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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
FTA
1826
Financial & Tax Architects
Missouri
$238K -$616K -9,176 -71%
FNA
1827
First National Advisers
Nebraska
$237K
Barclays
1828
Barclays
United Kingdom
$237K
LF
1829
Lee Financial
Texas
$237K -$30.6K -456 -11%
ABTD
1830
Arvest Bank Trust Division
Oklahoma
$237K -$853K -12,704 -78%
TWP
1831
Tyche Wealth Partners
Texas
$236K -$37.6K -560 -13%
TWM
1832
Thrive Wealth Management
Pennsylvania
$236K +$1.61K +24 +0.7%
ECA
1833
Elevation Capital Advisory
Oregon
$236K +$245K +3,652 New
PWA
1834
Prairie Wealth Advisors
Nebraska
$236K +$805 +12 +0.3%
WCM
1835
Wallace Capital Management
Texas
$236K +$245K +3,644 New
RFMS
1836
RWQ Financial Management Services
Florida
$234K +$243K +3,620 New
GA
1837
GSG Advisors
New Jersey
$234K +$254K +3,792 New
EB
1838
Eastern Bank
Massachusetts
$232K
TH
1839
Team Hewins
California
$232K
NFA
1840
Northwest Financial Advisors
Virginia
$232K +$805 +12 +0.3%
CG
1841
Corundum Group
Colorado
$230K
FLII
1842
First Long Island Investors
New York
$230K
FAN
1843
Financial Advisors Network
California
$228K +$236K +3,524 New
HNWA
1844
Henrickson Nauta Wealth Advisors
Michigan
$228K
CPA
1845
Cathy Pareto & Associates
Florida
$227K +$1.07K +16 +0.5%
HIS
1846
Horizon Investment Services
Indiana
$227K +$10.7K +160 +5%
FHC
1847
First Heartland Consultants
Missouri
$227K +$236K +3,512 New
OPCM
1848
Osborne Partners Capital Management
California
$227K -$1.34K -20 -0.6%
TBNY
1849
Trustco Bank (New York)
New York
$226K -$21.7K -324 -8%
GA
1850
Greenspring Advisors
Maryland
$226K

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.