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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
IAMOG
1751
Investors Asset Management of Georgia
Georgia
$274K +$35.4K +528 +14%
PPW
1752
Parcion Private Wealth
Washington
$274K +$284K +4,236 New
KA
1753
Klingman & Associates
New York
$274K -$55K -820 -16%
MWA
1754
MFA Wealth Advisors
Pennsylvania
$273K +$33K +492 +13%
SIAG
1755
Safeguard Investment Advisory Group
California
$273K +$61.2K +912 +28%
CFGA
1756
Cambridge Financial Group (Arizona)
Arizona
$272K -$557K -8,300 -66%
EW
1757
Element Wealth
Mississippi
$271K +$268 +4 +0.1%
IAS
1758
Insigneo Advisory Services
Florida
$271K +$281K +4,188 New
SPW
1759
Sonoma Private Wealth
California
$270K -$403K -6,008 -59%
CCWM
1760
Correct Capital Wealth Management
Missouri
$269K
NWM
1761
Nova Wealth Management
Florida
$269K +$279K +4,164 New
FS
1762
Financial Symmetry
North Carolina
$268K +$278K +4,144 New
EFG
1763
Embree Financial Group
Illinois
$268K +$5.37K +80 +2%
AWP
1764
Axis Wealth Partners
Rhode Island
$266K -$10.5K -156 -4%
B
1765
Bensler
Washington
$265K +$17.4K +260 +7%
TI
1766
tru Independence
Oregon
$264K
C
1767
Covestor
United Kingdom
$264K -$19.1K -284 -6%
KCM
1768
Kanawha Capital Management
Virginia
$263K -$20.7K -308 -7%
MAM
1769
Madison Asset Management
Wisconsin
$263K +$273K +4,068 New
EWM
1770
Echo Wealth Management
Minnesota
$263K -$1.88K -28 -0.7%
CA
1771
Crumly & Associates
Illinois
$263K +$5.37K +80 +2%
TC
1772
Trilogy Capital
California
$263K +$273K +4,064 New
RMAM
1773
Raab & Moskowitz Asset Management
New Jersey
$262K
APW
1774
Acima Private Wealth
Virginia
$260K
TWM
1775
Tradition Wealth Management
Minnesota
$260K +$37.3K +556 +16%

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.