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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
SFC
1051
Swisher Financial Concepts
Ohio
$1.25M -$527K -7,856 -29%
GC
1052
Gilbert & Cook
Iowa
$1.25M -$34.6K -516 -3%
SAM
1053
Sherman Asset Management
California
$1.24M +$1.02M +15,148 +371%
GI
1054
GAMMA Investing
California
$1.24M +$1.06M +15,724 +459%
CJ
1055
Caitlin John
Michigan
$1.23M -$573K -8,540 -31%
ECM
1056
EagleClaw Capital Management
Massachusetts
$1.23M
SWA
1057
Strategies Wealth Advisors
Michigan
$1.23M -$144K -2,152 -10%
TW
1058
Trajan Wealth
Arizona
$1.23M -$36.8K -548 -3%
SAI
1059
Savvy Advisors Inc
New York
$1.23M +$220K +3,276 +21%
JAG
1060
Journey Advisory Group
Kentucky
$1.22M -$831K -12,384 -40%
Fisher Asset Management
1061
Fisher Asset Management
Washington
$1.22M +$82.1K +1,224 +7%
FNBT
1062
FineMark National Bank & Trust
Florida
$1.22M +$130K +1,944 +12%
AR
1063
Advisory Research
Illinois
$1.21M -$109K -1,628 -8%
MFG
1064
Mosaic Financial Group
Illinois
$1.21M +$1.88K +28 +0.2%
SEP
1065
Southland Equity Partners
Missouri
$1.2M +$15K +224 +1%
HPC
1066
HM Payson & Co
Maine
$1.2M -$20.1K -300 -2%
SCA
1067
Stillwater Capital Advisors
Pennsylvania
$1.19M +$6.17K +92 +0.5%
KOC
1068
Koss-Olinger Consulting
Florida
$1.18M +$1.23M +18,276 New
ONB
1069
Old National Bancorp
Indiana
$1.18M +$219K +3,268 +22%
KAS
1070
KPP Advisory Services
Kentucky
$1.18M -$196K -2,928 -14%
GSWM
1071
Golden State Wealth Management
California
$1.16M +$85.9K +1,280 +8%
NEPWA
1072
New England Private Wealth Advisors
Massachusetts
$1.15M +$23.9K +356 +2%
MBT
1073
Montecito Bank & Trust
California
$1.15M -$33.6K -500 -3%
RC
1074
Randolph Company
Ohio
$1.15M -$18.5K -276 -2%
HIA
1075
Harbor Investment Advisory
Maryland
$1.15M -$521K -7,760 -30%

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.