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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
BWM
576
BKM Wealth Management
Wisconsin
$4.48M -$126K -1,876 -3%
FGWP
577
Founders Grove Wealth Partners
Virginia
$4.48M +$384K +5,728 +9%
BPC
578
Bearing Point Capital
Minnesota
$4.46M +$470K +7,008 +11%
HP
579
Holistic Planning
Texas
$4.45M +$196K +2,928 +4%
WA
580
WP Advisors
California
$4.43M +$79.5K +1,184 +2%
SCP
581
Shorepoint Capital Partners
Massachusetts
$4.43M -$77.3K -1,152 -2%
CMAI
582
Capital Management Associates Inc
Minnesota
$4.41M +$1.45M +21,616 +46%
OGF
583
Orin Green Financial
California
$4.41M +$4.94M +73,556 New
HIP
584
HUB Investment Partners
Texas
$4.39M +$4.23M +63,064 +1,311%
AWA
585
Arete Wealth Advisors
Illinois
$4.38M +$278K +4,140 +7%
MSA
586
Marathon Strategic Advisors
Pennsylvania
$4.37M -$65.8K -980 -1%
BCP
587
Berkeley Capital Partners
Georgia
$4.37M +$21.5K +320 +0.5%
GAM
588
Grandview Asset Management
Pennsylvania
$4.37M +$227K +3,384 +5%
RIM
589
RW Investment Management
Idaho
$4.34M +$227K +3,384 +5%
ABWM
590
Alpine Bank Wealth Management
Colorado
$4.32M +$4.49M +66,840 New
SMC
591
Smith, Moore & Co
Missouri
$4.31M -$15.6K -232 -0.3%
MA
592
MONECO Advisors
Connecticut
$4.29M -$2.15M -32,068 -33%
MW
593
Marcum Wealth
Ohio
$4.28M +$23.6K +352 +0.5%
VW
594
Veridan Wealth
Oregon
$4.28M +$234K +3,484 +6%
BTW
595
Boston Trust Walden
Massachusetts
$4.26M -$2.68K -40 -0.1%
RA
596
Rockingstone Advisors
Massachusetts
$4.25M +$43.8K +652 +1%
CHC
597
City Holding Co
West Virginia
$4.25M -$20.7K -308 -0.5%
SCP
598
Silverleafe Capital Partners
Tennessee
$4.23M +$128K +1,912 +3%
PTC
599
Philadelphia Trust Company
Pennsylvania
$4.23M
OA
600
Operose Advisors
Wisconsin
$4.22M +$2.22M +33,056 +103%

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.