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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

871 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 375 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+42
Holders Change %
+5.07%
% of All Funds
13.78%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
106
Increased
375
Reduced
230
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$485M
2
Bank of America
Bank of America
North Carolina
$456M
3
Wells Fargo
Wells Fargo
California
$305M
4
Bessemer Group
Bessemer Group
New Jersey
$51.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.6M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$48.7M
2
Betterment LLC
Betterment LLC
New York
$1.51B
3
SP
Symmetry Partners
Connecticut
$0
4
BCM
Brookstone Capital Management
Illinois
$27.3M
5
Prudential Financial
Prudential Financial
New Jersey
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.51B -$22.6M -150,863 -1%
Morgan Stanley
2
Morgan Stanley
New York
$640M +$35.1M +234,766 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$485M +$90.1M +602,148 +23%
Bank of America
4
Bank of America
North Carolina
$456M +$68.3M +456,341 +18%
TF
5
TIAA FSB
Florida
$356M -$6.89M -46,126 -2%
AssetMark Inc
6
AssetMark Inc
California
$346M +$17.3M +115,438 +5%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$315M -$14.7M -98,029 -4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$310M -$6.09M -40,542 -2%
Wells Fargo
9
Wells Fargo
California
$305M +$54.2M +362,008 +22%
UBS Group
10
UBS Group
Switzerland
$291M -$10M -67,015 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$280M +$2.6M +17,356 +0.9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$203M -$6.24M -41,673 -3%
Ameriprise
13
Ameriprise
Minnesota
$189M +$16M +106,640 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$188M +$5.89M +39,372 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$161M +$40.1M +274,244 +33%
Truist Financial
16
Truist Financial
North Carolina
$160M +$7.48M +49,951 +5%
SGAM
17
Stephens Group Asset Management
Arkansas
$134M +$926K +6,184 +0.7%
LPL Financial
18
LPL Financial
California
$126M +$7.39M +49,344 +6%
WA
19
Waverly Advisors
Alabama
$122M +$2.37M +15,810 +2%
Stifel Financial
20
Stifel Financial
Missouri
$117M +$4.81M +32,169 +4%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$98.2M -$3.68M -24,604 -4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$83.9M +$4.14M +27,693 +5%
EH
23
Equitable Holdings
New York
$74.3M -$5.22M -34,882 -7%
FWI
24
Facet Wealth Inc
Maryland
$70.6M +$7.87M +52,607 +13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$57.4M +$13.3M +88,941 +30%
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