We are live on ! Find out more
VO icon

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
HR
451
Howe & Rusling
New York
$7.18M -$549K -8,180 -7%
BOC
452
Bull Oak Capital
California
$7.17M +$279K +4,156 +4%
TA
453
TruWealth Advisors
Louisiana
$7.14M -$96.9K -1,444 -1%
DBRC
454
D.B. Root & Company
Pennsylvania
$7.12M +$2.16M +32,160 +41%
RWM
455
RKL Wealth Management
Pennsylvania
$7.11M -$152K -2,272 -2%
AF
456
Amara Financial
California
$7.1M +$137K +2,044 +2%
BWA
457
Beam Wealth Advisors
Louisiana
$7.09M +$85.9K +1,280 +1%
FMB
458
Field & Main Bank
Kentucky
$7.08M +$7.35M +109,564 New
AFG
459
Atomi Financial Group
New York
$7.05M +$787K +11,724 +12%
FPCG
460
Forum Private Client Group
Indiana
$7.04M +$391K +5,820 +6%
TAM
461
Titleist Asset Management
Texas
$7.04M +$2.03M +30,184 +38%
CP
462
Creekside Partners
California
$7.02M +$99.1K +1,476 +1%
JIC
463
Johnson Investment Counsel
Ohio
$6.99M +$792K +11,800 +12%
IAN
464
Integrated Advisors Network
Texas
$6.96M -$134K -1,996 -2%
MOS
465
MGO One Seven
Ohio
$6.91M -$66K -984 -0.9%
CRC
466
Curi RMB Capital
Illinois
$6.88M -$2.35M -34,948 -25%
FAI
467
Fiduciary Advisors Inc
Missouri
$6.88M +$101K +1,508 +1%
Financial Engines Advisors
468
Financial Engines Advisors
California
$6.87M -$151K -2,256 -2%
WT
469
Washington Trust
Rhode Island
$6.87M -$50.7K -756 -0.7%
CFA
470
Cahill Financial Advisors
Minnesota
$6.86M +$282K +4,196 +4%
FWM
471
Fonville Wealth Management
Virginia
$6.83M +$196K +2,920 +3%
SAM
472
Sawgrass Asset Management
Florida
$6.78M -$67.1K -1,000 -0.9%
KW
473
Keyvantage Wealth
Pennsylvania
$6.74M +$6.56M +97,780 +1,510%
SF
474
Synovus Financial
Georgia
$6.66M +$410K +6,116 +6%
BA
475
Bristlecone Advisors
Washington
$6.65M -$90.2K -1,344 -1%

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.