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Vanguard Morningstar Mid-Cap ETF

2,125 hedge funds and large institutions have $47.5B invested in Vanguard Morningstar Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 964 increasing their positions, 732 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $5.91M

32% more repeat investments, than reductions

Existing positions increased: 964 | Existing positions reduced: 732

29% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 101

3% more funds holding in top 10

Funds holding in top 10: 233239 (+6)

0.17% more ownership

Funds ownership: 259.04%259.21% (+0.17%)

1% less funds holding

Funds holding: 2,1372,125 (-12)

5% less capital invested

Capital invested by funds: $50.1B → $47.5B (-$2.54B)

Holders
2,125
Holders Change
-12
Holders Change %
-0.56%
% of All Funds
28.49%
Holding in Top 10
239
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.58%
% of All Funds
3.2%
New
130
Increased
964
Reduced
732
Closed
101
Calls
$17.7M
Puts
$5.91M
Net Calls
+$11.8M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
276
TownSquare Capital
Utah
$13M +$3.88M +57,820 +40%
RA
277
Ruggaard & Associates
Ohio
$12.9M -$170K -2,532 -1%
PA
278
Pinnacle Associates
New York
$12.9M +$950K +14,156 +8%
CWMK
279
Caliber Wealth Management (Kansas)
Kansas
$12.8M +$13.3M +198,252 New
AMG
280
Asset Management Group
Connecticut
$12.6M +$862K +12,844 +7%
Vanguard Group
281
Vanguard Group
Pennsylvania
$12.6M +$293K +4,360 +2%
CW
282
Cook Wealth
North Carolina
$12.5M -$80.5K -1,200 -0.6%
SCA
283
STALEY CAPITAL ADVISERS
Pennsylvania
$12.5M -$3.51M -52,316 -21%
CWA
284
Centerline Wealth Advisors
Kentucky
$12.5M -$208K -3,096 -2%
BIM
285
Bridges Investment Management
Nebraska
$12.4M +$437K +6,508 +3%
CIA
286
Concurrent Investment Advisors
Florida
$12.4M +$1.41M +21,060 +12%
WPC
287
Wedmont Private Capital
Pennsylvania
$12.4M -$1.49M -22,168 -10%
JA
288
JVL Associates
Michigan
$12.3M +$44.8K +668 +0.4%
COI
289
Connable Office Inc
Michigan
$12.3M +$941K +14,028 +8%
WF
290
Whelan Financial
California
$12.3M -$140K -2,084 -1%
FNC
291
First National Corp
Massachusetts
$12.3M +$188K +2,804 +2%
CP
292
Capital Planning
Washington
$12.2M -$403K -6,000 -3%
BAMG
293
Brand Asset Management Group
Missouri
$12.2M -$219K -3,268 -2%
WIA
294
World Investment Advisors
California
$12.2M -$15.5M -231,144 -55%
MCM
295
Manchester Capital Management
Vermont
$12.2M -$1.88K -28 -0%
RC
296
Roundview Capital
New Jersey
$12.1M +$27.6K +412 +0.2%
SC
297
Sepio Capital
Utah
$12.1M -$1.91M -28,444 -13%
CFO
298
Custos Family Office
Texas
$12.1M -$44.6K -664 -0.4%
NIWA
299
New Insight Wealth Advisors
California
$12.1M +$1.71M +25,540 +16%
JJBC
300
James J. Burns & Company
New York
$12M +$712K +10,604 +6%

VO Hedge Fund Activity: Q1 2025 in Review

2,125 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2025, worth a combined $47.5B — down 5.1% from $50.1B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VO positions and 101 closed out — a net gain of 29 holders — while 964 added to existing stakes and 732 trimmed.

The largest buyer was Wells Fargo, adding an estimated $421M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $123M.

  • 2,125 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2025, down from 2,137 in Q4 2024.
  • Funds reported $47.5B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
  • 130 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2025 and 101 closed out, a net change of +29 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2025 was Wells Fargo, an estimated $421M added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2025 was BNP Paribas Financial Markets, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2025.