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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
TW
901
TritonPoint Wealth
Maryland
$1.89M +$780K +11,624 +66%
PW
902
Pandora Wealth
Illinois
$1.88M +$1.95M +29,128 New
Neuberger Berman Group
903
Neuberger Berman Group
New York
$1.88M -$4.03K -60 -0.2%
LS
904
Leelyn Smith
Illinois
$1.87M
PBF
905
Petix & Botte Financial
California
$1.87M -$119K -1,776 -6%
PI
906
PFG Investments
New York
$1.87M +$65K +968 +3%
RIP
907
Reliant Investment Partners
North Carolina
$1.87M +$1.07K +16 +0.1%
IIC
908
Ironwood Investment Counsel
Arizona
$1.86M +$730K +10,876 +61%
CAL
909
Capital Analysts LLC
Pennsylvania
$1.85M +$318K +4,744 +20%
WWA
910
Wisconsin Wealth Advisors
Wisconsin
$1.84M +$35.7K +532 +2%
DWT
911
Dorsey & Whitney Trust
South Dakota
$1.84M
YWS
912
Yarger Wealth Strategies
Ohio
$1.84M +$8.32K +124 +0.4%
AFS
913
AFG Fiduciary Services
Massachusetts
$1.83M +$256K +3,816 +15%
KGP
914
Keystone Global Partners
Colorado
$1.83M +$1.9M +28,376 New
RIS
915
Richmond Investment Services
Wisconsin
$1.83M -$1.37M -20,356 -42%
PL
916
Plancorp LLC
Missouri
$1.83M +$758K +11,296 +66%
CP
917
Camelot Portfolios
Ohio
$1.81M +$326K +4,860 +21%
BMWM
918
Brown Miller Wealth Management
Virginia
$1.79M -$1.4M -20,912 -43%
AFGAS
919
Allegiance Financial Group Advisory Services
Virginia
$1.79M -$147K -2,196 -7%
SWA
920
Sax Wealth Advisors
New Jersey
$1.78M +$252K +3,748 +16%
IF
921
Ironwood Financial
Arizona
$1.78M -$29.3K -436 -2%
NLP
922
Next Level Private
New York
$1.78M -$1.61K -24 -0.1%
CAGAS
923
Capital Advisory Group Advisory Services
Minnesota
$1.77M -$62K -924 -3%
PIA
924
Perennial Investment Advisors
California
$1.77M +$23.1K +344 +1%
SSB
925
Sandy Spring Bank
Maryland
$1.77M +$100K +1,492 +6%

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.