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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
FNFDCM
401
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.37M -$194K -2,884 -2%
SEM
402
Strategic Equity Management
Arizona
$8.35M +$7.68M +114,436 +777%
KeyBank National Association
403
KeyBank National Association
Ohio
$8.29M -$18.8K -280 -0.2%
KWM
404
Kingsview Wealth Management
Oregon
$8.27M -$495K -7,372 -5%
HL
405
HeadInvest LLC
Maine
$8.25M +$167K +2,488 +2%
KSWA
406
Kathleen S. Wright Associates
Pennsylvania
$8.22M +$13.2K +196 +0.2%
AIM
407
Acropolis Investment Management
Missouri
$8.19M -$51.5K -768 -0.6%
PFS
408
Prospera Financial Services
Texas
$8.18M -$934K -13,916 -10%
GFG
409
Greenbush Financial Group
New York
$8.16M +$647K +9,648 +8%
OCFG
410
O'Connor Financial Group
Illinois
$8.16M -$59.1K -880 -0.7%
UFA
411
Uptown Financial Advisors
Texas
$8.16M +$569K +8,476 +7%
PWP
412
Principle Wealth Partners
Connecticut
$8.16M -$104K -1,544 -1%
CIAS
413
Capital Investment Advisory Services
North Carolina
$8.12M +$490K +7,304 +6%
HAC
414
Harbor Advisory Corp
New Hampshire
$8.1M +$382K +5,692 +5%
FCA
415
FLC Capital Advisors
California
$8.09M +$229K +3,408 +3%
CAG
416
Crestwood Advisors Group
Massachusetts
$8.08M +$505K +7,520 +6%
MWM
417
MorganRosel Wealth Management
Colorado
$8.02M +$693K +10,320 +9%
GCP
418
Gill Capital Partners
Colorado
$7.99M +$536K +7,988 +7%
UBV
419
United Bank (Virginia)
Virginia
$7.98M +$1.56M +23,300 +23%
M&T Bank
420
M&T Bank
New York
$7.96M +$290K +4,328 +4%
WIC
421
Whitegate Investment Counselors
New Hampshire
$7.96M -$584K -8,696 -7%
CT
422
Caldwell Trust
Florida
$7.95M +$228K +3,392 +3%
JFA
423
JNBA Financial Advisors
Minnesota
$7.93M +$938K +13,980 +13%
MI
424
Moneywise Inc
Virginia
$7.88M +$5.63M +83,820 +221%
NF
425
Nikulski Financial
Iowa
$7.85M +$176K +2,620 +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.