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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
PFG
601
Pinnacle Financial Group
Illinois
$4.22M +$634K +9,444 +17%
CM
602
Cornerstone Management
Georgia
$4.21M +$410K +6,104 +10%
AFAS
603
Acorn Financial Advisory Services
Virginia
$4.2M -$328K -4,892 -7%
IWB
604
Innovative Wealth Building
Maryland
$4.2M +$18.3K +272 +0.4%
GWANC
605
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.18M +$267K +3,980 +7%
NDSI
606
Newman Dignan & Sheerar Inc
Rhode Island
$4.16M +$796K +11,868 +23%
WBCM
607
Wilson & Boucher Capital Management
California
$4.16M +$47K +700 +1%
Legacy Financial Group (Iowa)
608
Legacy Financial Group (Iowa)
Iowa
$4.15M +$176K +2,620 +4%
SCA
609
Snowden Capital Advisors
New York
$4.14M +$332K +4,948 +8%
RFA
610
RTD Financial Advisors
Pennsylvania
$4.14M +$4.29M +63,968 New
BCM
611
Brookstone Capital Management
Illinois
$4.13M +$963K +14,348 +29%
CCAM
612
Cascades Capital Asset Management
North Carolina
$4.12M -$107K -1,592 -2%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$4.11M +$1.02M +15,252 +32%
NCM
614
Northwest Capital Management
Oregon
$4.09M +$4.23M +63,024 +35,013%
CCB
615
Country Club Bank
Missouri
$4.08M +$242K +3,612 +6%
FPWM
616
Five Pine Wealth Management
Idaho
$4.07M +$427K +6,360 +11%
G
617
Gainplan
Michigan
$4.07M -$104K -1,544 -2%
AWM
618
AE Wealth Management
Kansas
$4.07M +$390K +5,812 +10%
TFA
619
TPG Financial Advisors
Oregon
$4.04M +$1.29M +19,228 +44%
MAG
620
Mokosak Advisory Group
Iowa
$4.02M +$34.1K +508 +0.8%
MMA
621
Miracle Mile Advisors
California
$4.01M +$111K +1,656 +3%
MFWM
622
Motley Fool Wealth Management
Virginia
$4.01M -$767K -11,432 -16%
MWM
623
MY Wealth Management
Maryland
$3.96M -$56.4K -840 -1%
FGA
624
Fortis Group Advisors
New Jersey
$3.96M -$231K -3,440 -5%
HA
625
Hofer & Associates
California
$3.92M +$169K +2,520 +4%

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.