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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

908 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, 317 increasing their positions, 297 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+88
Holders Change %
+10.73%
% of All Funds
14.65%
Holding in Top 10
67
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.64%
% of All Funds
1.08%
New
148
Increased
317
Reduced
297
Closed
40
Calls
$9.4M
Puts
$5.29M
Net Calls
+$4.11M
Net Calls Change
-$3.37M

Top Buyers

1
SFC
1
SYM Financial Corp
Indiana
$55.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$62.7M
3
Bank of America
3
Bank of America
North Carolina
$475M
4
CG
4
Colony Group
Massachusetts
$81.5M
5
Wells Fargo
5
Wells Fargo
California
$314M

Top Sellers

1
FWI
1
Facet Wealth Inc
Maryland
$623K
2
AWA
2
Arete Wealth Advisors
Illinois
$1.33B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$37.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M
5
PPW
5
Parcion Private Wealth
Washington
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.35B +$16.6M +122,406 +1%
AWA
2
Arete Wealth Advisors
Illinois
$1.33B -$55.7M -412 -4%
Morgan Stanley
3
Morgan Stanley
New York
$590M -$17.7M -130,716 -3%
Bank of America
4
Bank of America
North Carolina
$475M +$48.1M +355,913 +11%
AssetMark Inc
5
AssetMark Inc
California
$358M +$17.6M +130,431 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$351M -$39M -288,431 -10%
Wells Fargo
7
Wells Fargo
California
$314M +$37.4M +276,856 +14%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$301M -$12.4M -91,597 -4%
UBS Group
9
UBS Group
Switzerland
$286M +$4.83M +35,702 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$277M +$4.88M +36,120 +2%
TF
11
TIAA FSB
Florida
$272M -$24.1M -177,909 -8%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$231M -$16.1M -119,194 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$202M +$4.21M +31,139 +2%
Ameriprise
14
Ameriprise
Minnesota
$166M -$14.9M -110,222 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$152M -$12.2M -89,949 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$152M -$1.05M -7,770 -0.7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$130M +$10.3M +76,332 +9%
LPL Financial
18
LPL Financial
California
$124M +$8.34M +61,700 +7%
SGAM
19
Stephens Group Asset Management
Arkansas
$118M -$2.88M -21,264 -2%
WA
20
Waverly Advisors
Alabama
$117M -$1.79M -13,257 -2%
Truist Financial
21
Truist Financial
North Carolina
$105M +$2.92M +21,607 +3%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$98M +$6.93M +51,252 +8%
CG
23
Colony Group
Massachusetts
$81.5M +$41.4M +306,025 +103%
Stifel Financial
24
Stifel Financial
Missouri
$81.5M -$548K -4,054 -0.7%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$62.7M +$54M +398,010 +620%
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