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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
PAI
76
Pittenger & Anderson Inc
Nebraska
$68.5M +$1.59M +23,660 +2%
OAM
77
Oppenheimer Asset Management
New York
$66.8M -$1.32M -19,604 -2%
ST
78
Smithfield Trust
Pennsylvania
$65.5M -$1.36M -20,248 -2%
AWM
79
Axxcess Wealth Management
California
$64.7M -$927K -13,812 -1%
CAAS
80
Capital Asset Advisory Services
Michigan
$60.5M -$1.38M -20,604 -2%
SDWMA
81
Schneider Downs Wealth Management Advisors
Pennsylvania
$59.7M +$3.66M +54,480 +6%
PAG
82
Private Advisor Group
New Jersey
$59.3M +$5.54M +82,528 +10%
CI
83
CX Institutional
Indiana
$58.1M +$7.34M +109,440 +14%
VVP
84
Venture Visionary Partners
Ohio
$57.4M +$6.47M +96,384 +12%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$57.2M +$232K +3,456 +0.4%
PP
86
PDS Planning
Ohio
$53.7M +$1.33M +19,864 +2%
SWM
87
SilverOak Wealth Management
Minnesota
$53.2M +$827K +12,324 +2%
CWM
88
Connecticut Wealth Management
Connecticut
$52.7M +$54.7M +815,196 New
NQWM
89
Northwest Quadrant Wealth Management
Oregon
$52.5M -$6.48M -96,604 -11%
CFG
90
Citizens Financial Group
Rhode Island
$51.3M +$1.28M +19,116 +2%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$50.3M +$11.4M +169,512 +28%
Comerica Bank
92
Comerica Bank
Texas
$50M -$1.26M -18,756 -2%
P
93
&Partners
Tennessee
$48.9M +$5.08M +75,704 +11%
LIM
94
Leavell Investment Management
Alabama
$47.1M +$1.69M +25,176 +4%
NYLIM
95
New York Life Investment Management
New York
$46.9M -$2.13M -31,680 -4%
FC
96
Fulcrum Capital
Washington
$46.7M +$66.6K +992 +0.1%
SA
97
Sanctuary Advisors
Indiana
$45.3M +$1.68M +25,000 +4%
Bessemer Group
98
Bessemer Group
New Jersey
$43.6M -$438K -6,524 -1%
NHT
99
New Hampshire Trust
New Hampshire
$43.4M +$941K +14,016 +2%
PCTC
100
Perkins Coie Trust Company
Washington
$42.3M +$1.11M +16,612 +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.