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
SCI
876
Silver Coast Investments
United States
$219K +$2.7K +16 +1%
BMD
877
Better Money Decisions
New Mexico
$218K +$228K +1,349 New
OC
878
Optima Capital
Oregon
$218K +$227K +1,347 New
OA
879
Operose Advisors
Wisconsin
$218K +$1.01K +6 +0.4%
GIP
880
Greatmark Investment Partners
Georgia
$218K – – –
RSWA
881
Robinson Smith Wealth Advisors
Maine
$218K – – –
SIM
882
Synergy Investment Management
Florida
$217K +$227K +1,344 New
PIFP
883
Partners in Financial Planning
Virginia
$217K +$226K +1,342 New
RAM
884
Redmond Asset Management
Virginia
$217K – – –
BWL
885
Bogart Wealth LLC
Virginia
$217K -$1.69K -10 -0.7%
GHAM
886
Gilman Hill Asset Management
Connecticut
$216K – – –
NWMP
887
Noble Wealth Management PBC
Colorado
$216K +$225K +1,333 New
CSA
888
Cottage Street Advisors
Massachusetts
$214K +$1.01K +6 +0.5%
AAS
889
Annex Advisory Services
Wisconsin
$214K – – –
PG
890
Proffitt & Goodson
Tennessee
$214K – – –
NEPWA
891
New England Private Wealth Advisors
Massachusetts
$214K +$169 +1 +0.1%
AWM
892
Atticus Wealth Management
Florida
$214K -$6.58K -39 -3%
PWM
893
PMG Wealth Management
Illinois
$213K +$223K +1,319 New
NCM
894
Next Capital Management
New York
$213K +$222K +1,318 New
PWM
895
PBMares Wealth Management
Virginia
$213K +$3.54K +21 +2%
SDWMA
896
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K – – –
AC
897
Apella Capital
Connecticut
$211K +$220K +1,305 New
CRC
898
Curi RMB Capital
Illinois
$210K -$3.54K -21 -2%
CFG
899
Chapman Financial Group
Hawaii
$209K +$218K +1,294 New
CA
900
Claro Advisors
Massachusetts
$209K – – –
34 35
36
37 38

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.