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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
Betterment LLC
1
Betterment LLC
New York
$1.28B -$30.4M -214,866 -2%
Morgan Stanley
2
Morgan Stanley
New York
$582M +$31.3M +221,454 +5%
Bank of America
3
Bank of America
North Carolina
$421M +$28.6M +202,141 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$416M -$3.81M -26,920 -0.8%
AssetMark Inc
5
AssetMark Inc
California
$311M +$12.9M +91,256 +4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$310M +$41.4M +292,698 +14%
TF
7
TIAA FSB
Florida
$310M +$1.62M +11,465 +0.5%
UBS Group
8
UBS Group
Switzerland
$296M +$48.2M +340,638 +18%
Wells Fargo
9
Wells Fargo
California
$270M +$7.06M +49,911 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$261M +$20.9M +147,515 +8%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$251M -$24.1M -170,391 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$186M +$25.9M +182,962 +15%
Ameriprise
13
Ameriprise
Minnesota
$172M +$9.84M +69,585 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$167M -$9.13M -64,542 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$141M +$1.72M +12,155 +1%
Truist Financial
16
Truist Financial
North Carolina
$136M -$2.94M -20,754 -2%
SGAM
17
Stephens Group Asset Management
Arkansas
$111M -$5.19M -36,665 -4%
LPL Financial
18
LPL Financial
California
$109M +$305K +2,156 +0.3%
WA
19
Waverly Advisors
Alabama
$108M +$2.41M +17,029 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$105M +$35M +247,359 +44%
Stifel Financial
21
Stifel Financial
Missouri
$97.1M -$4.44M -31,386 -4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$90.9M +$53.2M +375,996 +115%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$84.4M -$673K -4,761 -0.7%
FWI
24
Facet Wealth Inc
Maryland
$67.5M +$6.99M +49,395 +10%
EH
25
Equitable Holdings
New York
$57.8M -$7.14M -50,505 -10%

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.