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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
GCM
1101
Gables Capital Management
Florida
$971 – – –
FWM
1102
FLP Wealth Management
Arkansas
$666 +$675 +4 New
CA
1103
Crewe Advisors
Utah
$648 – – –
W
1104
WealthCollab
Washington
$648 – – –
PP
1105
Pacifica Partners
Canada
$484 – – –
MBFW
1106
Morton Brown Family Wealth
Pennsylvania
$324 – – –
TCM
1107
Tradewinds Capital Management
Washington
$324 – – –
TWM
1108
Topsail Wealth Management
North Carolina
$324 +$337 +2 New
MFA
1109
Morling Financial Advisors
California
$138 – – –
RFG
1110
REAP Financial Group
Texas
$81 +$169 +1 New
MD
1111
Money Design
Japan
– -$95.1M -567,357 Closed
LNC
1112
Lincoln National Corp
Pennsylvania
– -$44.9M -267,817 Closed
Prudential Financial
1113
Prudential Financial
New Jersey
– -$16.1M -95,863 Closed
QAM
1114
Q3 Asset Management
Michigan
– -$15M -89,506 Closed
CSPIA
1115
Cary Street Partners Investment Advisory
Virginia
– -$11.9M -70,809 Closed
Susquehanna International Group
1116
Susquehanna International Group
Pennsylvania
– -$3.67M -21,734 Closed
WWM
1117
Whalen Wealth Management
Nevada
– -$2.84M -16,954 Closed
EFA
1118
Evernest Financial Advisors
Indiana
– -$1.26M -7,496 Closed
STA
1119
Summit Trail Advisors
New York
– -$1.03M -6,140 Closed
MFA
1120
McClarren Financial Advisors
Pennsylvania
– -$547 -4,979 Closed
CWM
1121
Connecticut Wealth Management
Connecticut
– -$816K -4,864 Closed
TCWA
1122
Turtle Creek Wealth Advisors
Texas
– -$443K -2,644 Closed
DAS
1123
Dynamic Advisor Solutions
Arizona
– -$417K -2,486 Closed
SAM
1124
Secure Asset Management
Michigan
– -$378K -2,254 Closed
FTDI
1125
First Trust Direct Indexing
Massachusetts
– -$376K -2,242 Closed
43 44
45
46 47

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.