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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
HWM
1526
Heirloom Wealth Management
Colorado
$427K
CFMC
1527
Curbstone Financial Management Corp
New Hampshire
$427K -$26.8K -400 -6%
FBC
1528
Fairfield, Bush & Co
Connecticut
$427K +$89.1K +1,328 +25%
ET
1529
Equitable Trust
Tennessee
$425K +$442K +6,580 New
LCM
1530
Logan Capital Management
Pennsylvania
$425K
OW
1531
Olistico Wealth
Oklahoma
$425K -$132K -1,964 -23%
HR
1532
Hardy Reed
Mississippi
$424K
NSIM
1533
North Star Investment Management
Illinois
$421K +$72.2K +1,076 +20%
WI
1534
Westbourne Investments
Virginia
$419K
VPP
1535
Vertex Planning Partners
Illinois
$418K +$15K +224 +4%
CF
1536
Centaurus Financial
California
$417K -$97.2K -1,448 -18%
AIC
1537
Allodium Investment Consultants
Minnesota
$414K +$805 +12 +0.2%
CPW
1538
Cove Private Wealth
New York
$414K
QWM
1539
Quadcap Wealth Management
Texas
$413K -$194K -2,884 -31%
FFG
1540
Fortem Financial Group
California
$413K +$40.3K +600 +10%
BOJHT
1541
Bank of Jackson Hole Trust
Wyoming
$412K +$2.15K +32 +0.5%
EFG
1542
Elm3 Financial Group
Georgia
$411K +$112K +1,668 +36%
AF
1543
Apexium Financial
Texas
$409K +$147K +2,196 +53%
IPA
1544
Investment Planning Advisors
Georgia
$409K +$38.1K +568 +10%
PFBT
1545
Parkside Financial Bank & Trust
Missouri
$409K +$21.7K +324 +5%
MCM
1546
MontVue Capital Management
Virginia
$406K
JPG
1547
Jordan Park Group
California
$406K
RW
1548
RVW Wealth
California
$406K -$53.7K -800 -11%
NFG
1549
Northeast Financial Group
Pennsylvania
$405K +$8.32K +124 +2%
SIC
1550
Sigma Investment Counselors
Michigan
$405K -$511K -7,616 -55%

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.