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Vanguard Mid-Cap Value ETF
VOE

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
972
Holders Change
+81
Holders Change %
+9.09%
% of All Funds
14.17%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
137
Increased
339
Reduced
331
Closed
48
Calls
$4.54M
Puts
$2.36M
Net Calls
+$2.18M
Net Calls Change
-$5.65M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$576M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.6M
3
AssetMark Inc
AssetMark Inc
California
+$21.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
5
Betterment LLC
Betterment LLC
New York
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.1M
3
Charles Schwab
Charles Schwab
California
-$23M
4
MMA
Miracle Mile Advisors
California
-$22.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$165K +1,229 +1,807%
CTA
802
Colonial Trust Advisors
South Carolina
$186K -$103K -768 -37%
S
803
Sachetta
Massachusetts
$184K +$171K +1,272 New
NRC
804
New Republic Capital
North Carolina
$181K – – –
BTI
805
Blue Trust Inc
Georgia
$180K +$153K +1,140 +485%
ATC
806
Advantage Trust Company
Kansas
$178K +$165K +1,225 New
LFA
807
Level Financial Advisors
New York
$173K +$134 +1 +0.1%
BFPW
808
BOK Financial Private Wealth
Colorado
$170K +$21.4K +159 +16%
LIWM
809
Long Island Wealth Management
New York
$169K +$157K +1,167 New
ICM
810
Intrepid Capital Management
Florida
$157K +$7.25K +54 +5%
JGIA
811
Jackson Grant Investment Advisers
Connecticut
$151K +$1.07K +8 +0.8%
FPB
812
First PREMIER Bank
South Dakota
$142K – – –
FP
813
Financial Perspectives
Minnesota
$138K +$134 +1 +0.1%
AAG
814
Armstrong Advisory Group
Massachusetts
$135K – – –
PWMG
815
Private Wealth Management Group
New Jersey
$128K +$118K +881 New
RFA
816
Resurgent Financial Advisors
Georgia
$126K +$32.2K +240 +38%
DJSG
817
D.J. St. Germain
Massachusetts
$120K -$1.21K -9 -1%
FFA
818
Farther Finance Advisors
California
$118K -$3.49K -26 -3%
BEI
819
Benjamin Edwards Inc
Missouri
$117K +$8.6K +64 +9%
MCM
820
MV Capital Management
Maryland
$116K – – –
CFFP
821
Center for Financial Planning
Michigan
$115K – – –
VWM
822
Venturi Wealth Management
Texas
$113K +$403 +3 +0.4%
MPCG
823
Matrix Private Capital Group
New York
$110K +$134 +1 +0.1%
TSW
824
Thompson Siegel & Walmsley
Virginia
$106K -$29.4K -219 -23%
SMA
825
Sage Mountain Advisors
Georgia
$105K +$90.9K +677 +1,382%
31 32
33
34 35

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.