Vanguard Morningstar Mid-Cap Value ETF
982 hedge funds and large institutions have $9.91B invested in Vanguard Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 370 increasing their positions, 356 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: 370 | Existing positions reduced: 356
1% more funds holding
Funds holding: 975 → 982 (+7)
2% less capital invested
Capital invested by funds: $10.1B → $9.91B (-$204M)
2.28% less ownership
Funds ownership: 62.71% → 60.43% (-2.3%)
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 |
Morgan Stanley
New York
|
+$24.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$795M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.9M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$24.8M |
| 5 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
-$21.8M |
VOE Hedge Fund Activity: Q1 2024 in Review
982 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2024, worth a combined $9.91B — down 2% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new VOE positions and 59 closed out — a net gain of 22 holders — while 370 added to existing stakes and 356 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $47.9M. The largest seller was Betterment LLC, cutting an estimated $795M.
- 982 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2024, up from 975 in Q4 2023.
- Funds reported $9.91B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2024, down 2% quarter-over-quarter.
- 81 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2024 and 59 closed out, a net change of +22 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2024 was AssetMark Inc, an estimated $47.9M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2024 was Betterment LLC, an estimated $795M sold.
Based on aggregated 13F filings for Q1 2024.