Vanguard Mid-Cap Value ETF
972 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 339 increasing their positions, 331 reducing their positions, and 48 closing their positions.
185% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 48
92% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $2.36M
16% more capital invested
Capital invested by funds: $9.24B → $10.7B (+$1.49B)
9% more funds holding
Funds holding: 891 → 972 (+81)
4.21% more ownership
Funds ownership: 62.27% → 66.49% (+4.2%)
3% more funds holding in top 10
Funds holding in top 10: 59 → 61 (+2)
2% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 331
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$576M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.6M |
| 3 |
AssetMark Inc
Concord,
California
|
+$21.4M |
| 4 |
JP Morgan Chase
New York
|
+$19.4M |
| 5 |
Betterment LLC
New York
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$36.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$23M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$22.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.8M |
VOE Hedge Fund Activity: Q4 2023 in Review
972 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2023, worth a combined $10.7B — up 16% from $9.24B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new VOE positions and 48 closed out — a net gain of 89 holders — while 339 added to existing stakes and 331 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $576M. The largest seller was Envestnet Asset Management, cutting an estimated $36.3M.
- 972 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2023, up from 891 in Q3 2023.
- Funds reported $10.7B of Vanguard Mid-Cap Value ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 137 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2023 and 48 closed out, a net change of +89 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $576M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.