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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
AFS
151
Axiom Financial Strategies
Indiana
$27.1M +$3.14M +46,812 +13%
PFM
152
Phillips Financial Management
Indiana
$26.8M -$188K -2,796 -0.7%
CWM
153
Cranbrook Wealth Management
Michigan
$26.4M +$184K +2,736 +0.7%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$25.9M +$24.4M +363,736 +974%
PMG
155
ProVise Management Group
Florida
$25.6M +$1.09M +16,200 +4%
WT
156
Whittier Trust
California
$25.1M -$6.98K -104 -0%
SFS
157
Searcy Financial Services
Kansas
$25M +$516K +7,696 +2%
PFA
158
Pathway Financial Advisors
Vermont
$24.8M +$3.01M +44,788 +13%
GVAG
159
Great Valley Advisor Group
Delaware
$24.7M +$7.11M +105,900 +38%
Principal Financial Group
160
Principal Financial Group
Iowa
$24.6M +$11.1M +166,108 +77%
DJSG
161
D.J. St. Germain
Massachusetts
$24.2M -$257K -3,824 -1%
Brown Advisory
162
Brown Advisory
Maryland
$24.1M +$48K +716 +0.2%
BP
163
BCK Partners
New York
$24M +$219K +3,256 +0.9%
PCFFS
164
Pacific Center for Financial Services
California
$23.8M +$20.2M +300,788 +445%
RRA
165
Round Rock Advisors
Connecticut
$23.8M +$2.07M +30,836 +9%
AFA
166
American Financial Advisors
Georgia
$23.5M -$521K -7,768 -2%
FWI
167
Facet Wealth Inc
Maryland
$23.4M +$23.5M +350,508 +3,756%
SCM
168
SOL Capital Management
Maryland
$23.4M +$560K +8,340 +2%
WIC
169
Woodmont Investment Counsel
Tennessee
$23.3M +$380K +5,664 +2%
CTB
170
Country Trust Bank
Illinois
$23.3M -$1.34M -19,960 -5%
PFA
171
Pure Financial Advisors
California
$23.2M -$1.15M -17,108 -5%
OIA
172
OneDigital Investment Advisors
Kansas
$23M -$1.55M -23,132 -6%
GT
173
Glenview Trust
Kentucky
$22.8M +$210K +3,128 +0.9%
FSC
174
Full Sail Capital
Oklahoma
$22.8M +$405K +6,036 +2%
WTC
175
WhitTier Trust Company
Nevada
$22.7M -$46.7K -696 -0.2%

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.