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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
HHAA
1376
Henry H. Armstrong Associates
Pennsylvania
$581K +$603K +8,992 New
Members Trust
1377
Members Trust
Florida
$580K +$294K +4,380 +95%
CMMS
1378
Comprehensive Money Management Services
Florida
$575K
RDWM
1379
Red Door Wealth Management
Tennessee
$574K +$49.7K +740 +9%
LRIA
1380
Leonard Rickey Investment Advisors
Washington
$573K -$1.88K -28 -0.3%
IJWM
1381
Inman Jager Wealth Management
Mississippi
$573K +$2.68K +40 +0.5%
PSF
1382
Pacific Sun Financial
California
$569K +$36.5K +544 +7%
GWM
1383
GDS Wealth Management
Texas
$568K -$202K -3,008 -26%
WCM
1384
Winthrop Capital Management
Indiana
$566K
PAG
1385
Powers Advisory Group
Illinois
$566K +$210K +3,132 +56%
SAM
1386
Sequent Asset Management
Texas
$566K
DPI
1387
Diversified Portfolios Inc
Michigan
$564K +$9.39K +140 +2%
GK
1388
Graney & King
New York
$563K -$54.8K -816 -9%
KCM
1389
Kennicott Capital Management
California
$561K
RMDI
1390
R.M. Davis Inc
Maine
$559K +$119K +1,780 +26%
FNWM
1391
Financial Network Wealth Management
Utah
$558K +$2.42K +36 +0.4%
WC
1392
Waterloo Capital
Texas
$558K +$59.3K +884 +11%
WPW
1393
Waldron Private Wealth
Pennsylvania
$558K -$267K -3,980 -32%
PWM
1394
Paulson Wealth Management
Illinois
$555K -$34.4K -512 -6%
FF
1395
Francis Financial
$554K +$537 +8 +0.1%
FCH
1396
Freestone Capital Holdings
Washington
$550K -$6.17K -92 -1%
GSIS
1397
Global Strategic Investment Solutions
Arizona
$549K +$268 +4 +0%
PFWA
1398
Paces Ferry Wealth Advisors
Georgia
$548K
SWM
1399
SpringVest Wealth Management
Texas
$548K +$75.7K +1,128 +15%
LA
1400
Lifeworks Advisors
Michigan
$547K +$126K +1,880 +29%

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.