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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
FDCP
1126
Foster Dykema Cabot & Partners
Massachusetts
– -$337K -2,009 Closed
HWP
1127
Hibernia Wealth Partners
Louisiana
– -$330K -1,967 Closed
HGERS
1128
Householder Group Estate & Retirement Specialist
Arizona
– -$277K -1,655 Closed
4WM
1129
49 Wealth Management
Texas
– -$259K -1,547 Closed
WMWM
1130
Whitaker-Myers Wealth Managers
Ohio
– -$250K -1,493 Closed
HAS
1131
HBW Advisory Services
California
– -$247K -1,476 Closed
PGA
1132
Portland Global Advisors
Maine
– -$239K -1,425 Closed
SFPM
1133
Sensible Financial Planning & Management
Massachusetts
– -$230K -1,372 Closed
AAS
1134
Asset Allocation Strategies
Michigan
– -$222K -1,325 Closed
PFGIA
1135
Patriot Financial Group Insurance Agency
Massachusetts
– -$221K -1,317 Closed
WFA
1136
WMG Financial Advisors
Tennessee
– -$211K -1,261 Closed
HWMO
1137
Heritage Wealth Management (Ohio)
Ohio
– -$208K -1,241 Closed
CTA
1138
Camelot Technology Advisors
California
– -$207K -1,232 Closed
CAC
1139
Certified Advisory Corp
Florida
– -$207K -1,232 Closed
MAG
1140
Mayfair Advisory Group
Alabama
– -$205K -1,228 Closed
CAG
1141
Compass Advisory Group
New York
– -$205K -1,222 Closed
FOA
1142
Five Oceans Advisors
California
– -$205K -1,221 Closed
SP
1143
Stonebrook Private
Michigan
– -$204K -1,214 Closed
CI
1144
Ceera Investments
Texas
– -$203K -1,210 Closed
LFA
1145
Level Financial Advisors
New York
– -$200K -1,193 Closed
CWM
1146
Cedar Wealth Management
California
– -$108K -645 Closed
HPIA
1147
Hamilton Point Investment Advisors
North Carolina
– -$72.9K -435 Closed
NS
1148
NBC Securities
Alabama
– -$49K -298 Closed
NFA
1149
Northwest Financial Advisors
Virginia
– -$49.3K -294 Closed
AWA
1150
Alaska Wealth Advisors
Alaska
– -$48K -286 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.