Vanguard Mid-Cap Value ETF
890 hedge funds and large institutions have $9.24B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 353 increasing their positions, 310 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: 353 | Existing positions reduced: 310
0.33% less ownership
Funds ownership: 62.61% → 62.27% (-0.33%)
7% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 59
2% less funds holding
Funds holding: 909 → 890 (-19)
6% less capital invested
Capital invested by funds: $9.85B → $9.24B (-$610M)
6% less funds holding in top 10
Funds holding in top 10: 63 → 59 (-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 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$291M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$43M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$40.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$33.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$27.1M |
VOE Hedge Fund Activity: Q3 2023 in Review
890 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2023, worth a combined $9.24B — down 6.2% from $9.85B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of VOE and 55 opened new positions — a net loss of 4 holders — while 310 trimmed existing stakes and 353 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $97.2M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $291M sold.
- 890 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2023, down from 909 in Q2 2023.
- Funds reported $9.24B of Vanguard Mid-Cap Value ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
- 55 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2023 and 59 closed out, a net change of -4 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2023 was Charles Schwab, an estimated $97.2M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $291M sold.
Based on aggregated 13F filings for Q3 2023.