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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
CNBTD
1701
Citizens National Bank Trust Department
Mississippi
$304K +$276K +4,116 +695%
GPW
1702
Genesis Private Wealth
Virginia
$304K -$30.1K -448 -9%
KOMWMG
1703
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$304K -$48.6K -724 -13%
OPPS
1704
Obsidian Personal Planning Solutions
Maryland
$301K -$9.13K -136 -3%
CCM
1705
Cambridge Capital Management
Illinois
$301K +$1.34K +20 +0.4%
CC
1706
Cadinha & Co
Hawaii
$301K
WA
1707
Wambolt & Associates
Colorado
$297K -$279K -4,156 -48%
FFP
1708
FourThought Financial Partners
Florida
$297K +$39.7K +592 +15%
MPPLM
1709
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$296K -$10.2K -152 -3%
SW
1710
SkyOak Wealth
Michigan
$296K -$12.3K -184 -4%
SFG
1711
Snider Financial Group
Washington
$295K +$27.1K +404 +10%
CHJWM
1712
Carlton Hofferkamp & Jenks Wealth Management
Texas
$295K +$9.66K +144 +3%
CTA
1713
Camelot Technology Advisors
California
$294K +$805 +12 +0.3%
PAS
1714
PKS Advisory Services
New York
$294K +$12.6K +188 +4%
ZIM
1715
Zacks Investment Management
Illinois
$294K +$6.17K +92 +2%
OWA
1716
Opal Wealth Advisors
New York
$293K +$56.6K +844 +23%
WCP
1717
Wick Capital Partners
Pennsylvania
$293K +$304K +4,536 New
BST
1718
Bath Savings Trust
Maine
$293K +$8.05K +120 +3%
LA
1719
LPF Advisors
Florida
$291K +$537 +8 +0.2%
VC
1720
Vicus Capital
Pennsylvania
$291K -$6.17K -92 -2%
MA
1721
MKT Advisors
California
$288K +$268 +4 +0.1%
BAM
1722
Byrne Asset Management
New Jersey
$288K -$304K -4,524 Closed
MFF
1723
Michels Family Financial
Texas
$287K +$3.22K +48 +1%
HC
1724
Hoese & Co
Minnesota
$287K
AWA
1725
Aquire Wealth Advisors
Utah
$287K +$84.8K +1,264 +40%

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.