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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
BFC
1501
Bedel Financial Consulting
Indiana
$456K +$473K +7,044 New
KA
1502
Kovack Advisors
Florida
$454K +$471K +7,020 New
MWP
1503
Meridian Wealth Partners
Pennsylvania
$453K -$50.2K -748 -10%
BCM
1504
Becker Capital Management
Oregon
$453K +$56.1K +836 +14%
CCT
1505
Capital City Trust
Florida
$453K -$23.4K -348 -5%
ITIM
1506
Indiana Trust & Investment Management
Indiana
$452K
CAG
1507
Compass Advisory Group
New York
$452K
TCM
1508
Tradewinds Capital Management
Washington
$447K -$18.5K -276 -4%
BMD
1509
Better Money Decisions
New Mexico
$446K +$94.2K +1,404 +26%
JPLA
1510
Joseph P. Lucia & Associates
New York
$444K -$2.68K -40 -0.6%
HSA
1511
HBK Sorce Advisory
Pennsylvania
$444K -$145K -2,160 -24%
GSEP
1512
Golden State Equity Partners
California
$444K +$41.9K +624 +10%
CAAM
1513
Cornerstone Advisors Asset Management
Pennsylvania
$442K -$12.6K -188 -3%
VP
1514
Verum Partners
North Carolina
$442K +$6.71K +100 +1%
SAW
1515
Signal Advisors Wealth
Michigan
$441K -$158K -2,360 -26%
CCA
1516
Cora Capital Advisors
New Jersey
$441K
SWRP
1517
Summit Wealth & Retirement Planning
California
$439K
CPC
1518
Consolidated Planning Corp
Georgia
$438K -$5.91K -88 -1%
BHBT
1519
Burke & Herbert Bank & Trust
Virginia
$436K +$453K +6,744 New
RWA
1520
River Wealth Advisors
Pennsylvania
$436K +$11.3K +168 +3%
NCG
1521
Newport Capital Group
New Jersey
$435K +$28.7K +428 +7%
WMWM
1522
Wilkins Miller Wealth Management
Alabama
$435K +$141K +2,100 +45%
EA
1523
Ellsworth Advisors
Ohio
$434K +$1.07K +16 +0.2%
NGA
1524
Naples Global Advisors
Florida
$429K +$9.13K +136 +2%
CF
1525
Convergence Financial
Missouri
$429K +$23.6K +352 +6%

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.