Vanguard Mid-Cap Value ETF
824 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 61 funds opening new positions, 342 increasing their positions, 260 reducing their positions, and 65 closing their positions.
250% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $2.99M
32% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 260
0.63% less ownership
Funds ownership: 61.54% → 60.9% (-0.63%)
6% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 65
2% less funds holding
Funds holding: 840 → 824 (-16)
3% less funds holding in top 10
Funds holding in top 10: 58 → 56 (-2)
6% less capital invested
Capital invested by funds: $9.13B → $8.56B (-$574M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
+$18.6M |
| 2 |
AssetMark Inc
Concord,
California
|
+$16.2M |
| 3 |
Rockefeller Capital Management
New York
|
+$15.6M |
| 4 |
Jane Street
New York
|
+$15.6M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45.2M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$39.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.4M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$27.3M |
| 5 |
ES
Eagle Strategies
New York
|
-$22.9M |
VOE Hedge Fund Activity: Q3 2022 in Review
824 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2022, worth a combined $8.56B — down 6.3% from $9.13B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of VOE and 61 opened new positions — a net loss of 4 holders — while 260 trimmed existing stakes and 342 added.
The largest buyer was Money Design, adding an estimated $18.6M. The largest seller was Royal Bank of Canada, cutting an estimated $45.2M.
- 824 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2022, down from 840 in Q2 2022.
- Funds reported $8.56B of Vanguard Mid-Cap Value ETF stock for Q3 2022, down 6.3% quarter-over-quarter.
- 61 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2022 and 65 closed out, a net change of -4 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2022 was Money Design, an estimated $18.6M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $45.2M sold.
Based on aggregated 13F filings for Q3 2022.