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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
JIC
51
Joel Isaacson & Co
New York
$103M +$4.49M +66,892 +4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$101M +$9.13M +136,076 +9%
IPW
53
Invictus Private Wealth
Colorado
$99.3M +$3.1M +46,140 +3%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$96.3M +$5.55M +82,772 +6%
CAM
55
Cresset Asset Management
Illinois
$95.6M -$322K -4,804 -0.3%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$93.9M +$3.6M +53,632 +4%
CPIG
57
Chicago Partners Investment Group
Illinois
$92.5M +$4.85M +72,200 +5%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$92.1M -$2.61M -38,876 -3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$90.9M -$1.05M -15,716 -1%
AssetMark Inc
60
AssetMark Inc
California
$88.9M +$529K +7,888 +0.6%
CIAS
61
CBIZ Investment Advisory Services
Ohio
$87.9M +$1.93M +28,708 +2%
BFG
62
Bleakley Financial Group
New Jersey
$87.8M +$4.19M +62,440 +5%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$85.6M +$613K +9,140 +0.7%
MML Investors Services
64
MML Investors Services
Massachusetts
$83.9M -$3.4M -50,728 -4%
PRA
65
Pine Ridge Advisers
New York
$80.8M +$36.2M +539,480 +76%
EH
66
Equitable Holdings
New York
$79.2M +$6.57M +97,928 +9%
LFG
67
Larson Financial Group
Missouri
$79.1M -$5.34M -79,500 -6%
NPT
68
National Philanthropic Trust
Pennsylvania
$75.9M -$1.27M -18,984 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$74.3M +$1.35M +20,152 +2%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$73.1M -$123M -1,836,644 -62%
NA
71
NewEdge Advisors
Louisiana
$71.3M +$2.76M +41,108 +4%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M -$4.26M -63,476 -5%
KAS
73
Kestra Advisory Services
Texas
$70.6M +$1.32M +19,728 +2%
NFG
74
Nadler Financial Group
Illinois
$70.1M +$1.31M +19,484 +2%
CTC
75
Central Trust Company
Missouri
$69.6M +$313K +4,668 +0.4%

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.