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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
DWM
426
Dakota Wealth Management
Florida
$7.8M -$97.7K -1,456 -1%
CSP
427
Cary Street Partners
Virginia
$7.75M +$107K +1,600 +1%
MWM
428
McNaughton Wealth Management
California
$7.74M -$4.39M -65,420 -35%
ASN
429
Advisory Services Network
Georgia
$7.73M +$753K +11,228 +10%
HFW
430
Horizon Family Wealth
Illinois
$7.73M +$1.02M +15,140 +15%
WF
431
Warner Financial
Maryland
$7.71M -$60.4K -900 -0.7%
JWCA
432
J.W. Cole Advisors
Florida
$7.64M -$2.09M -31,100 -21%
WF
433
Williams Financial
Vermont
$7.64M +$7.93M +118,104 New
FIC
434
Family Investment Center
Missouri
$7.61M -$231K -3,444 -3%
JBA
435
Johnson Bixby & Associates
Washington
$7.57M -$8.12M -121,048 -51%
CAM
436
CPA Asset Management
Florida
$7.52M -$66.8K -996 -0.8%
SFS
437
Sowell Financial Services
Arkansas
$7.49M +$1.46M +21,792 +23%
1WM
438
1900 Wealth Management
Texas
$7.47M +$10.2K +152 +0.1%
QIM
439
Quest Investment Management
Oregon
$7.45M +$260K +3,868 +3%
PWAM
440
Private Wealth Asset Management
Iowa
$7.45M +$7.73M +115,200 New
CTA
441
Chesley Taft & Associates
Illinois
$7.43M +$77.8K +1,160 +1%
VFP
442
Verus Financial Partners
Virginia
$7.43M -$155K -2,316 -2%
VWA
443
Visionary Wealth Advisors
Illinois
$7.43M -$110K -1,644 -1%
TCBWMS
444
Texas Capital Bank Wealth Management Services
Texas
$7.32M -$479K -7,140 -6%
BWCS
445
Beirne Wealth Consulting Services
Connecticut
$7.3M +$34.1K +508 +0.5%
BFS
446
Bradley Foster & Sargent
Connecticut
$7.29M -$805K -11,996 -10%
EGWAG
447
Elwood & Goetz Wealth Advisory Group
Georgia
$7.26M +$139K +2,064 +2%
WFPG
448
Waller Financial Planning Group
Ohio
$7.24M -$1.14M -17,032 -13%
XF
449
XML Financial
Maryland
$7.23M -$336K -5,000 -4%
HIW
450
Holos Integrated Wealth
Pennsylvania
$7.18M +$2.15K +32 +0%

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.