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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
651
Congress Wealth Management
Massachusetts
$3.7M +$2.06M +30,752 +117%
HWA
652
Hilltop Wealth Advisors
North Carolina
$3.7M -$232K -3,452 -6%
PIFP
653
Partners in Financial Planning
Virginia
$3.7M +$12.9K +192 +0.3%
PVI
654
Pine Valley Investments
New Jersey
$3.69M +$35.7K +532 +0.9%
FCM
655
Fogel Capital Management
Florida
$3.67M -$4.29K -64 -0.1%
RCWM
656
Red Crane Wealth Management
California
$3.67M +$22.8K +340 +0.6%
AC
657
Anson Capital
Georgia
$3.67M +$3.6M +53,596 +1,685%
SEIA
658
Signature Estate & Investment Advisors
California
$3.66M -$105K -1,560 -3%
MFT
659
Moisand Fitzgerald Tamayo
Florida
$3.66M -$109K -1,628 -3%
FHA
660
Flagship Harbor Advisors
Massachusetts
$3.66M +$128K +1,908 +3%
MPCL
661
My Personal CFO LLC
Washington
$3.64M +$9.13K +136 +0.2%
LFAS
662
Level Four Advisory Services
Texas
$3.64M +$85.9K +1,280 +2%
WMG
663
WESCAP Management Group
California
$3.63M +$90.7K +1,352 +2%
LSA
664
Lion Street Advisors
Texas
$3.63M +$11.8K +176 +0.3%
WS
665
Wedbush Securities
California
$3.63M -$16.1K -240 -0.4%
CPL
666
CAP Partners LLC
Tennessee
$3.62M -$2.36M -35,108 -39%
FAB
667
First American Bank
Illinois
$3.62M +$279K +4,152 +8%
AWAP
668
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.61M +$164K +2,448 +5%
RGF
669
Retirement Guys Formula
Ohio
$3.6M +$394K +5,876 +12%
AP
670
Americana Partners
Texas
$3.59M -$646K -9,628 -15%
CWM
671
Cornerstone Wealth Management
Missouri
$3.59M -$165K -2,460 -4%
GWM
672
Greenwich Wealth Management
Connecticut
$3.56M -$805 -12 -0%
AI
673
Atria Investments
North Carolina
$3.55M -$719K -10,712 -16%
BPWM
674
Badgley Phelps Wealth Managers
Washington
$3.55M +$275K +4,092 +8%
IWM
675
IHT Wealth Management
Illinois
$3.55M +$252K +3,748 +7%

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.