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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
CWM
526
Centurion Wealth Management
Virginia
$5.42M
PWM
527
Perigon Wealth Management
California
$5.38M +$144K +2,148 +3%
CFG
528
Clayton Financial Group
Missouri
$5.37M +$35.4K +528 +0.6%
BWM
529
Benchmark Wealth Management
Connecticut
$5.34M -$220K -3,276 -4%
RPGK
530
Retirement Planning Group (Kansas)
Kansas
$5.3M -$210K -3,132 -4%
CA
531
Clune & Associates
Illinois
$5.28M +$110K +1,632 +2%
SG
532
StoneX Group
New York
$5.25M +$321K +4,784 +6%
CWM
533
Calamos Wealth Management
Illinois
$5.22M +$53.7K +800 +1%
DAS
534
Dynamic Advisor Solutions
Arizona
$5.21M +$5.41M +80,632 New
RF
535
Robinswood Financial
Washington
$5.2M -$167K -2,484 -3%
SCM
536
SCS Capital Management
Massachusetts
$5.2M +$5.4M +80,400 New
RWP
537
RWA Wealth Partners
Massachusetts
$5.19M +$999K +14,884 +23%
KCM
538
Kendall Capital Management
Maryland
$5.18M
ST
539
Spinnaker Trust
Maine
$5.18M -$168K -2,504 -3%
BCWM
540
Bartlett & Co Wealth Management
Ohio
$5.15M -$30.6K -456 -0.6%
ML
541
McAdam LLC
Pennsylvania
$5.15M -$8.37M -124,716 -61%
PFG
542
PAX Financial Group
Texas
$5.14M -$603K -8,992 -10%
SAM
543
S.A. Mason
Michigan
$5.11M +$399K +5,944 +8%
SMA
544
Sage Mountain Advisors
Georgia
$5.11M
RA
545
RFG Advisory
Alabama
$5.07M -$25.2K -376 -0.5%
RWIA
546
Roger Wittlin Investment Advisory
California
$5.03M -$77K -1,148 -1%
FWS
547
FinDec Wealth Services
California
$5.02M +$1.04M +15,540 +25%
SIA
548
Spectrum Investment Advisors
Wisconsin
$5.02M +$196K +2,924 +4%
AC
549
AlphaCore Capital
California
$5M +$5.19M +77,408 New
MA
550
Marquette Associates
Illinois
$4.99M +$16.6K +248 +0.3%

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.