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
WDG
851
Wealth Dimensions Group
Ohio
$2.1M +$43.8K +652 +2%
LA
852
LexAurum Advisors
Kansas
$2.1M +$245K +3,652 +13%
LPAM
853
Lodestar Private Asset Management
California
$2.1M +$201K +2,988 +10%
FAIM
854
Financial Advocates Investment Management
Washington
$2.09M -$262K -3,904 -11%
GSIAS
855
Garden State Investment Advisory Services
New Jersey
$2.09M +$789K +11,760 +57%
GLA
856
Great Lakes Advisors
Illinois
$2.09M +$468K +6,968 +27%
BA
857
Bridgewater Advisors
New York
$2.09M +$2.19M +32,592 New
SKK
858
Shepherd Kaplan Krochuk
Massachusetts
$2.06M +$9.93K +148 +0.5%
HH
859
Hilltop Holdings
Texas
$2.06M -$29.5K -440 -1%
VA
860
Vident Advisory
Georgia
$2.06M -$5.03M -75,020 -70%
BFO
861
Boston Family Office
Massachusetts
$2.06M +$357K +5,316 +20%
WTFG
862
Wood Tarver Financial Group
Idaho
$2.05M -$1.03M -15,296 -33%
CCG
863
Chatham Capital Group
Georgia
$2.04M +$67.1K +1,000 +3%
ACGA
864
Atlanta Consulting Group Advisors
Georgia
$2.04M +$731K +10,888 +53%
GAM
865
Gotham Asset Management
New York
$2.03M +$1.17M +17,488 +125%
CW
866
CreativeOne Wealth
Kansas
$2.03M +$876K +13,056 +71%
PG
867
Patten Group
Tennessee
$2.02M -$92.1K -1,372 -4%
P
868
Pitcairn
Pennsylvania
$2.02M
HCM
869
Howland Capital Management
Massachusetts
$2.02M -$832K -12,400 -28%
V
870
VeraBank
Texas
$2.01M +$336K +5,000 +19%
AQR Capital Management
871
AQR Capital Management
Connecticut
$2.01M +$715K +10,660 +52%
APWM
872
Argonautica Private Wealth Management
Massachusetts
$2M -$9.13K -136 -0.4%
FFA
873
First Foundation Advisors
California
$2M -$817K -12,168 -28%
MA
874
Modus Advisors
Minnesota
$2M -$81.6K -1,216 -4%
PD
875
Planning Directions
Pennsylvania
$1.98M -$38.7K -576 -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.