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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
FCI
26
Financial Counselors Inc
Kansas
$226M -$1.42M -21,124 -0.6%
NHC
27
Nicholas Hoffman & Company
Georgia
$222M +$30.6M +456,572 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$206M +$8.98M +133,796 +4%
Cerity Partners
29
Cerity Partners
New York
$205M +$19M +283,808 +10%
Goldman Sachs
30
Goldman Sachs
New York
$186M -$596K -8,876 -0.3%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$186M +$17.3M +257,712 +10%
CA
32
Clearstead Advisors
Ohio
$178M -$1.15M -17,152 -0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$177M +$21.3M +317,696 +13%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$169M +$14.3M +213,320 +9%
MGIA
35
Moneta Group Investment Advisors
Missouri
$169M +$24.3M +361,972 +16%
Stifel Financial
36
Stifel Financial
Missouri
$160M +$11.5M +171,948 +7%
BPA
37
Beacon Pointe Advisors
California
$156M -$6.69M -99,700 -4%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$155M +$7.53M +112,212 +5%
Truist Financial
39
Truist Financial
North Carolina
$146M +$6.83M +101,808 +5%
FCAS
40
First Command Advisory Services
Texas
$141M +$7.65M +113,992 +6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$138M +$5.51M +82,160 +4%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$134M +$73.3K +1,092 +0.1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$131M +$6.3M +93,904 +5%
KIM
44
Kestra Investment Management
Texas
$113M +$77.1M +1,148,760 +191%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$112M +$3.54M +52,700 +3%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$112M -$4.23M -63,064 -4%
CIA
47
Choate Investment Advisors
Massachusetts
$107M -$3.67M -54,668 -3%
CFB
48
Cullen/Frost Bankers
Texas
$106M +$1.95M +29,104 +2%
CCA
49
Catalyst Capital Advisors
New York
$105M -$237K -3,536 -0.2%
MRC
50
Millburn Ridgefield Corp
New York
$105M -$237K -3,536 -0.2%

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.