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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
DACG
1126
Donor Advised Charitable Giving
California
$1.03M
GSWA
1127
Good Steward Wealth Advisors
Tennessee
$1.03M +$1.07M +15,932 New
AL
1128
Aspiriant LLC
California
$1.03M -$40K -596 -4%
WAM
1129
Wernau Asset Management
Massachusetts
$1.02M
LFA
1130
Longview Financial Advisors
Alabama
$1.02M -$23.4K -348 -2%
LKWM
1131
Lee-Kelleher Wealth Management
Maryland
$1.02M
PTP
1132
Platform Technology Partners
New York
$1.02M -$11.8K -176 -1%
GWM
1133
Greenhouse Wealth Management
Connecticut
$1.02M -$33.6K -500 -3%
HHWM
1134
Hiley Hunt Wealth Management
Nebraska
$1.02M -$18.3K -272 -2%
GAB
1135
German American Bancorp
Indiana
$1.01M -$185K -2,760 -15%
NG
1136
Novem Group
New York
$1.01M +$25K +372 +2%
SIS
1137
Sound Income Strategies
Florida
$1.01M +$51.5K +768 +5%
BCM
1138
BluePointe Capital Management
California
$999K +$1.04M +15,456 New
BBPWM
1139
Blue Bell Private Wealth Management
Pennsylvania
$996K +$326K +4,864 +46%
AL
1140
ACAS LLC
California
$995K -$19.6K -292 -2%
TSWM
1141
Triangle Securities Wealth Management
North Carolina
$994K -$26.8K -400 -3%
OC
1142
Optima Capital
Oregon
$985K +$351K +5,228 +52%
SWP
1143
Summit Wealth Partners
Florida
$977K -$3.76K -56 -0.4%
RH
1144
RFG Holdings
Texas
$971K +$43.2K +644 +4%
FAG
1145
Fortitude Advisory Group
Washington
$971K -$93.1K -1,388 -8%
KCIC
1146
Kuhn & Co Investment Counsel
Illinois
$971K
O3W
1147
Omni 360 Wealth
New Jersey
$968K -$23.4K -348 -2%
CWC
1148
Carolinas Wealth Consulting
North Carolina
$966K -$5.1K -76 -0.5%
LF
1149
LifePlan Financial
Minnesota
$965K +$45.6K +680 +5%
MMCM
1150
Murphy & Mullick Capital Management
New York
$960K -$77.3K -1,152 -7%

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.