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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
FF
376
Financial Futures
New Jersey
$9.16M +$304K +4,524 +3%
EWP
377
Elevation Wealth Partners
California
$9.15M +$213K +3,180 +2%
BFS
378
Beacon Financial Strategies
North Carolina
$9.08M -$248K -3,692 -3%
DWP
379
Daymark Wealth Partners
Ohio
$9.04M -$4.92M -73,344 -34%
CA
380
CoreCap Advisors
Michigan
$9.04M +$672K +10,012 +8%
DW30
381
Drucker Wealth 3.0
New Jersey
$9.03M +$2.82M +42,028 +43%
FB
382
First Bancorp
Maine
$9.02M +$195K +2,900 +2%
MFA
383
McClarren Financial Advisors
Pennsylvania
$8.95M +$8.72M +129,876 New
PF
384
Prosperitas Financial
California
$8.9M +$311K +4,632 +3%
WMA
385
William Mack & Associates
Michigan
$8.88M +$3.65M +54,452 +66%
FA
386
Fiducient Advisors
Illinois
$8.87M -$15.1M -225,172 -62%
EFG
387
Ethos Financial Group
Pennsylvania
$8.82M +$240K +3,572 +3%
SWM
388
Sagace Wealth Management
Florida
$8.8M +$38.1K +568 +0.4%
MIA
389
Milestone Investment Advisors
Wisconsin
$8.8M +$8.15M +121,428 +831%
TCM
390
TD Capital Management
Tennessee
$8.73M -$13.7K -204 -0.2%
DWM
391
Diversify Wealth Management
Utah
$8.68M +$179K +2,664 +2%
MNA
392
Manning & Napier Advisors
New York
$8.59M -$147K -2,192 -2%
VA
393
Valmark Advisers
Ohio
$8.59M -$44.6K -664 -0.5%
PCIA
394
Prime Capital Investment Advisors
Kansas
$8.55M +$198K +2,948 +2%
4FG
395
4Thought Financial Group
New York
$8.52M -$44K -656 -0.5%
HFRG
396
Houlihan Financial Resource Group
Virginia
$8.51M -$147K -2,188 -2%
LFA
397
Legend Financial Advisors
Pennsylvania
$8.51M -$5.02M -74,764 -36%
GA
398
GFS Advisors
Texas
$8.48M +$3.66M +54,600 +71%
FMP
399
Financial Management Professionals
Texas
$8.48M +$497K +7,404 +6%
EWM
400
Evermay Wealth Management
Virginia
$8.43M +$157K +2,344 +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.