Vanguard Morningstar Mid-Cap Value ETF
1,034 hedge funds and large institutions have $10.9B invested in Vanguard Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 362 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: $9.79B → $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: 985 → 1,034 (+49)
5% more repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 344
0.09% more ownership
Funds ownership: 61.97% → 62.06% (+0.09%)
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 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$41.8M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$26.7M |
| 3 |
Betterment LLC
New York
|
-$25.7M |
| 4 |
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
-$12.3M |
| 5 |
Rockefeller Capital Management
New York
|
-$11.1M |
VOE Hedge Fund Activity: Q3 2024 in Review
1,034 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2024, worth a combined $10.9B — up 12% from $9.79B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new VOE positions and 43 closed out — a net gain of 64 holders — while 362 added to existing stakes and 344 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $31.2M. The largest seller was Focus Partners Wealth, cutting an estimated $41.8M.
- 1,034 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2024, up from 985 in Q2 2024.
- Funds reported $10.9B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 107 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2024 and 43 closed out, a net change of +64 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2024 was EP Wealth Advisors, an estimated $31.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $41.8M sold.
Based on aggregated 13F filings for Q3 2024.