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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
BJL
476
Brighton Jones LLC
Washington
$6.65M -$86.7K -1,292 -1%
PCM
477
Parsons Capital Management
Rhode Island
$6.64M +$31.4K +468 +0.5%
MHC
478
May Hill Capital
Massachusetts
$6.61M -$77K -1,148 -1%
BFAG
479
Blackston Financial Advisory Group
Florida
$6.6M -$366K -5,448 -5%
NWM
480
Northcape Wealth Management
New York
$6.59M +$78.7K +1,172 +1%
KPWG
481
KFA Private Wealth Group
Virginia
$6.47M +$404K +6,016 +6%
GCM
482
Granby Capital Management
Florida
$6.47M +$6.71M +100,000 New
SC
483
Steph & Co
Wisconsin
$6.4M +$196K +2,924 +3%
GHAM
484
Gilman Hill Asset Management
Connecticut
$6.39M +$460K +6,860 +7%
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$6.38M +$1.26M +18,768 +23%
FMC
486
First Merchants Corp
Indiana
$6.38M +$55.3K +824 +0.8%
HI
487
Harbour Investments
Wisconsin
$6.38M +$417K +6,216 +7%
LIG
488
Lokken Investment Group
Delaware
$6.35M +$466K +6,940 +8%
FWP
489
Fiduciary Wealth Partners
Massachusetts
$6.33M +$6.57M +97,884 New
EFS
490
Essex Financial Services
Connecticut
$6.32M -$38.9K -580 -0.6%
CFP
491
Cascade Financial Partners
California
$6.29M +$127K +1,888 +2%
WIA
492
Wealthedge Investment Advisors
New York
$6.28M -$941K -14,024 -13%
GIA
493
Gladstone Institutional Advisory
Florida
$6.24M -$30.9K -460 -0.5%
BWP
494
Bernardo Wealth Planning
Pennsylvania
$6.18M +$85.6K +1,276 +1%
TFA
495
Trinity Financial Advisors
Ohio
$6.18M +$598K +8,916 +10%
SPC
496
Sigma Planning Corp
Michigan
$6.17M +$263K +3,916 +4%
CA
497
Capital Advantage
California
$6.13M
KCAM
498
Kagan Cocozza Asset Management
New Jersey
$6.12M +$485K +7,232 +8%
TFGT
499
TS Financial Group (TSFG)
Illinois
$6.1M -$964K -14,372 -13%
CANC
500
Culbertson A N & Co
Virginia
$6.09M -$79.2K -1,180 -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.