Vanguard Mid-Cap Value ETF
1,030 hedge funds and large institutions have $10.9B invested in Vanguard Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 358 increasing their positions, 344 reducing their positions, and 43 closing their positions.
1,466% more call options, than puts
Call options by funds: $4.73M | Put options by funds: $302K
149% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 43
12% more capital invested
Capital invested by funds: $9.78B → $10.9B (+$1.15B)
5% more funds holding in top 10
Funds holding in top 10: 55 → 58 (+3)
5% more funds holding
Funds holding: 981 → 1,030 (+49)
4% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 344
0.76% less ownership
Funds ownership: 62.81% → 62.04% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$31.2M |
| 2 |
AA
Axiom Advisory
San Diego,
California
|
+$27M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$23.6M |
| 4 |
AssetMark Inc
Concord,
California
|
+$22.5M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$143M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$41.8M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$26.7M |
| 4 |
Betterment LLC
New York
|
-$25.7M |
| 5 |
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
-$12.3M |
VOE Hedge Fund Activity: Q3 2024 in Review
1,030 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2024, worth a combined $10.9B — up 12% from $9.78B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new VOE positions and 43 closed out — a net gain of 64 holders — while 358 added to existing stakes and 344 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $31.2M. The largest seller was Strategic Financial Concepts, cutting an estimated $143M.
- 1,030 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2024, up from 981 in Q2 2024.
- Funds reported $10.9B of Vanguard Mid-Cap Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 107 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2024 and 43 closed out, a net change of +64 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $31.2M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $143M sold.
Based on aggregated 13F filings for Q3 2024.