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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

820 hedge funds and large institutions have $8.56B invested in Vanguard Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 340 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
-17
Holders Change %
-2.03%
% of All Funds
14.18%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.97%
New
60
Increased
340
Reduced
259
Closed
65
Calls
$10.5M
Puts
$2.99M
Net Calls
+$7.48M
Net Calls Change
+$1.28M

Top Buyers

1
MD
1
Money Design
Japan
$36.8M
2
AssetMark Inc
2
AssetMark Inc
California
$307M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$16.2M
4
Jane Street
4
Jane Street
New York
$14M
5
FWI
5
Facet Wealth Inc
Maryland
$82.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$351M
2
Truist Financial
2
Truist Financial
North Carolina
$92.1M
3
UBS Group
3
UBS Group
Switzerland
$254M
4
TF
4
TIAA FSB
Florida
$267M
5
ES
5
Eagle Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.28B – – –
Morgan Stanley
2
Morgan Stanley
New York
$547M -$153K -1,257 -0%
Bank of America
3
Bank of America
North Carolina
$385M -$10.8M -89,034 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M -$40.6M -333,550 -10%
AssetMark Inc
5
AssetMark Inc
California
$307M +$14.6M +119,716 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$283M -$4.4M -36,165 -2%
TF
7
TIAA FSB
Florida
$267M -$24.5M -201,374 -8%
UBS Group
8
UBS Group
Switzerland
$254M -$24.7M -202,550 -9%
Wells Fargo
9
Wells Fargo
California
$249M -$4.88M -40,045 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$245M -$491K -4,031 -0.2%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$223M -$12.9M -105,837 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$178M +$3.16M +25,962 +2%
Ameriprise
13
Ameriprise
Minnesota
$162M +$235K +1,929 +0.1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$148M -$8.97M -73,626 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$135M +$2.41M +20,333 +2%
SGAM
16
Stephens Group Asset Management
Arkansas
$109M +$4.69M +38,537 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$108M +$9.76M +80,131 +10%
WA
18
Waverly Advisors
Alabama
$107M +$5.12M +42,084 +5%
LPL Financial
19
LPL Financial
California
$104M +$1.28M +10,493 +1%
Truist Financial
20
Truist Financial
North Carolina
$92.1M -$35.5M -291,676 -28%
FWI
21
Facet Wealth Inc
Maryland
$82.6M +$12.5M +92,840 +18%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$82M +$2.68M +21,974 +3%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$77.6M -$7.85M -64,457 -9%
Stifel Financial
24
Stifel Financial
Missouri
$73.8M -$17.4M -143,213 -19%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$52.3M +$4.28M +35,124 +9%
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