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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
KPP
1676
Kings Path Partners
Texas
$320K +$268 +4 +0.1%
CBT
1677
Crews Bank & Trust
Florida
$320K -$4.03K -60 -1%
CT
1678
Clearstead Trust
Maine
$318K -$32.7K -488 -9%
FMTCOCP
1679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K -$4.83K -72 -1%
HP
1680
HT Partners
Connecticut
$317K
ACP
1681
Aviance Capital Partners
Florida
$316K +$328K +4,892 New
BCA
1682
Bay Capital Advisors
Virginia
$316K -$147K -2,184 -31%
CIA
1683
Cladis Investment Advisory
Montana
$316K
CFG
1684
Cooper Financial Group
California
$315K +$18.8K +280 +6%
FFBTD
1685
First Financial Bank - Trust Division
Ohio
$315K -$537 -8 -0.2%
CSIC
1686
Clifford Swan Investment Counsel
California
$314K +$15.6K +232 +5%
GFA
1687
Grunden Financial Advisory
Texas
$310K
YIA
1688
YHB Investment Advisors
Connecticut
$310K
OPA
1689
Old Port Advisors
Maine
$310K -$15.8K -236 -5%
SFC
1690
SYM Financial Corp
Indiana
$309K -$25.5K -380 -7%
MGWA
1691
Monument Group Wealth Advisors
Massachusetts
$308K +$320K +4,768 New
BSA
1692
Braun Stacey Associates
New York
$308K +$111K +1,648 +53%
SFS
1693
Sharp Financial Services
Pennsylvania
$308K
PWP
1694
Private Wealth Partners
California
$307K
IWMA
1695
Ironwood Wealth Management (Arizona)
Arizona
$307K +$19.9K +296 +7%
GWS
1696
Glassman Wealth Services
Virginia
$306K +$805 +12 +0.3%
PP
1697
Prosperity Planning
Missouri
$305K
WTA
1698
Washington Trust Advisors
Massachusetts
$305K +$36.8K +548 +13%
BSTWA
1699
Blake Schutter Theil Wealth Advisors
Ohio
$305K +$805 +12 +0.3%
AG
1700
AmeriFlex Group
Nevada
$305K +$7.25K +108 +2%

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.