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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
HC
1926
Hurley Capital
New York
$165K +$152K +2,260 +785%
PGAM
1927
Princeton Global Asset Management
New Jersey
$163K
CFS
1928
Compass Financial Services
Iowa
$162K +$805 +12 +0.5%
DI
1929
DAGCO Inc
Ohio
$158K +$164K +2,444 New
RIA
1930
Realta Investment Advisors
Delaware
$157K +$4.03K +60 +3%
RLIM
1931
Red Lighthouse Investment Management
New York
$156K +$2.95K +44 +2%
GBA
1932
Garrison Bradford & Associates
New York
$155K +$161K +2,400 New
MIM
1933
Marshall Investment Management
Colorado
$154K -$34.4K -512 -18%
SIM
1934
Synergy Investment Management
Florida
$154K -$8.05K -120 -5%
NMG
1935
New Millennium Group
Utah
$150K -$1.61K -24 -1%
CWM
1936
Compass Wealth Management
Connecticut
$149K -$10.7K -160 -7%
CYG
1937
Clean Yield Group
Vermont
$147K -$40.3K -600 -21%
PP
1938
PrairieView Partners
Minnesota
$146K
BIM
1939
Breakwater Investment Management
Washington
$146K
SS
1940
Sunbelt Securities
Texas
$144K -$27.6K -412 -16%
HFS
1941
Hantz Financial Services
Michigan
$142K +$147K +2,196 New
T
1942
Transce3nd
Texas
$141K -$277K -4,124 -65%
SC
1943
Solstein Capital
California
$139K
CPA
1944
Cardiff Park Advisors
California
$135K -$3.76K -56 -3%
GTAM
1945
Global Trust Asset Management
Florida
$135K -$68.5K -1,020 -33%
RFA
1946
Reyes Financial Architecture
California
$133K
EPIMS
1947
Evelyn Partners Investment Management Services
$132K +$137K +2,036 New
IFS
1948
Intelligent Financial Strategies
Minnesota
$131K +$4.29K +64 +3%
MWP
1949
MYCIO Wealth Partners
Pennsylvania
$131K
MLA
1950
MB, Levis & Associates
Pennsylvania
$130K +$805 +12 +0.6%

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.