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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
ATC
551
Argent Trust Co
Tennessee
$4.96M +$624K +9,292 +14%
BCM
552
Beaumont Capital Management
Massachusetts
$4.93M -$445K -6,632 -8%
BP
553
BBR Partners
New York
$4.91M +$6.98K +104 +0.1%
KWMG
554
King Wealth Management Group
Florida
$4.91M
SC
555
SouthState Corp
Florida
$4.82M +$213K +3,180 +4%
CBA
556
Coastal Bridge Advisors
Connecticut
$4.81M +$4.79M +71,324 +2,337%
GG
557
Gleason Group
Kentucky
$4.8M +$13.2K +196 +0.3%
LC
558
Lindbrook Capital
California
$4.75M -$139K -2,068 -3%
FUBT
559
First United Bank & Trust
Maryland
$4.74M +$271K +4,032 +6%
AIA
560
Accelerate Investment Advisors
California
$4.73M +$70.3K +1,048 +1%
SIM
561
Stratos Investment Management
Ohio
$4.7M -$334K -4,976 -6%
MWM
562
Modern Wealth Management
Kansas
$4.69M +$761K +11,344 +18%
MA
563
Mutual Advisors
Nebraska
$4.68M -$104K -1,552 -2%
MG
564
Mather Group
Illinois
$4.67M +$168K +2,504 +4%
BFWA
565
Benchmark Financial Wealth Advisors
Florida
$4.67M -$2.37M -35,348 -33%
NFP
566
Narus Financial Partners
Utah
$4.63M +$46.4K +692 +1%
FFC
567
First Financial Corp
Indiana
$4.6M +$956K +14,248 +25%
CCM
568
Colorado Capital Management
Colorado
$4.6M +$351K +5,228 +8%
AF
569
Advisornet Financial
Minnesota
$4.59M +$527K +7,856 +12%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$4.55M -$33.6K -500 -0.7%
FLI
571
Family Legacy Inc
South Carolina
$4.53M -$296K -4,412 -6%
WLIM
572
White Lighthouse Investment Management
Massachusetts
$4.52M +$156K +2,320 +3%
VCWM
573
Vista Cima Wealth Management
Arizona
$4.52M +$1.07M +15,876 +29%
MF
574
Meridian Financial
Massachusetts
$4.51M -$48K -716 -1%
VFA
575
Valeo Financial Advisors
Indiana
$4.48M +$782K +11,652 +20%

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.