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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
BSB
951
Bangor Savings Bank
Maine
$1.64M -$586K -8,732 -26%
HCWM
952
Hidden Cove Wealth Management
Washington
$1.64M +$84.3K +1,256 +5%
NS
953
NBC Securities
Alabama
$1.64M +$1.7M +25,344 +105,600%
ECM
954
Evergreen Capital Management
Washington
$1.64M
SCP
955
Stevens Capital Partners
Nebraska
$1.64M -$357K -5,324 -17%
PCH
956
PGIM Custom Harvest
New Jersey
$1.63M +$11.5K +172 +0.7%
AIM
957
AMI Investment Management
Indiana
$1.63M +$187K +2,788 +12%
LFA
958
Laraway Financial Advisors
Minnesota
$1.63M +$83.8K +1,248 +5%
MW
959
Members Wealth
Pennsylvania
$1.62M +$86.4K +1,288 +5%
SAG
960
SageView Advisory Group
California
$1.61M +$70.1K +1,044 +4%
AP
961
Appleton Partners
Massachusetts
$1.61M -$619K -9,220 -27%
NB
962
Nicolet Bankshares
Wisconsin
$1.61M +$417K +6,220 +33%
MCM
963
MidAtlantic Capital Management
Virginia
$1.61M +$377K +5,612 +29%
RBC
964
Romano Brothers & Co
Illinois
$1.6M +$44.3K +660 +3%
Renaissance Technologies
965
Renaissance Technologies
New York
$1.6M -$8.7M -129,600 -84%
HWMG
966
Hurlow Wealth Management Group
Indiana
$1.6M -$141K -2,096 -8%
MWA
967
Midland Wealth Advisors
Illinois
$1.6M -$12.9K -192 -0.8%
SWM
968
Segment Wealth Management
Texas
$1.6M +$2.42K +36 +0.1%
SWA
969
Strata Wealth Advisors
Texas
$1.6M +$21.7K +324 +1%
SFS
970
Security Financial Services
Indiana
$1.59M +$22.8K +340 +1%
BTWM
971
Baker Tilly Wealth Management
Wisconsin
$1.58M +$186K +2,768 +13%
MWM
972
Mascagni Wealth Management
Mississippi
$1.57M
SWM
973
Spire Wealth Management
Virginia
$1.57M -$69K -1,028 -4%
CCA
974
Checchi Capital Advisers
California
$1.56M -$6.98K -104 -0.4%
ATC
975
Adirondack Trust Company
New York
$1.56M

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.