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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
RFN
1726
RDA Financial Network
Iowa
$287K -$234K -3,488 -44%
WFA
1727
WMG Financial Advisors
Tennessee
$287K +$1.07K +16 +0.4%
AFTS
1728
American Financial & Tax Strategies
New York
$286K -$1.61K -24 -0.5%
MCC
1729
Money Concepts Capital
Florida
$286K +$37K +552 +14%
RWA
1730
Redhawk Wealth Advisors
Minnesota
$285K +$1.61K +24 +0.5%
GKWIM
1731
Gerber Kawasaki Wealth & Investment Management
California
$285K +$2.68K +40 +0.9%
FPL
1732
Fortress Private Ledger
North Carolina
$285K +$33K +492 +13%
BL
1733
BFSG LLC
California
$284K +$154K +2,296 +110%
HPM
1734
Hoxton Planning & Management
West Virginia
$284K -$12.1K -180 -4%
WMA
1735
West Michigan Advisors
Michigan
$283K +$537 +8 +0.2%
BC
1736
Barrett & Company
Rhode Island
$283K
YIH
1737
Y-Intercept (HK)
Hong Kong
$282K -$1.68M -25,036 -85%
EIA
1738
Edgemoor Investment Advisors
Maryland
$282K
PCM
1739
Passive Capital Management
Maryland
$282K +$293K +4,360 New
FWMP
1740
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$282K
CA
1741
Carson Advisory
Georgia
$282K +$9.93K +148 +4%
HIA
1742
HTG Investment Advisors
Connecticut
$282K
SM
1743
Sensible Money
Arizona
$281K
STCOSD
1744
Sageworth Trust Company of South Dakota
South Dakota
$279K
SAM
1745
Silvercrest Asset Management
New York
$279K -$438K -6,532 -60%
HA
1746
Helium Advisors
Washington
$279K +$1.07K +16 +0.4%
WFS
1747
Weitzel Financial Services
Iowa
$279K
FCT
1748
First Community Trust
Iowa
$276K -$58.5K -872 -17%
DP
1749
Dearborn Partners
Illinois
$276K +$17.2K +256 +6%
PAM
1750
PCG Asset Management
New Jersey
$276K +$77.8K +1,160 +37%

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.