Vanguard Morningstar Mid-Cap Value ETF
1,114 hedge funds and large institutions have $10.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 300 reducing their positions, and 53 closing their positions.
1,468% more call options, than puts
Call options by funds: $4.06M | Put options by funds: $259K
200% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 53
43% more repeat investments, than reductions
Existing positions increased: 430 | Existing positions reduced: 300
8% more funds holding
Funds holding: 1,034 → 1,114 (+80)
0% more funds holding in top 10
Funds holding in top 10: 58 → 58 (0)
0.71% less ownership
Funds ownership: 62.06% → 61.35% (-0.71%)
4% less capital invested
Capital invested by funds: $10.9B → $10.5B (-$410M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$60.7M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$58.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$46.7M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$28.4M |
| 5 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
-$95.1M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$44.9M |
| 3 |
Betterment LLC
New York
|
-$28.9M |
| 4 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$20.9M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$19.3M |
VOE Hedge Fund Activity: Q4 2024 in Review
1,114 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2024, worth a combined $10.5B — down 3.7% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new VOE positions and 53 closed out — a net gain of 106 holders — while 430 added to existing stakes and 300 trimmed.
The largest buyer was Wells Fargo, adding an estimated $60.7M. The largest seller was Money Design, exiting entirely with an estimated $95.1M sold.
- 1,114 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2024, up from 1,034 in Q3 2024.
- Funds reported $10.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
- 159 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2024 and 53 closed out, a net change of +106 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2024 was Wells Fargo, an estimated $60.7M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2024 was Money Design, an estimated $95.1M sold.
Based on aggregated 13F filings for Q4 2024.