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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
ANTB
126
AMG National Trust Bank
Colorado
$32.8M +$5.92M +88,236 +21%
BBA
127
BLB&B Advisors
Pennsylvania
$32.7M +$2.06M +30,704 +6%
MAM
128
Marquette Asset Management
Minnesota
$32.6M -$230K -3,428 -0.7%
FW
129
Fidato Wealth
Ohio
$32.4M +$556K +8,288 +2%
AM
130
AGF Management
Ontario, Canada
$31.8M +$449K +6,688 +1%
Northern Trust
131
Northern Trust
Illinois
$31.7M +$2.99M +44,584 +10%
EI
132
Ellevest Inc
New York
$31.6M -$4.98M -74,140 -13%
ATPW
133
Ashton Thomas Private Wealth
Arizona
$31.4M +$3.36M +50,028 +11%
GT
134
Glenmede Trust
Pennsylvania
$31M -$295K -4,396 -0.9%
AAS
135
Avantax Advisory Services
Texas
$30.7M +$1.83M +27,228 +6%
Lido Advisors
136
Lido Advisors
California
$30.4M +$2.94M +43,812 +10%
SAM
137
SP Asset Management
California
$30.2M +$1.32M +19,596 +4%
HWM
138
HB Wealth Management
Georgia
$30.2M +$6.08M +90,628 +24%
CSIA
139
Conrad Siegel Investment Advisors
Pennsylvania
$30.2M -$48.9K -728 -0.2%
PL
140
Pandi LLC
Kansas
$30M
William Blair & Company
141
William Blair & Company
Illinois
$29.8M +$2.19M +32,612 +8%
BF
142
Blankinship & Foster
California
$29.4M -$746K -11,116 -2%
BFG
143
Bouchey Financial Group
New York
$29M +$119K +1,780 +0.4%
WB
144
WesBanco Bank
West Virginia
$28.8M +$2.28M +33,932 +8%
TPW
145
TL Private Wealth
Texas
$28.7M +$1.47M +21,868 +5%
First Manhattan
146
First Manhattan
New York
$28.5M +$192K +2,860 +0.7%
EA
147
Enclave Advisors
Texas
$28.2M +$611K +9,112 +2%
AF
148
Arrow Financial
New York
$28.1M -$596K -8,884 -2%
IWC
149
Integrated Wealth Concepts
Massachusetts
$28M +$1.09M +16,244 +4%
MCM
150
MAI Capital Management
Ohio
$27.2M -$321K -4,784 -1%

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.