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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
MWM
1201
Mascoma Wealth Management
New Hampshire
$851K -$31.9K -476 -3%
FCBT
1202
First Citizens Bank & Trust
North Carolina
$851K -$28.5K -424 -3%
SHFA
1203
SC&H Financial Advisors
Maryland
$849K
KWS
1204
Keystone Wealth Services
California
$845K +$2.95K +44 +0.3%
BWM
1205
Blossom Wealth Management
California
$842K -$8.05K -120 -0.9%
NAM
1206
NTV Asset Management
West Virginia
$842K -$3.49K -52 -0.4%
AAS
1207
Annex Advisory Services
Wisconsin
$837K +$537 +8 +0.1%
BFS
1208
BridgePort Financial Solutions
Iowa
$834K +$64.4K +960 +8%
MC
1209
Moors & Cabot
Massachusetts
$833K +$236K +3,516 +38%
JCM
1210
Jacobi Capital Management
Pennsylvania
$831K +$350K +5,220 +68%
GC
1211
Garde Capital
Washington
$829K -$5.64K -84 -0.7%
MAS
1212
MPWM Advisory Solutions
Georgia
$829K
OA
1213
Oxbow Advisors
Texas
$829K -$52.3K -780 -6%
GFP
1214
Guardian Financial Partners
California
$828K +$859K +12,804 New
MWA
1215
Muirfield Wealth Advisors
North Carolina
$827K +$3.76K +56 +0.4%
AF
1216
Atala Financial
California
$827K +$3.76K +56 +0.4%
BWA
1217
Bestgate Wealth Advisors
Maryland
$827K +$97.2K +1,448 +13%
DA
1218
Detalus Advisors
Missouri
$822K +$453K +6,744 +113%
MCCP
1219
Mission Creek Capital Partners
California
$822K -$764K -11,380 -47%
SL
1220
Sentinus LLC
Illinois
$821K +$147K +2,192 +21%
FA
1221
Fiduciary Alliance
South Carolina
$819K +$68.7K +1,024 +9%
TSMHT
1222
Thurston Springer Miller Herd & Titak
Indiana
$818K -$15.8K -236 -2%
AAMC
1223
Asset Allocation & Management Company
Illinois
$817K -$356K -5,300 -30%
FB
1224
Fulton Bank
Pennsylvania
$813K +$94.8K +1,412 +13%
UCB
1225
United Community Bank
South Carolina
$813K +$843K +12,568 New

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.