We are live on ! Find out more
VO icon

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
CAC
826
Certified Advisory Corp
Florida
$2.24M +$43.8K +652 +2%
MFWP
827
Mosaic Family Wealth Partners
Missouri
$2.24M +$37.6K +560 +2%
NEWAS
828
N.E.W. Advisory Services
Wisconsin
$2.24M +$220K +3,280 +10%
GLLW
829
Graves Light Lenhart Wealth
Virginia
$2.21M +$24.4K +364 +1%
TCOV
830
Trust Company of Vermont
Vermont
$2.21M +$65.5K +976 +3%
IA
831
IFG Advisors
Missouri
$2.21M -$134K -2,004 -6%
SLT
832
St Louis Trust
Missouri
$2.21M -$787K -11,728 -26%
BC
833
Brio Consultants
California
$2.19M -$976K -14,548 -30%
ARC
834
Advisor Resource Council
Texas
$2.18M +$2.27M +33,772 New
AAM
835
Aureus Asset Management
Massachusetts
$2.18M +$92.1K +1,372 +4%
IFA
836
Interactive Financial Advisors
Illinois
$2.18M -$10.7K -160 -0.5%
DWM
837
Defined Wealth Management
Oregon
$2.18M -$51.8K -772 -2%
SWM
838
SeaCrest Wealth Management
New York
$2.17M +$54K +804 +2%
HWA
839
Heritage Wealth Advisors
Virginia
$2.17M -$7.25K -108 -0.3%
DC
840
DeDora Capital
California
$2.16M +$11K +164 +0.5%
CAM
841
Columbia Asset Management
Michigan
$2.16M -$11.3K -168 -0.5%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$2.16M -$756K -11,260 -25%
USCWA
843
U.S. Capital Wealth Advisors
Texas
$2.16M +$387K +5,764 +21%
NCMW
844
Northern Capital Management (Washington)
Washington
$2.16M +$181K +2,704 +9%
MWM
845
Mittelman Wealth Management
Massachusetts
$2.15M +$169K +2,520 +8%
EFL
846
ERn Financial LLC
Wisconsin
$2.15M -$117K -1,740 -5%
NCFG
847
New Century Financial Group
New Jersey
$2.12M +$133K +1,988 +6%
ESB
848
Essex Savings Bank
Connecticut
$2.12M -$5.37K -80 -0.2%
HCMT
849
Highland Capital Management (Tennessee)
Tennessee
$2.11M +$221K +3,288 +11%
DIA
850
Dana Investment Advisors
Wisconsin
$2.11M -$46.7K -696 -2%

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.