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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
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$41.8M +$1.12M +16,728 +3%
ABC
102
Associated Banc-Corp
Wisconsin
$41.4M +$5.01M +74,688 +13%
TTWM
103
TCV Trust & Wealth Management
Virginia
$41.1M -$334K -4,980 -0.8%
SPIA
104
Steward Partners Investment Advisory
New York
$40.9M +$2.03M +30,236 +5%
BFPW
105
BOK Financial Private Wealth
Colorado
$40.1M +$74.4K +1,108 +0.2%
MFG
106
Merit Financial Group
Georgia
$39.8M +$25.8M +384,912 +167%
US Bancorp
107
US Bancorp
Minnesota
$39.5M +$4.32M +64,336 +12%
CCM
108
Coldstream Capital Management
Washington
$38.8M -$14.3M -212,388 -26%
CIC
109
Cutler Investment Counsel
Oregon
$38.7M +$3.48M +51,816 +9%
AFG
110
Arkansas Financial Group
Arkansas
$38.6M -$787K -11,720 -2%
SI
111
Stephens Inc
Arkansas
$38.5M -$6.49M -96,752 -14%
G
112
GenTrust
Florida
$38.1M -$275K -4,100 -0.7%
BMC
113
Bear Mountain Capital
Washington
$37.9M +$1.61M +23,992 +4%
PLU
114
Performa Ltd (US)
South Carolina
$37.6M +$3.37M +50,244 +9%
AAP
115
Arax Advisory Partners
Colorado
$37.3M -$5.72M -85,296 -13%
NW
116
NewEdge Wealth
Pennsylvania
$37.2M -$4.99M -74,424 -11%
RFC
117
Regions Financial Corp
Alabama
$37.1M +$982K +14,636 +3%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$36.4M +$5.2M +77,436 +16%
SC
119
Stephens Consulting
Michigan
$36.1M +$852K +12,700 +2%
Betterment LLC
120
Betterment LLC
New York
$35.6M +$20.3M +302,764 +122%
IA
121
IFC Advisors
California
$35.3M -$647K -9,640 -2%
HWA
122
Heartwood Wealth Advisors
Virginia
$35.1M -$1.46M -21,684 -4%
W
123
Wealthquest
Ohio
$34.6M +$1.87M +27,896 +6%
SWM
124
SigFig Wealth Management
California
$34.1M +$8.07M +120,236 +29%
BI
125
Ballast Inc
Kentucky
$34M +$462K +6,888 +1%

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.