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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
CA
1801
Calton & Associates
Florida
$249K +$259K +3,852 New
MWM
1802
Maridea Wealth Management
New York
$249K -$22.3K -332 -8%
NPF
1803
Norris Perne & French
Michigan
$249K
TAM
1804
Tocqueville Asset Management
New York
$249K -$947K -14,116 -79%
SFC
1805
Strategic Financial Concepts
Texas
$249K -$56.6K -844 -18%
APA
1806
Astoria Portfolio Advisors
New York
$248K -$189K -2,812 -41%
EP
1807
Edgestream Partners
New Jersey
$247K +$257K +3,824 New
LWCFA
1808
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K
TBC
1809
Ted Buchan & Co
California
$247K +$24.4K +364 +11%
RW
1810
Regimen Wealth
Georgia
$247K +$19.1K +284 +8%
TAM
1811
Townsend Asset Management
North Carolina
$246K -$61.2K -912 -19%
NC
1812
North Capital
Utah
$246K +$255K +3,800 New
BCA
1813
Ballentine Capital Advisors
South Carolina
$246K
CWM
1814
CCG Wealth Management
California
$246K +$255K +3,800 New
TL
1815
Tradewinds LLC
North Carolina
$244K
NPAN
1816
Northeast Planning Associates NH
New Hampshire
$244K -$1.61K -24 -0.6%
ASW
1817
Astoria Strategic Wealth
Texas
$243K +$8.32K +124 +3%
MCM
1818
Mendel Capital Management
Arkansas
$241K
BIG
1819
Brooklyn Investment Group
New York
$241K +$116K +1,728 +86%
MAM
1820
McLean Asset Management
Virginia
$240K +$35.2K +524 +14%
GSB
1821
Greenfield Savings Bank
Massachusetts
$239K
MFS
1822
Miller Financial Services
Michigan
$239K -$26.8K -400 -10%
PWG
1823
Portside Wealth Group
Utah
$239K -$24.7K -368 -9%
OWA
1824
One Wealth Advisors
California
$239K
MFG
1825
Midwest Financial Group
Kansas
$238K +$4.56K +68 +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.