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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
HGA
1151
Hobbs Group Advisors
South Carolina
$959K -$16.9K -252 -2%
MG
1152
MilWealth Group
Wisconsin
$956K -$7.79K -116 -0.8%
WCM
1153
WealthBridge Capital Management
Ohio
$953K -$60.4K -900 -6%
ACM
1154
Ardent Capital Management
Ohio
$952K
KSB
1155
Kennebec Savings Bank
Maine
$950K -$13.2K -196 -1%
MAM
1156
Marotta Asset Management
Virginia
$950K
KL
1157
KWMG LLC
Kansas
$948K -$30.1K -448 -3%
TA
1158
TFG Advisers
Michigan
$945K -$8.05K -120 -0.8%
MWM
1159
Mission Wealth Management
California
$945K -$9.13K -136 -0.9%
EFA
1160
Evernest Financial Advisors
Indiana
$942K -$31.4K -468 -3%
CGL
1161
Clarius Group LLC
Washington
$940K
DF
1162
Dunhill Financial
United Kingdom
$938K +$974K +14,508 New
LC
1163
Luminist Capital
Michigan
$938K +$36.5K +544 +4%
SF
1164
Seek First
California
$937K +$972K +14,488 New
PCA
1165
Pallas Capital Advisors
Massachusetts
$933K +$36.5K +544 +4%
SIAS
1166
Summit Investment Advisory Services
Minnesota
$930K +$145K +2,156 +18%
RTC
1167
Riverview Trust Company
Washington
$929K
FFA
1168
Florida Financial Advisors
Florida
$927K +$26K +388 +3%
IAIM
1169
International Assets Investment Management
Florida
$925K +$77.6K +1,156 +9%
AI
1170
Accredited Investors
Minnesota
$924K +$191K +2,848 +25%
SW
1171
StrongBox Wealth
Missouri
$924K -$62.8K -936 -6%
BIG
1172
Brookwood Investment Group
Arizona
$921K +$956K +14,252 New
EAM
1173
Evanson Asset Management
California
$921K +$268 +4 +0%
DWS
1174
Dynamic Wealth Strategies
California
$921K +$956K +14,244 New
DL
1175
DOHJ LLC
Washington
$920K -$177K -2,640 -16%

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.