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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
MFG
1901
Mission Financial Group
Nevada
$204K +$190K +2,836 New
ODIJL
1902
One Day In July LLC
Vermont
$203K -$9.39K -140 -4%
MC
1903
Middleton & Co
Massachusetts
$203K -$6.71K -100 -3%
DFA
1904
DHJJ Financial Advisors
Illinois
$203K +$3.76K +56 +2%
PFG
1905
Prospect Financial Group
Virginia
$202K
BCMLT
1906
Beacon Capital Management LLC (Tennessee)
Tennessee
$202K -$77.3K -1,152 -27%
HSWM
1907
Hubbell Strickland Wealth Management
Louisiana
$202K +$209K +3,120 New
CL
1908
CLG LLC
California
$201K +$208K +3,104 New
WFA
1909
Websterrogers Financial Advisors
South Carolina
$201K -$15K -224 -7%
SFCL
1910
Strengthening Families & Communities LLC
Massachusetts
$199K -$5.37K -80 -2%
TIM
1911
Tortoise Investment Management
New York
$196K
HWA
1912
HHM Wealth Advisors
Tennessee
$195K
BLC
1913
Brown, Lisle/Cummings
Rhode Island
$194K
CJH
1914
Christopher J. Hasenberg
Wisconsin
$193K +$188K +2,808 +1,671%
GGI
1915
Godsey & Gibb Inc
Virginia
$188K
FAM
1916
Flaharty Asset Management
Florida
$187K +$194K +2,892 New
KFI
1917
Key Financial Inc
Pennsylvania
$186K +$24.7K +368 +15%
RF
1918
Rossby Financial
Florida
$186K +$197K +2,936 New
FM
1919
Family Management
New York
$182K -$8.05K -120 -4%
RIL
1920
Rothschild Investment LLC
Illinois
$181K
RCM
1921
Richardson Capital Management
Wisconsin
$180K -$13.4K -200 -7%
CMBA
1922
C.M. Bidwell & Associates
Hawaii
$175K -$25.8K -384 -12%
RA
1923
Rise Advisors
New York
$171K +$805 +12 +0.5%
MFA
1924
Morling Financial Advisors
California
$168K -$2.68K -40 -2%
1L
1925
10Elms LLP
Oklahoma
$166K

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.