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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
IC
701
IEQ Capital
California
$3.2M +$609K +9,068 +22%
Wealthfront Advisers
702
Wealthfront Advisers
California
$3.2M +$345K +5,140 +12%
VCP
703
Verus Capital Partners
Arizona
$3.15M -$815K -12,148 -20%
CW
704
Curio Wealth
Maryland
$3.13M -$3.11M -46,372 -99%
FI
705
Financial Insights
Washington
$3.12M -$45.1K -672 -1%
MFA
706
Mayflower Financial Advisors
Massachusetts
$3.11M +$24.4K +364 +0.8%
SWA
707
SOA Wealth Advisors
New York
$3.11M -$13.2K -196 -0.4%
WC
708
Weil Company
California
$3.11M +$1.39M +20,668 +75%
BHWM
709
Bar Harbor Wealth Management
New Hampshire
$3.07M -$15.3K -228 -0.5%
CCA
710
Carrera Capital Advisors
Michigan
$3.06M -$190K -2,828 -6%
GJIA
711
Glass Jacobson Investment Advisors
Maryland
$3.06M
CSB
712
City State Bank
Iowa
$3.04M +$383K +5,700 +14%
CWMS
713
Cannon Wealth Management Services
North Carolina
$3.04M +$299K +4,460 +11%
CFD
714
Creative Financial Designs
Indiana
$3.02M +$88.6K +1,320 +3%
PCS
715
Private Client Services
Kentucky
$3.01M +$1.27M +18,924 +68%
MFG
716
MidWestOne Financial Group
Iowa
$3M
GAM
717
GEM Asset Management
Michigan
$2.99M -$13.7K -204 -0.4%
FFA
718
Farther Finance Advisors
California
$2.98M +$1.03M +15,392 +50%
AG
719
Advocate Group
Minnesota
$2.98M +$84.3K +1,256 +3%
SBH
720
Segall Bryant & Hamill
Illinois
$2.97M -$606K -9,024 -16%
FPW
721
Flywheel Private Wealth
California
$2.97M +$2.95K +44 +0.1%
MFG
722
Magnus Financial Group
New York
$2.96M -$49.7K -740 -2%
GWM
723
GoalFusion Wealth Management
Texas
$2.92M +$38.7K +576 +1%
HCP
724
Hexagon Capital Partners
Arkansas
$2.92M -$16.9K -252 -0.6%
WP
725
Wealthspan Partners
Iowa
$2.92M -$125K -1,860 -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.