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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
BFP
1076
Briaud Financial Planning
Texas
$5K +$5.4K +32 New
BLC
1077
Brown, Lisle/Cummings
Rhode Island
$4.85K +$1.69K +10 +50%
CPA
1078
Compass Planning Associates
Massachusetts
$4.54K +$4.72K +28 New
PIS
1079
POM Investment Strategies
North Carolina
$4.53K +$4.72K +28 New
RWM
1080
Ruedi Wealth Management
Illinois
$4.4K -$506 -3 -10%
LWANC
1081
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.88K – – –
FFC
1082
First Financial Corp
Indiana
$3.4K – – –
TCG
1083
Transcendent Capital Group
Oklahoma
$3.07K – – –
MLA
1084
MB, Levis & Associates
Pennsylvania
$3.02K – – –
CPBTD
1085
Central Pacific Bank - Trust Division
Hawaii
$2.91K – – –
M
1086
MOTCO
Texas
$2.75K -$13.3K -79 -82%
PP
1087
PFS Partners
New Jersey
$2.64K – – –
Q1WB
1088
Quest 10 Wealth Builders
Virginia
$2.59K +$2.7K +16 New
SWM
1089
Sugarloaf Wealth Management
Georgia
$2.1K – – –
NWWA
1090
New Wave Wealth Advisors
Arkansas
$2.1K +$2.19K +13 New
PP
1091
PrairieView Partners
Minnesota
$2K – – –
WWM
1092
Wolff Wiese Magana
California
$1.94K – – –
PPA
1093
Painted Porch Advisors
California
$1.94K – – –
AIA
1094
Arcadia Investment Advisors
Idaho
$1.78K – – –
MWM
1095
Mascoma Wealth Management
New Hampshire
$1.78K +$1.86K +11 New
VHAM
1096
Van Hulzen Asset Management
California
$1.66K +$1.69K +10 New
RFA
1097
Register Financial Advisors
Georgia
$1.46K – – –
RP
1098
Rice Partnership
Hawaii
$1.46K – – –
HFS
1099
Hopwood Financial Services
Virginia
$1.29K +$1.35K +8 New
CWP
1100
Clark Wealth Partners
Illinois
$1.29K +$1.35K +8 New
42 43
44
45 46

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.