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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
OCM
501
One Capital Management
California
$6.06M +$267K +3,976 +4%
FF
502
Farrell Financial
New York
$6.06M -$156K -2,332 -2%
MBI
503
May Barnhard Investments
Maryland
$6.04M +$333K +4,960 +6%
CWS
504
Cypress Wealth Services
California
$6.01M -$59.9K -892 -0.9%
AFP
505
Ausdal Financial Partners
Iowa
$6.01M +$47.8K +712 +0.8%
SIA
506
Strategic Investment Advisors
Michigan
$5.99M +$584K +8,704 +10%
WCFA
507
Walkner Condon Financial Advisors
Wisconsin
$5.94M -$297K -4,432 -5%
FPB
508
First PREMIER Bank
South Dakota
$5.92M +$53.1K +792 +0.9%
AWA
509
Arkadios Wealth Advisors
Georgia
$5.9M +$2.74M +40,812 +81%
UCFA
510
United Capital Financial Advisors
Texas
$5.84M -$44.6K -664 -0.7%
MW
511
MBL Wealth
North Carolina
$5.76M -$2.95K -44 -0%
EF
512
Envision Financial
Wisconsin
$5.73M -$376K -5,600 -6%
DC
513
Davenport & Co
Virginia
$5.71M +$252K +3,752 +4%
NL
514
NWAM LLC
Washington
$5.7M -$1.14M -16,992 -16%
CA
515
Continuum Advisory
Idaho
$5.67M +$331K +4,936 +6%
AAM
516
Ameraudi Asset Management
New York
$5.63M -$981K -14,620 -14%
AAS
517
Ameritas Advisory Services
Nebraska
$5.59M -$825K -12,296 -13%
WFAG
518
Wescott Financial Advisory Group
Pennsylvania
$5.59M -$567K -8,444 -9%
RWM
519
Rialto Wealth Management
New York
$5.59M -$57.2K -852 -1%
CIP
520
Capital Insight Partners
Arizona
$5.57M -$93.1K -1,388 -2%
MAM
521
Mystic Asset Management
Rhode Island
$5.54M -$108K -1,616 -2%
DWP
522
Destiny Wealth Partners
Florida
$5.52M +$226K +3,372 +4%
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$5.49M +$772K +11,508 +16%
LWM
524
Latko Wealth Management
Illinois
$5.45M -$225K -3,360 -4%
FIS
525
Fischer Investment Strategies
California
$5.42M -$2.82M -41,948 -33%

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.