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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
NB
1001
NBT Bank
New York
$1.42M -$87.5K -1,304 -6%
TI
1002
Truepoint Inc
Ohio
$1.42M -$17.2K -256 -1%
BFO
1003
Biltmore Family Office
North Carolina
$1.42M +$80K +1,192 +6%
ML
1004
Mayport LLC
Massachusetts
$1.41M
LWMNY
1005
Landmark Wealth Management (New York)
New York
$1.41M +$4.03K +60 +0.3%
FA
1006
FDx Advisors
Illinois
$1.41M -$3.99M -59,388 -73%
SFG
1007
Synergy Financial Group
California
$1.4M +$310K +4,620 +27%
ACI
1008
Alpha Cubed Investments
California
$1.4M +$153K +2,280 +12%
RWM
1009
Ritholtz Wealth Management
New York
$1.4M -$23.1K -344 -2%
FFO
1010
Fiduciary Family Office
Florida
$1.4M +$1.45M +21,612 New
ACM
1011
Alpha Capital Management
Texas
$1.39M -$133K -1,988 -8%
HWMO
1012
Heritage Wealth Management (Ohio)
Ohio
$1.39M +$58.8K +876 +4%
YIM
1013
Yoffe Investment Management
Pennsylvania
$1.38M -$268 -4 -0%
EWA
1014
Etesian Wealth Advisors
Oregon
$1.38M -$27.1K -404 -2%
RWM
1015
Riverbend Wealth Management
South Carolina
$1.38M -$9.39K -140 -0.7%
SOS
1016
Silver Oak Securities
Tennessee
$1.37M +$8.05K +120 +0.6%
OFP
1017
OLIO Financial Planning
Virginia
$1.37M +$8.59K +128 +0.6%
IWA
1018
Inspirion Wealth Advisors
Illinois
$1.37M +$268 +4 +0%
SAM
1019
Smartleaf Asset Management
Massachusetts
$1.36M +$254K +3,788 +22%
TFCP
1020
Twin Focus Capital Partners
Massachusetts
$1.35M +$5.1K +76 +0.4%
CFIA
1021
Cantor Fitzgerald Investment Advisors
New York
$1.35M -$22K -328 -2%
TPI
1022
Trust Point Inc
Wisconsin
$1.35M +$334K +4,972 +31%
SCTC
1023
Sanibel Captiva Trust Company
Florida
$1.34M -$6.17K -92 -0.4%
TA
1024
TrueWealth Advisors
Alabama
$1.33M -$14.8K -220 -1%
AP
1025
Adero Partners
California
$1.33M -$348K -5,192 -20%

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.