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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
PWW
1451
Pettyjohn Wood & White
Virginia
$499K -$11K -164 -2%
WMN
1452
Wealth Management Nebraska
Nebraska
$496K +$105K +1,560 +26%
SFP
1453
Sterling Financial Planning
New Jersey
$495K +$14.5K +216 +3%
BB
1454
Busey Bank
Illinois
$494K -$9.93K -148 -2%
CA
1455
Claro Advisors
Massachusetts
$492K +$126K +1,884 +33%
SFO
1456
Stokes Family Office
Louisiana
$492K -$16.1K -240 -3%
AFG
1457
ABLE Financial Group
Arizona
$490K -$61.7K -920 -11%
WCWM
1458
Willow Creek Wealth Management
California
$489K +$65.8K +980 +15%
SBF
1459
Sara-Bay Financial
Florida
$489K +$33.6K +500 +7%
SFGP
1460
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$488K -$8.05K -120 -2%
EPP
1461
ETF Portfolio Partners
Kansas
$488K
EWM
1462
Elevatus Welath Management
New York
$487K -$647K -9,644 -56%
SWM
1463
SFG Wealth Management
Maryland
$486K +$3.22K +48 +0.6%
GGS
1464
Galvin Gaustad & Stein
Arizona
$486K
EFN
1465
Equita Financial Network
Pennsylvania
$486K -$26K -388 -5%
AWA
1466
Acorn Wealth Advisors
Michigan
$485K +$26.6K +396 +6%
LT
1467
Legacy Trust
Michigan
$484K +$220K +3,280 +78%
IAG
1468
Investment Advisory Group
Massachusetts
$484K +$16.9K +252 +3%
NPT
1469
Nixon Peabody Trust
Massachusetts
$484K
TCM
1470
TruNorth Capital Management
Michigan
$483K +$492K +7,324 +5,231%
MCM
1471
Mengis Capital Management
Oregon
$482K +$87.8K +1,308 +21%
CWM
1472
Copia Wealth Management
Oregon
$482K
TWC
1473
TD Waterhouse Canada
Ontario, Canada
$481K +$12.3K +184 +3%
CS
1474
Cannell & Spears
New York
$477K +$56.4K +840 +13%
LKBC
1475
L.K. Benson & Company
Maryland
$476K +$2.15K +32 +0.4%

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.