We are live on ! Find out more
VOE icon

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
PVI
826
Pine Valley Investments
New Jersey
$256K +$267K +1,585 New
BPFA
827
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
LNWWM
828
Laird Norton Wetherby Wealth Management
California
$254K – – –
SWRP
829
Summit Wealth & Retirement Planning
California
$253K – – –
CCA
830
Cravens & Co Advisors
Tennessee
$252K – – –
CA
831
CGN Advisors
Kansas
$252K -$3.54K -21 -1%
KCM
832
Kornitzer Capital Management
Kansas
$252K -$17.9K -106 -6%
BW
833
Blalock Williams
Alabama
$252K +$262K +1,556 New
WE
834
Wealth Effects
Massachusetts
$252K +$3.04K +18 +1%
CAM
835
Clark Asset Management
New Hampshire
$251K – – –
RC
836
Roundview Capital
New Jersey
$250K +$42.2K +250 +19%
LSA
837
Lion Street Advisors
Texas
$250K – – –
DW
838
Dodds Wealth
Colorado
$249K – – –
PWMAG
839
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$2.36K +14 +0.9%
CSB
840
City State Bank
Iowa
$248K -$42.8K -254 -14%
MWP
841
Meriwether Wealth & Planning
Louisiana
$247K +$257K +1,526 New
CWP
842
Concord Wealth Partners
Virginia
$246K +$1.52K +9 +0.6%
CA
843
Clune & Associates
Illinois
$244K +$255K +1,509 New
EWM
844
Endowment Wealth Management
Wisconsin
$244K -$2.7K -16 -1%
SIMG
845
Sonora Investment Management Group
Arizona
$243K +$28.2K +167 +13%
IWM
846
Integris Wealth Management
California
$243K – – –
PP
847
Patten & Patten
Tennessee
$242K -$337 -2 -0.1%
CCA
848
Clarity Capital Advisors
Florida
$241K +$3.88K +23 +2%
FFM
849
Forum Financial Management
Illinois
$241K +$14.8K +88 +6%
JWM
850
JPL Wealth Management
Colorado
$241K +$251K +1,487 New
32 33
34
35 36

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.