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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
TFP
1776
Tilia Fiduciary Partners
North Carolina
$260K +$49.7K +740 +23%
RIP
1777
RAM Investment Partners
Washington
$260K -$215K -3,204 -44%
CCA
1778
Clearwater Capital Advisors
Illinois
$260K -$4.83K -72 -2%
CFGSD
1779
Compass Financial Group (South Dakota)
South Dakota
$260K -$8.32K -124 -3%
KCPG
1780
Kavar Capital Partners Group
Kansas
$260K
TWM
1781
Tolleson Wealth Management
Texas
$260K
SAM
1782
Summit Asset Management
Tennessee
$259K
CAL
1783
Capital Advisors Ltd
Ohio
$259K -$24.4K -364 -8%
SC
1784
Searle & Co
Connecticut
$259K
UB
1785
Umpqua Bank
Oregon
$257K +$9.13K +136 +4%
LIM
1786
Lathrop Investment Management
Arkansas
$257K
LWM
1787
Level Wealth Management
North Carolina
$257K
EW
1788
Enzi Wealth
Texas
$256K -$37.6K -560 -12%
CPA
1789
Capital Performance Advisors
California
$256K +$18.5K +276 +8%
MWML
1790
M Wealth Management LLC
California
$256K +$1.07K +16 +0.4%
MPCA
1791
Madison Park Capital Advisors
Washington
$255K +$1.34K +20 +0.5%
TFA
1792
Toth Financial Advisory
Virginia
$254K -$107K -1,600 -29%
MIM
1793
MTM Investment Management
South Carolina
$253K +$40K +596 +18%
SFP
1794
Strategic Financial Planning
Texas
$252K
WIP
1795
WealthCare Investment Partners
Rhode Island
$252K +$48.9K +728 +21%
CAI
1796
Capital Advisors Inc
Oklahoma
$252K -$12.9K -192 -5%
LB
1797
Legacy Bridge
Iowa
$251K +$130K +1,940 +100%
PCMF
1798
Private Capital Management (Florida)
Florida
$251K +$260K +3,876 New
GCA
1799
Greenwood Capital Associates
South Carolina
$250K +$260K +3,868 New
GWA
1800
Gibson Wealth Advisors
Texas
$250K

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.