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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
GD
1326
Grandfield & Dodd
New York
$662K +$10.7K +160 +2%
LW
1327
Libra Wealth
California
$661K
LRPA
1328
L. Roy Papp & Associates
Arizona
$657K
SHIM
1329
Stone House Investment Management
Pennsylvania
$656K +$60.4K +900 +10%
JCM
1330
J2 Capital Management
Michigan
$651K +$48.3K +720 +8%
AF
1331
Alerus Financial
North Dakota
$649K -$33.8K -504 -5%
PIM
1332
Penobscot Investment Management
Massachusetts
$649K -$6.71K -100 -1%
CT
1333
Colonial Trust
South Carolina
$648K -$639K -9,528 -49%
QCM
1334
QRG Capital Management
Illinois
$647K -$121K -1,796 -15%
WG
1335
Welch Group
Alabama
$647K
KHCM
1336
Kirtland Hills Capital Management
Ohio
$643K +$53.7K +800 +8%
LDB
1337
Lee, Danner & Bass
Tennessee
$641K
FFG
1338
Fiduciary Financial Group
California
$641K +$370K +5,512 +106%
APP
1339
Avantax Planning Partners
Iowa
$640K +$6.98K +104 +1%
WB
1340
Webster Bank
Connecticut
$640K -$24.7K -368 -4%
DI
1341
Diligent Investors
California
$635K
HCMG
1342
Howard Capital Management Group
California
$634K
CQWA
1343
Chokshi & Queen Wealth Advisors
California
$634K
EBA
1344
Eagle Bay Advisors
New York
$632K
EWS
1345
Eagle Wealth Strategies
New Jersey
$627K +$2.95K +44 +0.5%
BWM
1346
Baron Wealth Management
Michigan
$626K +$805 +12 +0.1%
VIPI
1347
Vista Investment Partners II
Indiana
$625K +$176K +2,616 +37%
Qube Research & Technologies (QRT)
1348
Qube Research & Technologies (QRT)
United Kingdom
$624K -$7.36M -109,600 -92%
BFA
1349
Buttonwood Financial Advisors
Maryland
$624K -$28.2K -420 -4%
TTIC
1350
Tower Trust & Investment Company
Iowa
$623K +$653K +9,736 New

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.