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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
PTC
926
Private Trust Company
Ohio
$1.77M -$193K -2,876 -10%
S
927
Sachetta
Massachusetts
$1.76M +$66.3K +988 +4%
FA
928
Fermata Advisors
California
$1.76M +$76.5K +1,140 +4%
KBFS
929
Kohmann Bosshard Financial Services
Ohio
$1.75M
HG
930
Harbor Group
New Hampshire
$1.75M -$234K -3,484 -11%
RCM
931
RMR Capital Management
California
$1.75M +$69.8K +1,040 +4%
SHGA
932
Sand Hill Global Advisors
California
$1.75M +$607K +9,040 +50%
Empower Advisory Group
933
Empower Advisory Group
Colorado
$1.73M -$22M -327,892 -92%
RCAG
934
Rehmann Capital Advisory Group
Michigan
$1.73M +$217K +3,240 +14%
LCC
935
Lincoln Capital Corp
Rhode Island
$1.72M +$26.8K +400 +2%
CIG
936
CHB Investment Group
Pennsylvania
$1.72M -$52.9K -788 -3%
GC
937
Grange Capital
Oregon
$1.72M +$22K +328 +1%
WJWM
938
Williams Jones Wealth Management
New York
$1.71M +$115K +1,712 +7%
OFP
939
OFC Financial Planning
New Jersey
$1.69M -$36.8K -548 -2%
FCB
940
First County Bank
Connecticut
$1.69M +$223K +3,328 +15%
RWM
941
Rockwood Wealth Management
Pennsylvania
$1.69M +$261K +3,888 +18%
WWC
942
Waypoint Wealth Counsel
Georgia
$1.67M +$190K +2,824 +12%
CC
943
Courier Capital
New York
$1.67M +$92.3K +1,376 +6%
KFA
944
Kelleher Financial Advisors
New York
$1.67M +$140K +2,080 +9%
Russell Investments Group
945
Russell Investments Group
United Kingdom
$1.66M +$1.26M +18,756 +269%
FCM
946
Fortis Capital Management
Washington
$1.65M +$15K +224 +0.9%
ACA
947
Atlas Capital Advisors
Wyoming
$1.65M
V
948
ViaWealth
Kansas
$1.65M -$34.1K -508 -2%
RFM
949
Royal Fund Management
Florida
$1.64M +$43K +640 +3%
CIA
950
Compass Ion Advisors
Pennsylvania
$1.64M -$52.6K -784 -3%

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.