Vanguard Mid-Cap Value ETF
978 hedge funds and large institutions have $9.91B invested in Vanguard Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 369 increasing their positions, 354 reducing their positions, and 59 closing their positions.
2,991% more call options, than puts
Call options by funds: $6.27M | Put options by funds: $203K
37% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 59
8% more funds holding in top 10
Funds holding in top 10: 61 → 66 (+5)
4% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 354
1% more funds holding
Funds holding: 971 → 978 (+7)
6.05% less ownership
Funds ownership: 66.49% → 60.44% (-6.1%)
8% less capital invested
Capital invested by funds: $10.7B → $9.91B (-$823M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$47.9M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$31.7M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$27.2M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$795M |
| 2 |
Morgan Stanley
New York
|
-$601M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$77M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.9M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$24.8M |
VOE Hedge Fund Activity: Q1 2024 in Review
978 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2024, worth a combined $9.91B — down 7.7% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new VOE positions and 59 closed out — a net gain of 22 holders — while 369 added to existing stakes and 354 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $47.9M. The largest seller was Betterment LLC, cutting an estimated $795M.
- 978 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2024, up from 971 in Q4 2023.
- Funds reported $9.91B of Vanguard Mid-Cap Value ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
- 81 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2024 and 59 closed out, a net change of +22 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2024 was AssetMark Inc, an estimated $47.9M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2024 was Betterment LLC, an estimated $795M sold.
Based on aggregated 13F filings for Q1 2024.