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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
MAS
1176
Madden Advisory Services
Florida
$915K +$2.68K +40 +0.3%
MPW
1177
Melone Private Wealth
Michigan
$914K -$4.03K -60 -0.4%
TCM
1178
TABR Capital Management
California
$911K -$102K -1,516 -10%
HW
1179
Hancock Whitney
Mississippi
$907K -$14.5K -216 -2%
RIG
1180
RiverFront Investment Group
Virginia
$902K +$359K +5,356 +62%
BHWM
1181
Beaird Harris Wealth Management
Texas
$900K +$4.03K +60 +0.4%
CAM
1182
Covenant Asset Management
New Jersey
$898K -$57.2K -852 -6%
PGF
1183
Plan Group Financial
Oklahoma
$895K +$80.8K +1,204 +10%
MCM
1184
Mitchell Capital Management
Kansas
$884K
SBIA
1185
Sheaff Brock Investment Advisors
Indiana
$882K -$13.2K -196 -1%
FIA
1186
Foundations Investment Advisors
Arizona
$879K -$25K -372 -3%
Lazard Asset Management
1187
Lazard Asset Management
New York
$879K
TPWA
1188
Twin Peaks Wealth Advisors
California
$873K +$54.2K +808 +6%
GLA
1189
Good Life Advisors
Pennsylvania
$873K -$6.44K -96 -0.7%
MPCG
1190
Matrix Private Capital Group
New York
$873K
CFO
1191
Collective Family Office
Pennsylvania
$872K -$3.76K -56 -0.4%
MPW
1192
Monterey Private Wealth
California
$871K -$12.1K -180 -1%
RAS
1193
RPS Advisory Solutions
Kentucky
$871K -$231K -3,440 -20%
SB
1194
Strategic Blueprint
Georgia
$866K +$47.5K +708 +6%
SMWM
1195
Silvia McColl Wealth Management
California
$864K -$48.3K -720 -5%
CCWM
1196
Cassaday & Co Wealth Management
Virginia
$863K +$12.1K +180 +1%
BCG
1197
Breakwater Capital Group
New Jersey
$863K +$105K +1,568 +13%
CWM
1198
Chemistry Wealth Management
New York
$860K -$16.1K -240 -2%
ORC
1199
O'Rourke & Company
Massachusetts
$856K -$5.91K -88 -0.7%
KLI
1200
Kelman-Lazarov Inc
Tennessee
$852K +$189K +2,816 +27%

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.