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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
EPAM
1401
Evelyn Partners Asset Management
$547K +$567K +8,456 New
FA
1402
Financial Alternatives
California
$546K
PCM
1403
Prospera Capital Management
Arizona
$544K +$565K +8,420 New
AWP
1404
Accretive Wealth Partners
New Jersey
$544K +$239K +3,556 +73%
CNTOF
1405
Canandaigua National Trust of Florida
New York
$543K +$22.5K +336 +4%
JIP
1406
Jaffetilchin Investment Partners
Florida
$541K +$254K +3,792 +83%
MA
1407
MAS Advisors
Florida
$540K -$141K -2,108 -20%
WEG
1408
World Equity Group
Illinois
$539K -$555K -8,276 -50%
WCM
1409
Winebrenner Capital Management
Kentucky
$538K -$8.86K -132 -2%
UIM
1410
Unified Investment Management
Georgia
$538K
JSW
1411
Journey Strategic Wealth
New Jersey
$538K -$18.5K -276 -3%
LWM
1412
Lodestone Wealth Management
Washington
$535K +$1.61K +24 +0.3%
EFG
1413
Ehrlich Financial Group
California
$535K
GEA
1414
Glen Eagle Advisors
New Jersey
$534K +$276K +4,108 +99%
HPBT
1415
Hickory Point Bank & Trust
Illinois
$532K +$552K +8,232 New
LWM
1416
Lyell Wealth Management
California
$532K
GWA
1417
Geometric Wealth Advisors
District of Columbia
$530K +$277K +4,124 +101%
CF
1418
Claris Financial
Virginia
$529K
PAM
1419
Palisade Asset Management
Minnesota
$527K +$537 +8 +0.1%
WTFG
1420
Wells Trecaso Financial Group
Ohio
$527K
MPI
1421
Mairs & Power Inc
Minnesota
$527K +$177K +2,640 +48%
CAM
1422
Clark Asset Management
New Hampshire
$524K +$1.61K +24 +0.3%
SC
1423
Slow Capital
California
$524K -$134K -1,996 -20%
MAG
1424
Mayfair Advisory Group
Alabama
$524K
FA
1425
FC Advisory
Pennsylvania
$523K

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.