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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
AIFAIM
1301
American Institute for Advanced Investment Management
Arizona
$690K +$83.2K +1,240 +13%
OAS
1302
Optivise Advisory Services
Tennessee
$687K +$23.9K +356 +3%
BWM
1303
BankPlus Wealth Management
Mississippi
$687K +$418K +6,232 +142%
TC
1304
TFR Capital
Texas
$686K +$36.2K +540 +5%
PB
1305
Pinnacle Bancorp
Nebraska
$680K -$263K -3,912 -27%
HFS
1306
Heritage Financial Services
Massachusetts
$680K +$17.4K +260 +3%
PI
1307
Pachira Investments
California
$676K -$5.91K -88 -0.8%
GP
1308
Geneva Partners
Wisconsin
$675K -$65.2K -972 -9%
BWP
1309
BSW Wealth Partners
Colorado
$674K +$45.6K +680 +7%
HGWM
1310
Horst & Graben Wealth Management
Oregon
$673K +$805 +12 +0.1%
SWA
1311
Sightline Wealth Advisors
Connecticut
$672K -$85.1K -1,268 -11%
FSG
1312
Financial Strategies Group
Michigan
$672K +$127K +1,892 +21%
DDC
1313
DF Dent & Co
Maryland
$671K +$33.8K +504 +5%
ONST
1314
Old North State Trust
North Carolina
$670K
NWMP
1315
Noble Wealth Management PBC
Colorado
$669K +$48.9K +728 +8%
HKIMG
1316
Hutchens & Kramer Investment Management Group
Indiana
$668K -$50.7K -756 -7%
SA
1317
Sovran Advisors
California
$668K +$42.1K +628 +6%
BC
1318
Bakala Capital
South Carolina
$668K +$58K +864 +9%
GIA
1319
Guyasuta Investment Advisors
Pennsylvania
$668K +$8.32K +124 +1%
BB
1320
Berkshire Bank
Massachusetts
$667K +$10.7K +160 +2%
DTC
1321
Davidson Trust Company
Washington
$666K
WIC
1322
Willis Investment Counsel
Georgia
$664K
PPWM
1323
Paragon Private Wealth Management
Kentucky
$663K +$688K +10,252 New
C
1324
Certuity
Florida
$663K
EAM
1325
Empirical Asset Management
Massachusetts
$662K +$174K +2,600 +34%

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.