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Vanguard Mid-Cap Value ETF
VOE

1,030 hedge funds and large institutions have $10.9B invested in Vanguard Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 358 increasing their positions, 344 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,466% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $302K

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

12% more capital invested

Capital invested by funds: $9.78B → $10.9B (+$1.15B)

5% more funds holding in top 10

Funds holding in top 10: 55 → 58 (+3)

5% more funds holding

Funds holding: 981 → 1,030 (+49)

4% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 344

0.76% less ownership

Funds ownership: 62.81% → 62.04% (-0.76%)

Holders
1,030
Holders Change
+49
Holders Change %
+4.99%
% of All Funds
14.79%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.83%
New
107
Increased
358
Reduced
344
Closed
43
Calls
$4.73M
Puts
$302K
Net Calls
+$4.43M
Net Calls Change
-$373K

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$31.2M
2
AA
Axiom Advisory
California
+$27M
3
BEI
Benjamin Edwards Inc
Missouri
+$23.6M
4
AssetMark Inc
AssetMark Inc
California
+$22.5M
5
MFIM
Mesirow Financial Investment Management
Illinois
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$143M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$41.8M
3
SP
Symmetry Partners
Connecticut
-$26.7M
4
Betterment LLC
Betterment LLC
New York
-$25.7M
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Ruedi Wealth Management
Illinois
$4.99K – – –
PFG
1002
Peterson Financial Group
Iowa
$4.04K +$3.81K +24 New
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.03K – – –
BWP
1004
Baldwin Wealth Partners
Massachusetts
$3.69K -$8.11K -51 -70%
FFC
1005
First Financial Corp
Indiana
$3.52K -$5.25K -33 -61%
NC
1006
NewSquare Capital
Pennsylvania
$3.35K – – –
BLC
1007
Brown, Lisle/Cummings
Rhode Island
$3.35K +$3.18K +20 New
TCG
1008
Transcendent Capital Group
Oklahoma
$3.19K – – –
MLA
1009
MB, Levis & Associates
Pennsylvania
$3.1K +$159 +1 +6%
CPBTD
1010
Central Pacific Bank - Trust Division
Hawaii
$3.02K – – –
FAM
1011
Family Asset Management
South Carolina
$3.02K – – –
PP
1012
PFS Partners
New Jersey
$2.72K – – –
MIM
1013
Macroview Investment Management
Maryland
$2.42K – – –
BOC
1014
Bull Oak Capital
California
$2.36K +$2.23K +14 New
SWM
1015
Sugarloaf Wealth Management
Georgia
$2.18K +$2.07K +13 New
WWM
1016
Wolff Wiese Magana
California
$2.01K – – –
PPA
1017
Painted Porch Advisors
California
$2.01K +$1.91K +12 New
PP
1018
PrairieView Partners
Minnesota
$2K +$2.38K +15 New
AIA
1019
Arcadia Investment Advisors
Idaho
$1.84K – – –
RFA
1020
Register Financial Advisors
Georgia
$1.51K – – –
RP
1021
Rice Partnership
Hawaii
$1.51K +$1.43K +9 New
GCM
1022
Gables Capital Management
Florida
$1.01K – – –
CA
1023
Centerpoint Advisors
Massachusetts
$1K +$477 +3 New
CA
1024
Crewe Advisors
Utah
$671 +$636 +4 New
W
1025
WealthCollab
Washington
$671 +$636 +4 New
39 40
41
42 43

VOE Hedge Fund Activity: Q3 2024 in Review

1,030 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2024, worth a combined $10.9B — up 12% from $9.78B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VOE positions and 43 closed out — a net gain of 64 holders — while 358 added to existing stakes and 344 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $31.2M. The largest seller was Strategic Financial Concepts, cutting an estimated $143M.

  • 1,030 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2024, up from 981 in Q2 2024.
  • Funds reported $10.9B of Vanguard Mid-Cap Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2024 and 43 closed out, a net change of +64 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $31.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2024.