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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
FWP
1651
Falcon Wealth Planning
California
$335K -$128K -1,908 -27%
HWP
1652
Hibernia Wealth Partners
Louisiana
$335K +$5.37K +80 +2%
WJA
1653
Willis Johnson & Associates
Texas
$335K -$21.5K -320 -6%
VC
1654
Vestor Capital
Illinois
$334K -$16.1K -240 -4%
SFS
1655
Strategic Financial Services
New York
$334K -$67.1K -1,000 -16%
PCA
1656
Providence Capital Advisors
North Carolina
$333K +$17.4K +260 +5%
KW
1657
KWB Wealth
California
$333K -$805 -12 -0.2%
MWP
1658
Madison Wealth Partners
Wisconsin
$332K -$268 -4 -0.1%
MCM
1659
Morton Capital Management
California
$332K
DCM
1660
Donaldson Capital Management
Indiana
$331K +$344K +5,124 New
AWAG
1661
ARS Wealth Advisors Group
Florida
$331K +$27.1K +404 +9%
UW
1662
Unique Wealth
Florida
$329K +$14.5K +216 +4%
SFA
1663
Seneca Financial Advisors
New York
$328K
FG
1664
Fairman Group
Pennsylvania
$327K +$1.34K +20 +0.4%
D
1665
Dentgroup
Louisiana
$327K
MWG
1666
Martin Worley Group
Utah
$327K +$7.79K +116 +2%
WPP
1667
Whalerock Point Partners
Rhode Island
$325K
GF
1668
Gimbal Financial
Indiana
$324K
NW
1669
Naviter Wealth
Arkansas
$323K -$268 -4 -0.1%
DJYG
1670
David J. Yvars Group
Florida
$321K
BWA
1671
Bordeaux Wealth Advisors
California
$321K +$17.2K +256 +5%
CWMGO
1672
Capstone Wealth Management Group (Oregon)
Oregon
$321K -$19.3K -288 -5%
PWM
1673
Penobscot Wealth Management
Maine
$320K +$4.03K +60 +1%
GWM
1674
GK Wealth Management
Nevada
$320K +$41.6K +620 +14%
AA
1675
Argent Advisors
Louisiana
$320K -$10.7K -160 -3%

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.