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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
EA
1601
Evolution Advisers
Virginia
$365K +$348K +5,188 +1,099%
M
1602
MYeCFO
California
$365K +$5.37K +80 +1%
CPA
1603
Compass Planning Associates
Massachusetts
$364K +$27.1K +404 +8%
SSWM
1604
Smith Salley Wealth Management
North Carolina
$364K +$29.3K +436 +8%
BWL
1605
Bogart Wealth LLC
Virginia
$363K +$8.32K +124 +2%
MCG
1606
McCollum Christoferson Group
New York
$363K -$1.34K -20 -0.4%
PW
1607
Potentia Wealth
California
$362K
EWM
1608
EPG Wealth Management
Georgia
$361K
LTL
1609
Lowery Thomas LLC
California
$361K +$1.88K +28 +0.5%
AWA
1610
Aletheian Wealth Advisors
Washington
$361K
CPC
1611
CFC Planning Company
Indiana
$361K +$537 +8 +0.1%
BC
1612
Burney Company
Virginia
$361K +$74.9K +1,116 +25%
SFG
1613
Sunburst Financial Group
Alabama
$359K
PCG
1614
Prosperity Consulting Group
Maryland
$359K -$6.98K -104 -2%
RCM
1615
Radnor Capital Management
Pennsylvania
$359K +$142K +2,112 +61%
GFL
1616
Granite FO LLC
New Hampshire
$358K
FNBOMD
1617
First National Bank of Mount Dora
Florida
$357K
VNA
1618
Valley National Advisers
Pennsylvania
$357K
LSIA
1619
LaSalle St. Investment Advisors
Illinois
$357K +$138K +2,056 +59%
AWA
1620
Alta Wealth Advisors
Massachusetts
$356K +$805 +12 +0.2%
CSC
1621
Caldwell Sutter Capital
California
$355K +$805 +12 +0.2%
1SB
1622
1ST Source Bank
Indiana
$355K -$2.68K -40 -0.7%
DCM
1623
DGS Capital Management
New Jersey
$354K -$141K -2,108 -28%
VCM
1624
Virtue Capital Management
Tennessee
$354K +$368K +5,480 New
FFWA
1625
FRG Family Wealth Advisors
Washington
$354K

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.