Vanguard Morningstar Mid-Cap Value ETF
975 hedge funds and large institutions have $10.1B invested in Vanguard Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 48 closing their positions.
190% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 48
92% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $2.36M
9% more capital invested
Capital invested by funds: $9.25B → $10.1B (+$864M)
9% more funds holding
Funds holding: 892 → 975 (+83)
2% more funds holding in top 10
Funds holding in top 10: 60 → 61 (+1)
2% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 333
0.41% more ownership
Funds ownership: 62.31% → 62.71% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.6M |
| 2 |
AssetMark Inc
Concord,
California
|
+$21.4M |
| 3 |
JP Morgan Chase
New York
|
+$19.4M |
| 4 |
Betterment LLC
New York
|
+$18.3M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$36.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$23M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$22.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.8M |
VOE Hedge Fund Activity: Q4 2023 in Review
975 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2023, worth a combined $10.1B — up 9.3% from $9.25B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new VOE positions and 48 closed out — a net gain of 91 holders — while 338 added to existing stakes and 333 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $23.6M. The largest seller was Envestnet Asset Management, cutting an estimated $36.3M.
- 975 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2023, up from 892 in Q3 2023.
- Funds reported $10.1B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2023, up 9.3% quarter-over-quarter.
- 139 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2023 and 48 closed out, a net change of +91 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $23.6M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2023.