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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
AFM
1576
Armstrong Fleming & Moore
District of Columbia
$387K +$401K +5,980 New
SDH
1577
Sloy Dahl & Holst
Washington
$386K -$46.2K -688 -10%
MAA
1578
Matrix Asset Advisors
New York
$384K +$40.5K +604 +11%
SWM
1579
Stockman Wealth Management
Montana
$384K +$13.7K +204 +4%
MC
1580
Mathes Company
New York
$383K -$44.8K -668 -10%
MCA
1581
Midwest Capital Advisors
Michigan
$382K -$80.3K -1,196 -17%
NWMG
1582
National Wealth Management Group
Ohio
$382K +$10.7K +160 +3%
HCP
1583
Hardin Capital Partners
South Carolina
$381K
VWM
1584
Venturi Wealth Management
Texas
$379K +$193K +2,876 +96%
BOSSRA
1585
B.O.S.S. Retirement Advisors
Utah
$378K +$392K +5,848 New
WF
1586
Womack Financial
Texas
$377K -$62.8K -936 -14%
AMCA
1587
Arthur M. Cohen & Associates
Illinois
$375K
CWA
1588
Canvas Wealth Advisors
Kansas
$375K +$29.3K +436 +8%
SB
1589
Sunflower Bank
Texas
$375K
PCM
1590
Pennsylvania Capital Management
Pennsylvania
$374K +$96.1K +1,432 +33%
HIIFS
1591
Harel Insurance Investments & Financial Services
Israel
$373K +$387K +5,772 New
OCG
1592
Opus Capital Group
Ohio
$371K +$385K +5,732 New
IF
1593
Integrity Financial
Wyoming
$371K +$83.5K +1,244 +28%
TVWM
1594
Tower View Wealth Management
Wisconsin
$369K +$1.88K +28 +0.5%
GWM
1595
Gibbs Wealth Management
Georgia
$367K +$29.3K +436 +8%
VWA
1596
VERITY Wealth Advisors
United States
$366K -$22K -328 -5%
VAS
1597
Vestmark Advisory Solutions
Massachusetts
$366K +$380K +5,664 New
AGP
1598
Aspire Growth Partners
Florida
$366K +$21.7K +324 +6%
BWG
1599
Balanced Wealth Group
Ohio
$366K -$43.8K -652 -10%
CIA
1600
Cape Investment Advisory
Georgia
$365K +$14K +208 +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.