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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
FAT
1626
First American Trust
California
$354K +$22.8K +340 +7%
DAS
1627
Diversify Advisory Services
Utah
$353K -$315K -4,692 -46%
IAG
1628
Ipsen Advisor Group
Arkansas
$353K +$1.61K +24 +0.4%
LFA
1629
LifeGuide Financial Advisors
Pennsylvania
$353K
C1AG
1630
Client 1st Advisory Group
Florida
$351K
PCM
1631
Penn Capital Management
Pennsylvania
$351K +$20.9K +312 +6%
AWM
1632
Aberdeen Wealth Management
Illinois
$350K +$329K +4,900 +942%
CC
1633
Chicago Capital
Illinois
$349K -$58.5K -872 -14%
WF
1634
Wayfinding Financial
Washington
$349K -$60.9K -908 -14%
Allspring Global Investments
1635
Allspring Global Investments
North Carolina
$349K +$229K +3,412 +176%
SWM
1636
Silverlake Wealth Management
Vermont
$349K +$9.66K +144 +3%
OWMIAS
1637
One Wealth Management Investment & Advisory Services
Florida
$348K
WIM
1638
Westside Investment Management
California
$347K +$29.5K +440 +9%
CCA
1639
Cobblestone Capital Advisors
New York
$347K -$220K -3,276 -38%
RMP
1640
Richards, Merrill & Peterson
Washington
$345K +$10.7K +160 +3%
PRI
1641
Prepared Retirement Institute
Pennsylvania
$344K
RPWA
1642
Regent Peak Wealth Advisors
Georgia
$343K -$20.9K -312 -6%
JWS
1643
Juncture Wealth Strategies
Arizona
$341K -$13.7K -204 -4%
WMS
1644
Wealth Management Strategies
Pennsylvania
$341K +$1.61K +24 +0.5%
CW
1645
Code Waechter
Florida
$341K +$354K +5,272 New
Invesco
1646
Invesco
Georgia
$339K -$10.2K -152 -3%
AWM
1647
Avaii Wealth Management
Wisconsin
$338K
TI
1648
Trexquant Investment
Connecticut
$337K +$350K +5,220 New
Susquehanna International Group
1649
Susquehanna International Group
Pennsylvania
$336K +$349K +5,200 New
TWA
1650
Trace Wealth Advisors
California
$336K

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.