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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
SF
1101
Safeguard Financial
Wisconsin
$1.08M -$89.4K -1,332 -7%
RT
1102
Rockland Trust
Massachusetts
$1.08M -$20.4K -304 -2%
CPRC
1103
Consolidated Portfolio Review Corp
New York
$1.08M -$9.66K -144 -0.9%
AGC
1104
Aspen Grove Capital
Colorado
$1.08M +$20.1K +300 +2%
ALA
1105
Atlas Legacy Advisors
California
$1.07M -$47K -700 -4%
BHIA
1106
Birch Hill Investment Advisors
Massachusetts
$1.07M +$22K +328 +2%
TFM
1107
TFC Financial Management
Massachusetts
$1.07M +$3.76K +56 +0.3%
CWM
1108
Centricity Wealth Management
Ohio
$1.07M +$167K +2,488 +18%
CWA
1109
CJM Wealth Advisers
Virginia
$1.07M +$2.42K +36 +0.2%
CIAS
1110
CFS Investment Advisory Services
New Jersey
$1.07M +$278K +4,140 +33%
EARNEST Partners
1111
EARNEST Partners
Georgia
$1.06M +$1.1M +16,424 New
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$1.06M +$30.1K +448 +3%
DFA
1113
Delta Financial Advisors
Louisiana
$1.06M +$1.88K +28 +0.2%
SQA
1114
Simon Quick Advisors
New Jersey
$1.06M -$40.8K -608 -4%
LSWP
1115
Liberty Square Wealth Partners
Pennsylvania
$1.05M +$8.86K +132 +0.8%
TPW
1116
Talon Private Wealth
Florida
$1.05M +$964K +14,368 +843%
RWM
1117
Revisor Wealth Management
Ohio
$1.05M +$86.7K +1,292 +9%
CT
1118
Coastline Trust
Rhode Island
$1.05M
MADFP
1119
Michael A Dubis Financial Planning
Wisconsin
$1.05M
First Trust Advisors
1120
First Trust Advisors
Illinois
$1.04M +$223K +3,324 +26%
CD
1121
Chapin Davis
Maryland
$1.04M -$41.1K -612 -4%
AA
1122
Aire Advisors
California
$1.04M +$805 +12 +0.1%
FSA
1123
Fort Sheridan Advisors
Illinois
$1.04M
LFS
1124
Lutz Financial Services
Nebraska
$1.04M -$260K -3,876 -19%
SJGA
1125
Stephen J. Garry & Associates
New York
$1.03M +$21.5K +320 +2%

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.