSH Capital Advisors
Arizona
$3.05M -$116K -819 -3%
SB
222
Simmons Bank
Arkansas
$2.95M -$151K -1,068 -4%
WP
223
WealthShield Partners
North Carolina
$2.9M -$10K -71 -0.3%
AG
224
Ascent Group
Virginia
$2.79M -$599K -4,233 -17%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$2.77M +$82K +580 +3%

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.