Vanguard Morningstar Mid-Cap Value ETF
985 hedge funds and large institutions have $9.79B invested in Vanguard Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 367 reducing their positions, and 58 closing their positions.
7,998% more call options, than puts
Call options by funds: $4.86M | Put options by funds: $60K
29% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 58
1.54% more ownership
Funds ownership: 60.43% → 61.97% (+1.5%)
0% more funds holding
Funds holding: 982 → 985 (+3)
1% less capital invested
Capital invested by funds: $9.91B → $9.79B (-$125M)
12% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 367
17% less funds holding in top 10
Funds holding in top 10: 66 → 55 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Axiom Advisory
San Diego,
California
|
+$186M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$44.6M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$26.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7M |
| 5 |
Morgan Stanley
New York
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$86.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$35.1M |
| 3 |
EH
Equitable Holdings
New York
|
-$18.6M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$13.7M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$13M |
VOE Hedge Fund Activity: Q2 2024 in Review
985 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2024, worth a combined $9.79B — down 1.3% from $9.91B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VOE positions and 58 closed out — a net gain of 17 holders — while 322 added to existing stakes and 367 trimmed.
The largest buyer was Axiom Advisory, adding an estimated $186M. The largest seller was Betterment LLC, cutting an estimated $86.8M.
- 985 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2024, up from 982 in Q1 2024.
- Funds reported $9.79B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
- 75 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2024 and 58 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2024 was Axiom Advisory, an estimated $186M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2024 was Betterment LLC, an estimated $86.8M sold.
Based on aggregated 13F filings for Q2 2024.