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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 %
Betterment LLC
1
Betterment LLC
New York
$1.28B -$27.8M -214,866 -2%
Morgan Stanley
2
Morgan Stanley
New York
$582M +$28.7M +221,454 +5%
Bank of America
3
Bank of America
North Carolina
$421M +$26.2M +202,141 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$416M -$3.49M -26,920 -0.8%
AssetMark Inc
5
AssetMark Inc
California
$311M +$11.8M +91,256 +4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$310M +$38.5M +292,698 +14%
TF
7
TIAA FSB
Florida
$310M +$1.48M +11,465 +0.5%
UBS Group
8
UBS Group
Switzerland
$296M +$44.1M +340,638 +18%
Wells Fargo
9
Wells Fargo
California
$270M +$6.46M +49,911 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$261M +$19.1M +147,515 +8%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$251M -$22.1M -170,391 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$186M +$23.7M +182,962 +15%
Ameriprise
13
Ameriprise
Minnesota
$172M +$9.02M +69,585 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$167M -$8.36M -64,542 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$141M +$1.54M +12,155 +1%
Truist Financial
16
Truist Financial
North Carolina
$136M -$2.69M -20,754 -2%
SGAM
17
Stephens Group Asset Management
Arkansas
$111M -$4.77M -36,665 -4%
LPL Financial
18
LPL Financial
California
$109M +$279K +2,156 +0.3%
WA
19
Waverly Advisors
Alabama
$108M +$2.21M +17,029 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$105M +$32M +247,359 +44%
Stifel Financial
21
Stifel Financial
Missouri
$97.1M -$4.07M -31,386 -4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$90.9M +$48.7M +375,996 +115%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$84.4M -$617K -4,761 -0.7%
FWI
24
Facet Wealth Inc
Maryland
$67.5M +$6.4M +49,395 +10%
EH
25
Equitable Holdings
New York
$57.8M -$6.54M -50,505 -10%
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