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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
APG
1876
Abacus Planning Group
South Carolina
$213K
UAG
1877
United Advisor Group
Ohio
$213K -$45.4K -676 -17%
SS
1878
Sound Stewardship
Kansas
$212K -$5.64K -84 -3%
FCC
1879
Flower City Capital
New York
$211K
MBTD
1880
Mechanics Bank - Trust Department
California
$211K -$6.71K -100 -3%
RFA
1881
ROI Financial Advisors
Oregon
$211K +$1.88K +28 +0.9%
CCA
1882
Cypress Capital Advisors
Tennessee
$210K
TC
1883
Trust Company
Kansas
$209K -$15.6K -232 -7%
MM
1884
Main Management
California
$209K
EL
1885
Essex LLC
Illinois
$209K -$1.07K -16 -0.5%
RWB
1886
RMR Wealth Builders
New Jersey
$209K -$19.9K -296 -8%
SPC
1887
Spirepoint Private Client
Florida
$208K +$216K +3,216 New
HA
1888
HFG Advisors
Ohio
$208K
BAM
1889
Bosun Asset Management
Illinois
$207K
LFASL
1890
Lugano Financial Advisors SA (LFA)
Switzerland
$207K
IWM
1891
Integris Wealth Management
California
$206K
NCM
1892
Noesis Capital Mangement
Florida
$206K +$214K +3,184 New
CAP
1893
Columbia Advisory Partners
Washington
$205K -$300K -4,472 -59%
SXL
1894
Summit X LLC
Missouri
$205K
WAM
1895
WealthTrust Asset Management
Florida
$205K -$9.39K -140 -4%
SN
1896
Sittner & Nelson
Oregon
$205K +$15.3K +228 +8%
CAM
1897
Creekmur Asset Management
Illinois
$205K +$196K +2,928 +1,241%
IFPG
1898
Intrepid Financial Planning Group
Indiana
$204K -$52.3K -780 -20%
WSFG
1899
Wall Street Financial Group
Illinois
$204K +$212K +3,156 New
ANBT
1900
American National Bank & Trust
Texas
$204K +$4.83K +72 +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.