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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
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
Bank of America
North Carolina
$475M
4
CG
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
Wells Fargo
California
$314M

Top Sellers

1
FWI
Facet Wealth Inc
Maryland
$623K
2
AWA
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
201
Forza Wealth Management
Florida
$4.28M +$4.28M +31,623 New
SG
202
Sharper & Granite
California
$4.16M +$4.16M +30,757 New
ZC
203
Zeit Capital
Colorado
$4.09M -$18.9K -140 -0.5%
HWM
204
HB Wealth Management
Georgia
$4.07M -$44.2K -327 -1%
SPC
205
Sigma Planning Corp
Michigan
$4.04M -$154K -1,142 -4%
NC
206
NovaPoint Capital
Georgia
$4.03M -$179K -1,327 -4%
WFA
207
Wellspring Financial Advisors
Ohio
$4.03M -$3.83K -768 -0.1%
CSWM
208
Cassady Schiller Wealth Management
Ohio
$4.01M +$312K +2,306 +8%
TAM
209
Tocqueville Asset Management
New York
$3.95M -$134K -990 -3%
FTS
210
Fifth Third Securities
Ohio
$3.95M +$259K +1,913 +7%
NL
211
Navalign LLC
California
$3.94M -$559K -4,131 -12%
EWA
212
EverSource Wealth Advisors
Alabama
$3.84M -$108K -799 -3%
SIG
213
Sargent Investment Group
Maryland
$3.83M -$305K -2,255 -7%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$3.78M +$1.35M +9,982 +56%
SWM
215
Spire Wealth Management
Virginia
$3.73M +$226K +1,671 +6%
TC
216
Tenret Company
Florida
$3.72M +$7.17K +53 +0.2%
SFO
217
Stokes Family Office
Louisiana
$3.7M +$154K +1,142 +4%
EA
218
Eclectic Associates
California
$3.68M +$411K +3,036 +13%
FUBT
219
First United Bank & Trust
Maryland
$3.6M -$337K -2,494 -9%
SFM
220
Signet Financial Management
New Jersey
$3.54M +$829K +6,128 +31%
VCP
221
Verus Capital Partners
Arizona
$3.51M +$497K +3,672 +17%
CS
222
Comerica Securities
Michigan
$3.5M +$258K +1,908 +8%
IFS
223
Ifrah Financial Services
Arkansas
$3.47M -$101K -747 -3%
RC
224
Rovin Capital
Arizona
$3.45M -$217K -1,608 -6%
TC
225
Tacita Capital
Ontario, Canada
$3.44M -$496K -3,669 -13%
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