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
WA
1076
Wealth Architects
California
$1.15M +$40K +596 +3%
GC
1077
Grimes & Company
Massachusetts
$1.14M -$169K -2,512 -12%
MWPCG
1078
Measured Wealth Private Client Group
New Hampshire
$1.14M
EF
1079
Empowered Funds
Pennsylvania
$1.14M +$78.4K +1,168 +7%
ADL
1080
Asset Dedication LLC
California
$1.14M -$583K -8,688 -33%
HNW
1081
High Note Wealth
Minnesota
$1.13M -$13.2K -196 -1%
WWM
1082
Western Wealth Management
Colorado
$1.13M -$89.9K -1,340 -7%
3IP
1083
3Chopt Investment Partners
Virginia
$1.13M +$1.17M +17,472 New
SC
1084
Schoolcraft Capital
Colorado
$1.13M
AFG
1085
Allegheny Financial Group
Pennsylvania
$1.13M +$94K +1,400 +9%
ATI
1086
ARK & TLK Investments
Oklahoma
$1.13M -$23.9K -356 -2%
BFA
1087
Beaumont Financial Advisors
Massachusetts
$1.12M -$725K -10,796 -38%
FNB
1088
Farmers National Bank
Kentucky
$1.12M -$11.5K -172 -1%
TA
1089
TFB Advisors
Kansas
$1.12M -$8.05K -120 -0.7%
CWG
1090
Cornerstone Wealth Group
North Carolina
$1.12M -$26.8K -400 -2%
OFG
1091
Omega Financial Group
California
$1.12M +$2.15K +32 +0.2%
MJRIC
1092
Mogy Joel R Investment Counsel
California
$1.11M
EWA
1093
EverSource Wealth Advisors
Alabama
$1.1M -$44.6K -664 -4%
FF
1094
Farnam Financial
Arizona
$1.1M +$268 +4 +0%
BFA
1095
Bluestem Financial Advisors
Illinois
$1.1M +$2.42K +36 +0.2%
KWA
1096
Kellett Wealth Advisors
Ohio
$1.1M -$32.2K -480 -3%
BCG
1097
Bravias Capital Group
New Jersey
$1.09M +$50.5K +752 +5%
AWM
1098
Ariadne Wealth Management
California
$1.09M
IA
1099
IFG Advisory
Georgia
$1.09M -$88.6K -1,320 -7%
CIBC World Market
1100
CIBC World Market
Ontario, Canada
$1.09M -$6.17K -92 -0.5%

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.