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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
OCM
726
Objective Capital Management
Ohio
$2.91M -$11K -164 -0.4%
CFFP
727
Center for Financial Planning
Michigan
$2.9M +$1.59M +23,648 +112%
DWAM
728
Duncan Williams Asset Management
Tennessee
$2.9M +$20.1K +300 +0.7%
HIM
729
Hanlon Investment Management
New Jersey
$2.89M -$1.84M -27,468 -38%
SFPM
730
Sensible Financial Planning & Management
Massachusetts
$2.88M +$2.99M +44,544 New
NAS
731
NWF Advisory Services
California
$2.87M -$26K -388 -0.9%
SW
732
Simplicity Wealth
New Jersey
$2.85M +$833K +12,420 +39%
MWM
733
Meridian Wealth Management
Kentucky
$2.85M +$7.25K +108 +0.2%
CWP
734
Cyndeo Wealth Partners
Florida
$2.83M +$85.9K +1,280 +3%
LA
735
Lane & Associates
New Jersey
$2.82M -$99.3K -1,480 -3%
FFL
736
Financial Freedom LLC
Ohio
$2.82M -$23.1K -344 -0.8%
SFWC
737
Strategic Family Wealth Counselors
New Jersey
$2.81M -$41.6K -620 -1%
CFA
738
CWS Financial Advisors
Michigan
$2.81M +$135K +2,008 +5%
FFW
739
Fusion Family Wealth
New York
$2.81M -$30.6K -456 -1%
AFA
740
Antonelli Financial Advisors
Michigan
$2.79M -$8.3M -123,668 -74%
BCI
741
Brinker Capital Investments
Pennsylvania
$2.79M +$211K +3,144 +8%
OPS
742
Orion Portfolio Solutions
Nebraska
$2.79M +$211K +3,144 +8%
RWP
743
Revolve Wealth Partners
New Jersey
$2.79M -$65.2K -972 -2%
PA
744
PFG Advisors
Arizona
$2.78M +$26.8K +400 +0.9%
MSFS
745
Main Street Financial Solutions
Pennsylvania
$2.76M +$436K +6,492 +18%
VBFP
746
Valtinson Bruner Financial Planning
Minnesota
$2.75M +$51.5K +768 +2%
BlackRock
747
BlackRock
New York
$2.75M +$31.4K +468 +1%
Fiera Capital (Canada)
748
Fiera Capital (Canada)
Quebec, Canada
$2.75M
MPW
749
MGO Private Wealth
California
$2.74M +$92.9K +1,384 +3%
CI
750
Conning Inc
Connecticut
$2.72M

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.