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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
VIA
626
Vickerman Investment Advisors
Washington
$3.92M +$441K +6,572 +12%
GCA
627
Gradient Capital Advisors
California
$3.91M -$19.9K -296 -0.5%
VCA
628
Verdence Capital Advisors
Maryland
$3.9M +$279K +4,152 +7%
SL
629
Salomon & Ludwin
Virginia
$3.88M -$98.2K -1,464 -2%
VA
630
VestGen Advisors
Illinois
$3.88M +$4.03M +60,012 New
BSSFA
631
Baron Silver Stevens Financial Advisors
Florida
$3.88M +$326K +4,860 +9%
WSFS
632
Wilmington Savings Fund Society
Delaware
$3.86M +$13.4K +200 +0.3%
AG
633
Ascent Group
Virginia
$3.85M +$3.5M +52,196 +704%
FC
634
Fjell Capital
North Dakota
$3.85M +$159K +2,372 +4%
EIG
635
Ellenbecker Investment Group
Wisconsin
$3.84M -$110K -1,644 -3%
AA
636
Alesco Advisors
New York
$3.82M +$2.15K +32 +0.1%
FTS
637
Fifth Third Securities
Ohio
$3.81M +$12.9K +192 +0.3%
RIS
638
Retirement Income Solutions
Michigan
$3.81M -$791K -11,784 -17%
AWM
639
Apollon Wealth Management
South Carolina
$3.8M +$674K +10,044 +21%
FWIA
640
Fort Washington Investment Advisors
Ohio
$3.79M -$423K -6,300 -10%
FDCDDQ
641
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.78M -$2.79M -41,504 -41%
RIA
642
Regal Investment Advisors
Michigan
$3.76M -$1.18M -17,576 -23%
ACA
643
Aptus Capital Advisors
Alabama
$3.76M +$296K +4,408 +8%
QCM
644
Quantinno Capital Management
New York
$3.75M +$1.3M +19,356 +50%
BWM
645
BCGM Wealth Management
Indiana
$3.74M -$233K -3,472 -6%
SC
646
Scotia Capital
Ontario, Canada
$3.74M -$1.34M -19,904 -26%
ACM
647
Advisors Capital Management
New Jersey
$3.72M -$1.68M -25,016 -30%
EWM
648
Evercore Wealth Management
New York
$3.71M -$101K -1,500 -3%
JWBC
649
John W. Brooker & Co
California
$3.71M -$45.4K -676 -1%
CCA
650
Conservest Capital Advisors
Pennsylvania
$3.71M -$29.5K -440 -0.8%

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.