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Vanguard Mid-Cap Value ETF
VOE

981 hedge funds and large institutions have $9.78B invested in Vanguard Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 364 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,998% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $60K

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

2.37% more ownership

Funds ownership: 60.44% → 62.81% (+2.4%)

0% more funds holding

Funds holding: 978 → 981 (+3)

1% less capital invested

Capital invested by funds: $9.91B → $9.78B (-$125M)

12% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 364

17% less funds holding in top 10

Funds holding in top 10: 66 → 55 (-11)

Holders
981
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.17%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.79%
New
75
Increased
322
Reduced
364
Closed
58
Calls
$4.86M
Puts
$60K
Net Calls
+$4.8M
Net Calls Change
-$1.27M

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$186M
2
SFC
Strategic Financial Concepts
Texas
+$136M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$44.6M
4
SP
Symmetry Partners
Connecticut
+$26.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$86.8M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$35.1M
3
EH
Equitable Holdings
New York
-$18.6M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
801
Shepherd Financial Partners
Massachusetts
$209K +$10K +66 +5%
ACA
802
Anchor Capital Advisors
Massachusetts
$208K +$210K +1,385 New
RSWA
803
Robinson Smith Wealth Advisors
Maine
$208K +$5.01K +33 +2%
GIP
804
Greatmark Investment Partners
Georgia
$206K – – –
SIG
805
Sargent Investment Group
Maryland
$206K -$501K -3,300 -71%
RAM
806
Redmond Asset Management
Virginia
$205K +$207K +1,361 New
QCM
807
Quantinno Capital Management
New York
$204K – – –
LFG
808
Larson Financial Group
Missouri
$204K -$6.68K -44 -3%
MA
809
Marquette Associates
Illinois
$203K -$50.8K -335 -20%
AAS
810
Asset Allocation Strategies
Michigan
$202K -$16.8K -111 -8%
GHAM
811
Gilman Hill Asset Management
Connecticut
$201K -$12.3K -81 -6%
PG
812
Proffitt & Goodson
Tennessee
$199K – – –
CTA
813
Colonial Trust Advisors
South Carolina
$193K – – –
NRC
814
New Republic Capital
North Carolina
$188K – – –
PFBT
815
Parkside Financial Bank & Trust
Missouri
$185K +$3.04K +20 +2%
ATC
816
Advantage Trust Company
Kansas
$184K – – –
WFA
817
Wells Financial Advisors
Massachusetts
$183K – – –
PCFFS
818
Pacific Center for Financial Services
California
$181K -$56.9K -375 -24%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$159K +$455 +3 +0.3%
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$158K +$910 +6 +0.6%
FFA
821
Farther Finance Advisors
California
$150K +$53.3K +351 +54%
IAIM
822
International Assets Investment Management
Florida
$148K +$150K +986 New
FPB
823
First PREMIER Bank
South Dakota
$148K – – –
HFS
824
Horizon Financial Services
North Carolina
$146K +$7.28K +48 +5%
OA
825
Operose Advisors
Wisconsin
$143K – – –
31 32
33
34 35

VOE Hedge Fund Activity: Q2 2024 in Review

981 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2024, worth a combined $9.78B — down 1.3% from $9.91B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VOE positions and 58 closed out — a net gain of 17 holders — while 322 added to existing stakes and 364 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $186M. The largest seller was Betterment LLC, cutting an estimated $86.8M.

  • 981 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2024, up from 978 in Q1 2024.
  • Funds reported $9.78B of Vanguard Mid-Cap Value ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 75 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2024 and 58 closed out, a net change of +17 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2024 was Axiom Advisory, an estimated $186M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2024 was Betterment LLC, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.