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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
DK
351
David Kennon
Florida
$9.81M -$199K -2,964 -2%
CAM
352
Cozad Asset Management
Illinois
$9.8M +$153K +2,284 +2%
CNBT
353
Canandaigua National Bank & Trust
New York
$9.79M -$82.4K -1,228 -0.8%
RWI
354
Red Wave Investments
Pennsylvania
$9.72M -$1.01M -14,984 -9%
BAWM
355
Bennett Associates Wealth Management
Pennsylvania
$9.7M -$300K -4,472 -3%
LGWM
356
Litman Gregory Wealth Management
California
$9.7M +$9.24M +137,704 +1,117%
ACA
357
Aspire Capital Advisors
Washington
$9.61M -$623K -9,276 -6%
WAG
358
Wheelhouse Advisory Group
Missouri
$9.59M +$515K +7,680 +5%
TYCC
359
Texas Yale Capital Corp
Florida
$9.58M +$720K +10,728 +8%
AH
360
Addis & Hill
Pennsylvania
$9.55M +$442K +6,584 +5%
BPAMU
361
BTG Pactual Asset Management US
New York
$9.55M +$79.5K +1,184 +0.8%
HWM
362
Horizons Wealth Management
North Carolina
$9.51M +$260K +3,868 +3%
SC
363
Savant Capital
Illinois
$9.5M -$584K -8,704 -6%
MWA
364
Meridian Wealth Advisors
Texas
$9.49M +$680K +10,128 +7%
GCM
365
Gibraltar Capital Management
Oklahoma
$9.44M +$9.8M +146,016 New
CWA
366
Consilio Wealth Advisors
Washington
$9.38M -$3.87M -57,692 -28%
SFG
367
Sage Financial Group
Pennsylvania
$9.36M +$301K +4,488 +3%
RWA
368
Rooted Wealth Advisors
Illinois
$9.32M -$372K -5,544 -3%
SL
369
SFM LLC
New Hampshire
$9.32M -$402K -5,984 -4%
B
370
Bailard
California
$9.29M +$196K +2,920 +2%
AIM
371
Advyzon Investment Management
Illinois
$9.27M -$1.95M -29,000 -17%
PMWMG
372
Parr McKnight Wealth Management Group
Minnesota
$9.26M -$312K -4,656 -3%
AHC
373
Anderson Hoagland & Co
Missouri
$9.25M -$216K -3,220 -2%
GBT
374
Grove Bank & Trust
Florida
$9.18M +$896K +13,356 +10%
ZIG
375
Zuckerman Investment Group
Illinois
$9.18M +$184K +2,744 +2%

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.