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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
GWMR
676
GC Wealth Management RIA
Massachusetts
$3.52M -$104K -1,544 -3%
AWA
677
Adapt Wealth Advisors
Georgia
$3.52M -$12.1K -180 -0.3%
LA
678
Legacy Advisors
Pennsylvania
$3.51M -$130K -1,932 -3%
IA
679
Integrity Alliance
Iowa
$3.49M +$3.62M +53,976 New
Koshinski Asset Management
680
Koshinski Asset Management
Illinois
$3.48M +$380K +5,668 +12%
FPAS
681
Focus Partners Advisor Solutions
Missouri
$3.48M +$166K +2,468 +5%
KIA
682
KCM Investment Advisors
California
$3.48M +$44.6K +664 +1%
MSWA
683
Marshall & Sterling Wealth Advisors
New York
$3.47M -$96.4K -1,436 -3%
BBWP
684
Beacon Bridge Wealth Partners
Pennsylvania
$3.45M -$136K -2,028 -4%
OFW
685
Omnia Family Wealth
Florida
$3.43M
GLR
686
Great Lakes Retirement
Ohio
$3.42M +$236K +3,512 +7%
FVWA
687
Foster Victor Wealth Advisors
South Carolina
$3.42M -$211K -3,140 -5%
AMBIA
688
Allen Mooney & Barnes Investment Advisors
Georgia
$3.41M +$15.3K +228 +0.4%
RWM
689
Refined Wealth Management
Utah
$3.36M -$2.01M -29,888 -36%
IA
690
IFP Advisors
Florida
$3.35M +$78.4K +1,168 +2%
SIG
691
Stonegate Investment Group
Alabama
$3.34M +$847K +12,628 +32%
FNBOO
692
First National Bank of Omaha
Nebraska
$3.32M -$5.1K -76 -0.1%
SFWA
693
Summit Financial Wealth Advisors
Louisiana
$3.32M +$537 +8 +0%
PRP
694
Peak Retirement Planning
Ohio
$3.27M +$2.78M +41,372 +447%
DT
695
Diversified Trust
Tennessee
$3.27M +$137K +2,040 +4%
WA
696
Wealth Alliance
New York
$3.27M +$14.2K +212 +0.4%
EW
697
Evoke Wealth
California
$3.24M +$408K +6,084 +14%
FAP
698
Financial Advisory Partners
Florida
$3.24M -$548K -8,164 -14%
SYBT
699
Stock Yards Bank & Trust
Kentucky
$3.22M -$208K -3,096 -6%
ACM
700
Armbruster Capital Management
New York
$3.21M +$189K +2,816 +6%

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.