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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
EWM
1226
Empirical Wealth Management
Washington
$806K -$264K -3,940 -24%
IBOK
1227
Independence Bank of Kentucky
Kentucky
$802K -$58.5K -872 -7%
PMFA
1228
Plante Moran Financial Advisors
Michigan
$799K +$32.5K +484 +4%
ALC
1229
Alexander Labrunerie & Co
Missouri
$797K +$268 +4 +0%
OFS
1230
Oldfather Financial Services
Nebraska
$796K
TFP
1231
Traction Financial Partners
Wyoming
$796K -$9.17M -136,588 -92%
WLPWM
1232
Walled Lake Planning & Wealth Management
Illinois
$794K +$17.2K +256 +2%
FNT
1233
First National Trust
Pennsylvania
$793K -$1.86M -27,772 -69%
KTA
1234
Keeley-Teton Advisors
Illinois
$790K
Deutsche Bank
1235
Deutsche Bank
Germany
$789K -$2.95K -44 -0.4%
SFG
1236
Sovereign Financial Group
Connecticut
$784K -$19.1K -284 -2%
KP
1237
Keel Point
Alabama
$782K -$55.6K -828 -6%
KG
1238
Kieckhefer Group
Wisconsin
$781K
CFP
1239
Comprehensive Financial Planning
Pennsylvania
$779K -$379K -5,644 -32%
TF
1240
TME Financial
California
$778K +$86.4K +1,288 +12%
LWM
1241
LJI Wealth Management
Indiana
$778K +$108K +1,616 +16%
BTI
1242
Blue Trust Inc
Georgia
$777K -$48.9K -728 -6%
OC
1243
Oakworth Capital
Alabama
$777K +$225K +3,360 +39%
WA
1244
WBH Advisory
Maryland
$775K -$17.4K -260 -2%
MWC
1245
MBM Wealth Consultants
Missouri
$775K
PPC
1246
Pennington Partners & Co
Maryland
$769K +$18.5K +276 +2%
FBFS
1247
First Business Financial Services
Wisconsin
$768K +$36.8K +548 +5%
VAF
1248
Values Added Financial
District of Columbia
$766K +$142K +2,112 +22%
CIA
1249
Capital Investment Advisors
Georgia
$766K -$42.1K -628 -5%
RA
1250
Riverstone Advisors
Texas
$761K +$51K +760 +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.