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
SC
976
Sapient Capital
Indiana
$1.55M -$542K -8,072 -25%
CST
977
Charles Schwab Trust
Nevada
$1.54M -$506K -7,540 -24%
AO
978
Advisor OS
Illinois
$1.54M +$571K +8,512 +56%
CCA
979
Clarity Capital Advisors
Florida
$1.53M +$5.1K +76 +0.3%
MWA
980
Medallion Wealth Advisors
Connecticut
$1.53M +$239K +3,556 +18%
BAM
981
BOS Asset Management
Illinois
$1.53M -$4.03K -60 -0.3%
SAM
982
Secure Asset Management
Michigan
$1.52M -$1.86M -27,700 -54%
OFG
983
Opulen Financial Group
Virginia
$1.52M -$5.1K -76 -0.3%
AUB
984
Atlantic Union Bankshares
Virginia
$1.52M +$47.8K +712 +3%
MCWS
985
McKinley Carter Wealth Services
West Virginia
$1.51M -$43.2K -644 -3%
SA
986
SoundView Advisors
Washington
$1.51M +$1.88K +28 +0.1%
AA
987
Addison Advisors
Vermont
$1.5M -$5.1K -76 -0.3%
ACA
988
Affinity Capital Advisors
California
$1.5M +$183K +2,720 +12%
AIM
989
Aspen Investment Management
Michigan
$1.5M +$1.61K +24 +0.1%
DSA
990
Droms Strauss Advisors
Missouri
$1.49M +$805 +12 +0.1%
MA
991
MJP Associates
Connecticut
$1.49M +$544K +8,108 +54%
CHAM
992
Clear Harbor Asset Management
Connecticut
$1.48M
MSF
993
Mustard Seed Financial
Arkansas
$1.45M +$61.2K +912 +4%
VIM
994
Vista Investment Management
Pennsylvania
$1.44M -$2.95K -44 -0.2%
BAG
995
Bridgewealth Advisory Group
California
$1.43M -$5.55M -82,652 -79%
FWP
996
Forefront Wealth Partners
Texas
$1.43M +$16.4K +244 +1%
GPA
997
Garrison Point Advisors
California
$1.43M +$127K +1,888 +9%
CAM
998
Chandler Asset Management
California
$1.43M
ICP
999
Interchange Capital Partners
Pennsylvania
$1.42M -$2.68K -40 -0.2%
MGWM
1000
Marks Group Wealth Management
Minnesota
$1.42M -$268 -4 -0%

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.