Vanguard Mid-Cap Value ETF
912 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 298 reducing their positions, and 40 closing their positions.
270% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 40
78% more call options, than puts
Call options by funds: $9.4M | Put options by funds: $5.29M
29% more capital invested
Capital invested by funds: $8.56B → $11B (+$2.45B)
20% more funds holding in top 10
Funds holding in top 10: 56 → 67 (+11)
11% more funds holding
Funds holding: 824 → 912 (+88)
7% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 298
0.42% more ownership
Funds ownership: 60.9% → 61.32% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$55.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$53.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.7M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$41.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$81.7M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$48.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.7M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$31M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$23.9M |
VOE Hedge Fund Activity: Q4 2022 in Review
912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2022, worth a combined $11B — up 29% from $8.56B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new VOE positions and 40 closed out — a net gain of 108 holders — while 319 added to existing stakes and 298 trimmed.
The largest buyer was SYM Financial Corp, opening a new position worth an estimated $55.2M. The largest seller was Facet Wealth Inc, cutting an estimated $81.7M.
- 912 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2022, up from 824 in Q3 2022.
- Funds reported $11B of Vanguard Mid-Cap Value ETF stock for Q4 2022, up 29% quarter-over-quarter.
- 148 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2022 and 40 closed out, a net change of +108 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q4 2022 was SYM Financial Corp, an estimated $55.2M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q4 2022 was Facet Wealth Inc, an estimated $81.7M sold.
Based on aggregated 13F filings for Q4 2022.