Vanguard Morningstar Mid-Cap Value ETF
892 hedge funds and large institutions have $9.25B invested in Vanguard Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 355 increasing their positions, 311 reducing their positions, and 59 closing their positions.
1,229% more call options, than puts
Call options by funds: $8.46M | Put options by funds: $637K
14% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 311
1.45% more ownership
Funds ownership: 60.85% → 62.31% (+1.5%)
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
2% less funds holding
Funds holding: 912 → 892 (-20)
6% less capital invested
Capital invested by funds: $9.84B → $9.25B (-$588M)
6% less funds holding in top 10
Funds holding in top 10: 64 → 60 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$97.2M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$75.9M |
| 3 |
Betterment LLC
New York
|
+$31.6M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$28.9M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$43M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$40.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$33.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.1M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$22.2M |
VOE Hedge Fund Activity: Q3 2023 in Review
892 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2023, worth a combined $9.25B — down 6% from $9.84B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of VOE and 54 opened new positions — a net loss of 5 holders — while 311 trimmed existing stakes and 355 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $97.2M. The largest seller was Wells Fargo, cutting an estimated $43M.
- 892 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2023, down from 912 in Q2 2023.
- Funds reported $9.25B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2023, down 6% quarter-over-quarter.
- 54 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2023 and 59 closed out, a net change of -5 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2023 was Charles Schwab, an estimated $97.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2023 was Wells Fargo, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2023.