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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
PWA
1276
Peterson Wealth Advisors
Utah
$717K -$22.8K -340 -3%
VFPW
1277
Vantage Financial Partners (Wisconsin)
Wisconsin
$712K -$25K -372 -3%
ACM
1278
Advance Capital Management
Michigan
$711K -$3.76K -56 -0.5%
GP
1279
Greenline Partners
New York
$711K -$1.76M -26,168 -91%
CPWM
1280
Cypress Point Wealth Management
Texas
$711K -$215K -3,200 -23%
TNA
1281
True North Advisors
Texas
$710K +$172K +2,564 +30%
CCP
1282
Clarity Capital Partners
California
$710K +$29.8K +444 +4%
AWC
1283
Adamsbrown Wealth Consultants
Kansas
$710K +$17.2K +256 +2%
LPT
1284
Legacy Private Trust
Wisconsin
$709K -$49.1K -732 -6%
DI
1285
Disciplined Investments
Oklahoma
$708K +$75.2K +1,120 +11%
GFP
1286
Gryphon Financial Partners
Ohio
$706K +$3.49K +52 +0.5%
FIB
1287
First Interstate Bank
Montana
$706K -$35.7K -532 -5%
TT
1288
TI-Trust
Illinois
$706K -$1.88K -28 -0.3%
FFA
1289
Founders Financial Alliance
North Carolina
$704K +$350K +5,212 +92%
KFSN
1290
Keystone Financial Services (Nebraska)
Nebraska
$704K +$328K +4,888 +82%
ES
1291
ETF Store
Kansas
$704K +$805 +12 +0.1%
RWRC
1292
R.W. Roge & Company
New York
$701K -$475K -7,072 -39%
WW
1293
Westshore Wealth
California
$701K +$537 +8 +0.1%
GWA
1294
GGM Wealth Advisors
Maryland
$699K -$73.8K -1,100 -9%
TNB
1295
Thomasville National Bank
Georgia
$697K
TWM
1296
Trueblood Wealth Management
Ohio
$696K +$163K +2,432 +29%
ES
1297
Eagle Strategies
New York
$694K -$2.63M -39,144 -78%
HA
1298
Herold Advisors
New York
$694K -$4.56K -68 -0.6%
Kayne Anderson Rudnick Investment Management
1299
Kayne Anderson Rudnick Investment Management
California
$693K -$289K -4,312 -29%
OBWG
1300
Onyx Bridge Wealth Group
New York
$693K +$5.37K +80 +0.8%

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.