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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
GGS
801
Galvin Gaustad & Stein
Arizona
$289K +$302K +1,788 New
SW
802
SkyOak Wealth
Michigan
$288K – – –
CL
803
Cabana LLC
Arkansas
$287K -$16.5K -98 -5%
NDSI
804
Newman Dignan & Sheerar Inc
Rhode Island
$284K -$14.3K -85 -5%
AWM
805
Ameliora Wealth Management
Switzerland
$283K – – –
RPGK
806
Retirement Planning Group (Kansas)
Kansas
$283K – – –
SIA
807
Soltis Investment Advisors
Utah
$282K +$7.25K +43 +3%
CQWA
808
Chokshi & Queen Wealth Advisors
California
$280K +$292K +1,733 New
AIA
809
Accelerate Investment Advisors
California
$276K +$287K +1,703 New
RFA
810
Resurgent Financial Advisors
Georgia
$275K +$5.57K +33 +2%
CM
811
Cornerstone Management
Georgia
$275K – – –
PA
812
Pinnacle Associates
New York
$275K +$286K +1,698 New
QWM
813
Quadcap Wealth Management
Texas
$274K +$843 +5 +0.3%
CFD
814
Creative Financial Designs
Indiana
$270K +$19.2K +114 +7%
VVP
815
Venture Visionary Partners
Ohio
$267K +$1.52K +9 +0.5%
RFP
816
Root Financial Partners
California
$266K +$278K +1,646 New
CFO
817
Colony Family Offices
North Carolina
$265K +$277K +1,640 New
ACM
818
Advisors Capital Management
New Jersey
$264K +$275K +1,629 New
IA
819
IFG Advisory
Georgia
$263K +$274K +1,627 New
FFP
820
Freedom Financial Partners
Minnesota
$260K +$272K +1,610 New
SAM
821
Silvercrest Asset Management
New York
$260K – – –
CFP
822
Comprehensive Financial Planning
Pennsylvania
$260K +$271K +1,607 New
FFL
823
Financial Freedom LLC
Ohio
$259K +$675 +4 +0.3%
CT
824
Caldwell Trust
Florida
$259K – – –
FWMP
825
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258K +$269K +1,592 New
31 32
33
34 35

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.