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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
KWA
751
Kingswood Wealth Advisors
California
$2.72M -$494K -7,356 -15%
EWA
752
Encompass Wealth Advisors
Oregon
$2.71M +$16.9K +252 +0.6%
BCA
753
Bay Colony Advisors
Massachusetts
$2.7M -$69.8K -1,040 -2%
KF
754
Krilogy Financial
Missouri
$2.69M -$47.8K -712 -2%
SSI
755
Scott & Selber Inc
Texas
$2.68M +$74.1K +1,104 +3%
AG
756
AlTi Global
New York
$2.68M -$344K -5,124 -11%
RI
757
Ridgewood Investments
New Jersey
$2.68M +$205K +3,048 +8%
BL
758
Balentine LLC
Georgia
$2.67M +$1.41M +21,012 +104%
BI
759
Beckerman Institutional
New Jersey
$2.66M +$250K +3,720 +10%
AMM
760
American Money Management
California
$2.66M -$82.9K -1,236 -3%
DSC
761
Duncker Streett & Co
Missouri
$2.66M +$5.37K +80 +0.2%
SFG
762
Seamount Financial Group
Colorado
$2.65M +$153K +2,276 +6%
PIAS
763
PCA Investment Advisory Services
Ohio
$2.64M +$129K +1,924 +5%
RPCONE
764
Retirement Planning Company of New England
Rhode Island
$2.63M -$63.1K -940 -2%
PA
765
PFW Advisors
Georgia
$2.63M +$24.2K +360 +0.9%
SIA
766
Soltis Investment Advisors
Utah
$2.63M +$125K +1,868 +5%
UB
767
UMB Bank
Missouri
$2.62M -$17.2K -256 -0.6%
BA
768
BCM Advisors
Louisiana
$2.62M +$190K +2,824 +8%
ISFAN
769
Investor's Fiduciary Advisor Network
Washington
$2.62M -$182K -2,712 -6%
AWM
770
AAF Wealth Management
Massachusetts
$2.6M -$456K -6,792 -14%
IA
771
IFS Advisors
Kansas
$2.59M +$139K +2,068 +5%
MWM
772
Maltin Wealth Management
New Jersey
$2.59M +$155K +2,304 +6%
FFN
773
Focus Financial Network
Minnesota
$2.58M -$37.3K -556 -1%
AWM
774
Accredited Wealth Management
Kentucky
$2.56M +$344K +5,120 +15%
HTC
775
Haverford Trust Company
Pennsylvania
$2.55M +$105K +1,568 +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.