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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
GFG
326
Goldstone Financial Group
Illinois
$11M +$1.09M +16,300 +11%
VWA
327
VSM Wealth Advisory
Maryland
$11M -$521K -7,768 -4%
AA
328
Ancora Advisors
Ohio
$10.9M +$118K +1,756 +1%
HCM
329
Hall Capital Management
Rhode Island
$10.9M +$865K +12,888 +8%
FWM
330
ForthRight Wealth Management
Georgia
$10.7M +$419K +6,244 +4%
AWM
331
Aries Wealth Management
Maine
$10.7M +$28.5K +424 +0.3%
BONH
332
Bank of New Hampshire
New Hampshire
$10.7M -$118K -1,760 -1%
AW
333
Avion Wealth
Texas
$10.7M
FFP
334
Freedom Financial Partners
Minnesota
$10.6M +$776K +11,556 +8%
DWM
335
Drive Wealth Management
Utah
$10.6M +$304K +4,536 +3%
AGA
336
Arkos Global Advisors
Texas
$10.6M -$276K -4,116 -2%
SHWM
337
Smith & Howard Wealth Management
Georgia
$10.6M +$1.61M +23,988 +17%
LBC
338
Lowe Brockenbrough & Co
Virginia
$10.6M -$137K -2,048 -1%
KPWS
339
Kestra Private Wealth Services
Texas
$10.5M +$1.56M +23,312 +17%
JFG
340
JDM Financial Group
Texas
$10.4M +$283K +4,216 +3%
NFW
341
Noble Family Wealth
Florida
$10.3M -$196K -2,924 -2%
MM
342
Meridian Management
Arkansas
$10.3M -$1.68M -25,040 -14%
FPCP
343
Fort Point Capital Partners
California
$10.3M -$710K -10,584 -6%
FMI
344
F/M Investments
District of Columbia
$10.2M +$387K +5,768 +4%
GWA
345
Gratus Wealth Advisors
Virginia
$10.2M -$320K -4,772 -3%
AWM
346
Avior Wealth Management
Nebraska
$10.1M +$156K +2,324 +1%
PAG
347
Private Advisory Group
Washington
$10.1M +$467K +6,952 +5%
SWP
348
Stratos Wealth Partners
Ohio
$10M -$154K -2,288 -1%
RPC
349
Rossmore Private Capital
Connecticut
$9.97M -$269K -4,012 -3%
FCA
350
Fortis Capital Advisors
Kansas
$9.92M +$9.96M +148,420 +2,961%

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.