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Vanguard Mid-Cap Value ETF
VOE

1,110 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 428 increasing their positions, 298 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,468% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $259K

200% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 53

44% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 298

8% more funds holding

Funds holding: 1,030 → 1,110 (+80)

1% more capital invested

Capital invested by funds: $10.9B → $11B (+$114M)

0% more funds holding in top 10

Funds holding in top 10: 58 → 58 (0)

0.71% less ownership

Funds ownership: 62.04% → 61.34% (-0.71%)

Holders
1,110
Holders Change
+80
Holders Change %
+7.77%
% of All Funds
14.62%
Holding in Top 10
58
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
159
Increased
428
Reduced
298
Closed
53
Calls
$4.06M
Puts
$259K
Net Calls
+$3.8M
Net Calls Change
-$625K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$60.7M
2
EWA
EP Wealth Advisors
California
+$58.9M
3
AssetMark Inc
AssetMark Inc
California
+$46.7M
4
SFA
Sequoia Financial Advisors
Ohio
+$28.4M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$28.9M
4
PLFA
Pacific Life Fund Advisors
California
-$20.9M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
776
Retirement Income Solutions
Michigan
$312K – – –
Bessemer Group
777
Bessemer Group
New Jersey
$312K +$90.2K +535 +38%
CPG
778
Cornerstone Planning Group
New Jersey
$312K -$269K -1,595 -46%
LB
779
Legacy Bridge
Iowa
$311K – – –
MCCP
780
Mission Creek Capital Partners
California
$311K -$18.2K -108 -5%
TW
781
Towerpoint Wealth
California
$309K – – –
FPGK
782
Financial Partners Group (Kansas)
Kansas
$308K +$322K +1,906 New
SG
783
StoneX Group
New York
$307K -$8.27K -49 -3%
BFO
784
Biltmore Family Office
North Carolina
$307K – – –
WA
785
Wealthstream Advisors
New York
$307K +$169 +1 +0.1%
BW
786
BIP Wealth
Georgia
$306K +$8.94K +53 +3%
SA
787
Sovran Advisors
California
$305K +$317K +1,878 New
FB
788
Finward Bancorp
Indiana
$302K +$315K +1,867 New
VWM
789
Venturi Wealth Management
Texas
$302K – – –
TFGT
790
TS Financial Group (TSFG)
Illinois
$300K +$169 +1 +0.1%
WWM
791
Western Wealth Management
Colorado
$299K -$2.02K -12 -0.6%
SRC
792
Sage Rhino Capital
California
$299K +$31.9K +189 +11%
GAM
793
Gotham Asset Management
New York
$298K +$311K +1,845 New
CCA
794
Criterion Capital Advisors
Tennessee
$298K – – –
PWP
795
Perfromance Wealth Partners
Illinois
$296K – – –
BWM
796
Benchmark Wealth Management
Connecticut
$296K – – –
VP
797
Verum Partners
North Carolina
$295K – – –
MSAM
798
Moloney Securities Asset Management
Missouri
$294K -$9.78K -58 -3%
OCM
799
One Capital Management
California
$291K – – –
MWM
800
MGB Wealth Management
Texas
$290K -$302K -1,791 -50%
30 31
32
33 34

VOE Hedge Fund Activity: Q4 2024 in Review

1,110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2024, worth a combined $11B — up 1% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VOE positions and 53 closed out — a net gain of 106 holders — while 428 added to existing stakes and 298 trimmed.

The largest buyer was Wells Fargo, adding an estimated $60.7M. The largest seller was Money Design, exiting entirely with an estimated $95.1M sold.

  • 1,110 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2024, up from 1,030 in Q3 2024.
  • Funds reported $11B of Vanguard Mid-Cap Value ETF stock for Q4 2024, up 1% quarter-over-quarter.
  • 159 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2024 and 53 closed out, a net change of +106 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2024 was Wells Fargo, an estimated $60.7M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2024 was Money Design, an estimated $95.1M sold.

Based on aggregated 13F filings for Q4 2024.