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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
LCWP
1551
Legacy Capital Wealth Partners
Arkansas
$405K +$64.7K +964 +4%
BBNA
1552
Bremer Bank National Association
Minnesota
$403K -$7.79K -116 -2%
WA1
1553
Wimmer Associates 1
California
$402K -$15.6K -232 -4%
TCM
1554
Towneley Capital Management
California
$402K -$31.4K -468 -7%
SFP
1555
Shepherd Financial Partners
Massachusetts
$401K +$107K +1,600 +35%
WPC
1556
Waters Parkerson & Co
Louisiana
$401K +$121K +1,800 +41%
EFA
1557
Edge Financial Advisors
Illinois
$401K +$40.5K +604 +11%
GHA
1558
Granite Harbor Advisors
Texas
$401K -$27.6K -412 -6%
FFA
1559
Fragasso Financial Advisors
Pennsylvania
$400K -$421K -6,280 -50%
BFG
1560
Berger Financial Group
Minnesota
$400K -$18K -268 -4%
KCM
1561
Kathmere Capital Management
Pennsylvania
$400K
S
1562
SignatureFD
Georgia
$398K -$210K -3,136 -34%
IPAM
1563
Investment Partners Asset Management
New Jersey
$395K +$1.88K +28 +0.5%
PSP
1564
Pacific Sage Partners
Washington
$395K
FW
1565
Fairway Wealth
Ohio
$395K +$37.6K +560 +10%
FWA
1566
FSM Wealth Advisors
Ohio
$394K +$170K +2,540 +71%
1WA
1567
180 Wealth Advisors
Washington
$393K +$537 +8 +0.1%
WCP
1568
Wealthcare Capital Partners
Pennsylvania
$393K +$30.3K +452 +8%
MCM
1569
M1 Capital Management
Michigan
$393K
WA
1570
Wealthstream Advisors
New York
$392K +$17.2K +256 +4%
SWA
1571
Serenus Wealth Advisors
California
$392K
ACM
1572
Allred Capital Management
Texas
$391K -$6.17K -92 -1%
TW
1573
Transform Wealth
Colorado
$389K -$12.1K -180 -3%
AWA
1574
Aaron Wealth Advisors
Illinois
$388K -$537 -8 -0.1%
FFA
1575
Frazier Financial Advisors
Ohio
$387K +$296K +4,408 +279%

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.