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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
PEA
1351
Park Edge Advisors
Ohio
$622K -$16.1K -240 -2%
CW
1352
Channel Wealth
California
$621K -$64.7K -964 -9%
PWA
1353
Physician Wealth Advisors
Utah
$619K +$26K +388 +4%
SWM
1354
Selective Wealth Management
Virginia
$618K -$67.1K -1,000 -9%
JAFL
1355
Jay A. Fishman Ltd
Michigan
$618K -$141K -2,100 -18%
PWPS
1356
Pinnacle Wealth Planning Services
Ohio
$615K +$16.9K +252 +3%
RFP
1357
Root Financial Partners
California
$615K +$142K +2,116 +29%
CFAM
1358
Center For Asset Management
Florida
$614K +$266K +3,968 +72%
RCA
1359
Ranch Capital Advisors
Florida
$613K -$38.9K -580 -6%
KCP
1360
Kera Capital Partners
California
$611K +$1.61K +24 +0.3%
QCG
1361
Quadrant Capital Group
Ohio
$607K -$69K -1,028 -10%
GSF
1362
Grove Street Fiduciary
New Hampshire
$605K
FFM
1363
Forum Financial Management
Illinois
$604K +$33.8K +504 +6%
WCM
1364
WealthTrak Capital Management
Virginia
$599K -$33.3K -496 -5%
DWM
1365
DecisionMap Wealth Management
Virginia
$599K -$1.34K -20 -0.2%
GKIM
1366
GW&K Investment Management
Massachusetts
$596K
FVIM
1367
Fort Vancouver Investment Management
Washington
$596K
IAA
1368
Independent Advisor Alliance
North Carolina
$595K -$21.6M -322,484 -97%
NPFS
1369
Novak & Powell Financial Services
Florida
$593K -$2.42K -36 -0.4%
CA
1370
CGN Advisors
Kansas
$593K +$254K +3,780 +70%
MWA
1371
Moser Wealth Advisors
Washington
$591K +$36.2K +540 +6%
MP
1372
Moment Partners
California
$591K +$304K +4,528 +98%
GWAM
1373
Guardian Wealth Advisors (Minnesota)
Minnesota
$590K -$128K -1,904 -17%
VFIC
1374
Valley Forge Investment Consultants
Pennsylvania
$589K -$43.5K -648 -7%
DFG
1375
Delta Financial Group
New Jersey
$583K +$65K +968 +12%

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.