We are live on ! Find out more
VO icon

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
LFA
1851
Legacy Financial Advisors
Kentucky
$225K +$234K +3,488 New
CAG
1852
Csenge Advisory Group
Florida
$225K -$81.1K -1,208 -25%
BCM
1853
Basso Capital Management
Connecticut
$224K
VBCG
1854
Valley Brook Capital Group
Pennsylvania
$224K -$1.07K -16 -0.5%
PWP
1855
Prasad Wealth Partners
Ohio
$223K +$537 +8 +0.2%
RFA
1856
Register Financial Advisors
Georgia
$223K +$48.9K +728 +27%
EA
1857
Everpar Advisors
Oklahoma
$222K
GF
1858
Gries Financial
Ohio
$222K
PFA
1859
Plotkin Financial Advisors
Maryland
$222K
DP
1860
Divergent Planning
Maryland
$221K -$8.59K -128 -4%
MPM
1861
Meritage Portfolio Management
Kansas
$221K +$805 +12 +0.4%
DWM
1862
Denver Wealth Management
Colorado
$220K +$1.07K +16 +0.5%
SL
1863
Sentry LLC
Tennessee
$220K
LSA
1864
Lansing Street Advisors
Pennsylvania
$219K -$3.22K -48 -1%
OFS
1865
Orrstown Financial Services
Pennsylvania
$219K -$91.3K -1,360 -29%
EFP
1866
Envision Financial Planning
Tennessee
$218K +$268 +4 +0.1%
WGCA
1867
Wolf Group Capital Advisors
Virginia
$217K +$225K +3,356 New
PPW
1868
Pasadena Private Wealth
California
$217K +$225K +3,352 New
VWM
1869
Vermillion Wealth Management
Minnesota
$217K -$537 -8 -0.2%
PAMG
1870
Patton Albertson Miller Group
Tennessee
$216K
Bank of Nova Scotia
1871
Bank of Nova Scotia
Ontario, Canada
$216K -$20.1K -300 -8%
TF
1872
Trek Financial
Arizona
$215K -$5.37K -80 -2%
DWG
1873
Darden Wealth Group
Michigan
$214K
TIAAOA
1874
Teachers Insurance & Annuity Association of America
New York
$214K
CNFG
1875
Creegan & Nassoura Financial Group
New Hampshire
$213K

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.