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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
AA
1251
Advisory Alpha
Michigan
$759K +$48.9K +728 +7%
BTWM
1252
Brass Tax Wealth Management
Ohio
$759K +$17.2K +256 +2%
TP
1253
Tranquility Partners
Tennessee
$759K -$14.5K -216 -2%
NP
1254
NorthRock Partners
Minnesota
$758K -$149K -2,216 -16%
BBW
1255
Blue Barn Wealth
Utah
$757K -$31.9K -476 -4%
GCA
1256
Gallagher Capital Advisors
Texas
$754K +$10.5K +156 +1%
BW
1257
BIP Wealth
Georgia
$752K +$2.68K +40 +0.3%
SCG
1258
Sonata Capital Group
Washington
$752K -$9.39K -140 -1%
HAS
1259
HBW Advisory Services
California
$747K +$5.1K +76 +0.7%
MLL
1260
Moody Lynn & Lieberson
Massachusetts
$744K +$88K +1,312 +13%
AA
1261
Aufman Associates
Pennsylvania
$742K +$3.49K +52 +0.5%
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$739K +$13.4K +200 +2%
NA
1263
Nottingham Advisors
New York
$737K -$28.5K -424 -4%
CCC
1264
Compass Capital Corp
Massachusetts
$736K -$149K -2,220 -16%
PC
1265
Pecaut & Co
Iowa
$735K +$30.6K +456 +4%
MIG
1266
McGuire Investment Group
Rhode Island
$731K +$249K +3,708 +49%
MFA
1267
Millington Financial Advisors
Illinois
$731K +$806K +12,004 New
FWP
1268
FAS Wealth Partners
Kansas
$730K +$2.68K +40 +0.4%
SA
1269
Strategic Advisors
New York
$730K
FWCM
1270
Ferguson Wellman Capital Management
Oregon
$724K +$268K +4,000 +56%
PSCM
1271
Per Stirling Capital Management
Texas
$723K +$13.4K +200 +2%
TIA
1272
Traphagen Investment Advisors
New Jersey
$720K -$7.52K -112 -1%
PWG
1273
Private Wealth Group
Florida
$718K
LMKC
1274
L.M. Kohn & Company
Ohio
$718K +$130K +1,944 +21%
WIM
1275
Warwick Investment Management
Texas
$717K +$50.5K +752 +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.