We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF

875 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 107 funds opening new positions, 377 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,323% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $733K

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

63% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 231

20% more funds holding in top 10

Funds holding in top 10: 5566 (+11)

6% more capital invested

Capital invested by funds: $9.74B → $10.3B (+$563M)

5% more funds holding

Funds holding: 832875 (+43)

0.09% less ownership

Funds ownership: 61.6%61.51% (-0.09%)

Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
107
Increased
377
Reduced
231
Closed
51
Calls
$10.4M
Puts
$733K
Net Calls
+$9.7M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$1.51B -$22.2M -150,863 -1%
Morgan Stanley
2
Morgan Stanley
New York
$640M +$34.5M +234,766 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$485M +$88.6M +602,148 +23%
Bank of America
4
Bank of America
North Carolina
$456M +$67.1M +456,341 +18%
TF
5
TIAA FSB
Florida
$356M -$6.78M -46,126 -2%
AssetMark Inc
6
AssetMark Inc
California
$346M +$17M +115,438 +5%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$315M -$14.4M -98,029 -4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$310M -$5.96M -40,542 -2%
Wells Fargo
9
Wells Fargo
California
$305M +$53.2M +362,008 +22%
UBS Group
10
UBS Group
Switzerland
$291M -$9.86M -67,015 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$280M +$2.55M +17,356 +0.9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$203M -$6.13M -41,673 -3%
Ameriprise
13
Ameriprise
Minnesota
$189M +$15.7M +106,640 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$188M +$5.79M +39,372 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$161M +$40.3M +274,244 +33%
Truist Financial
16
Truist Financial
North Carolina
$160M +$7.35M +49,951 +5%
SGAM
17
Stephens Group Asset Management
Arkansas
$134M +$909K +6,184 +0.7%
LPL Financial
18
LPL Financial
California
$126M +$7.26M +49,344 +6%
WA
19
Waverly Advisors
Alabama
$122M +$2.33M +15,810 +2%
Stifel Financial
20
Stifel Financial
Missouri
$117M +$4.73M +32,169 +4%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$98.2M -$3.62M -24,604 -4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$83.9M +$4.07M +27,693 +5%
EH
23
Equitable Holdings
New York
$74.3M -$5.13M -34,882 -7%
FWI
24
Facet Wealth Inc
Maryland
$70.6M +$7.74M +52,607 +13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$57.4M +$13.1M +88,941 +30%

VOE Hedge Fund Activity: Q1 2022 in Review

875 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 51 closed out — a net gain of 56 holders — while 377 added to existing stakes and 231 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $88.6M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.

  • 875 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2022, up from 832 in Q4 2021.
  • Funds reported $10.3B of Vanguard Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2022 and 51 closed out, a net change of +56 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $88.6M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2022.