Vanguard Mid-Cap Value ETF
905 hedge funds and large institutions have $9.43B invested in Vanguard Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 335 reducing their positions, and 68 closing their positions.
577% more call options, than puts
Call options by funds: $6.81M | Put options by funds: $1.01M
22% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 68
0.33% less ownership
Funds ownership: 61.32% → 60.99% (-0.33%)
1% less funds holding
Funds holding: 912 → 905 (-7)
2% less repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 335
14% less capital invested
Capital invested by funds: $11B → $9.43B (-$1.58B)
15% less funds holding in top 10
Funds holding in top 10: 67 → 57 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$27M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$15.5M |
| 4 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$15M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$50.5M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$39.7M |
| 3 |
Morgan Stanley
New York
|
-$16.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$14.3M |
VOE Hedge Fund Activity: Q1 2023 in Review
905 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2023, worth a combined $9.43B — down 14% from $11B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VOE positions and 68 closed out — a net gain of 15 holders — while 328 added to existing stakes and 335 trimmed.
The largest buyer was Betterment LLC, adding an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $50.5M.
- 905 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2023, down from 912 in Q4 2022.
- Funds reported $9.43B of Vanguard Mid-Cap Value ETF stock for Q1 2023, down 14% quarter-over-quarter.
- 83 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2023 and 68 closed out, a net change of +15 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2023 was Betterment LLC, an estimated $27M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.5M sold.
Based on aggregated 13F filings for Q1 2023.