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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
Citadel Advisors
1951
Citadel Advisors
Florida
$126K -$715K -10,652 -85%
IWM
1952
IMG Wealth Management
Florida
$126K -$21.2K -316 -14%
DF
1953
DecisionPoint Financial
Arizona
$124K
RFS
1954
Richardson Financial Services
Massachusetts
$123K -$4.29K -64 -3%
SS
1955
SBI Securities
Japan
$123K -$2.68K -40 -2%
EPW
1956
Evergreen Private Wealth
Colorado
$123K +$45.9K +684 +56%
ZBNA
1957
Zions Bancorporation, National Association
Utah
$122K +$126K +1,884 New
FC
1958
Family CFO
California
$121K
PPC
1959
Park Place Capital
Alabama
$121K +$126K +1,872 New
TF
1960
Tompkins Financial
New York
$120K +$5.37K +80 +5%
Q1WB
1961
Quest 10 Wealth Builders
Virginia
$119K +$17.4K +260 +16%
CTWM
1962
Cherry Tree Wealth Management
Minnesota
$118K
FWM
1963
FSA Wealth Management
Massachusetts
$118K +$123K +1,828 +1,758%
GWS
1964
Greykasell Wealth Strategies
California
$116K +$121K +1,800 New
NG
1965
NWK Group
California
$116K
NRWA
1966
North Ridge Wealth Advisors
Oregon
$114K +$117K +1,744 +10,900%
FRA
1967
Front Row Advisors
California
$113K
QC
1968
Quent Capital
New York
$112K -$47.2K -704 -29%
TAM
1969
Tucker Asset Management
Colorado
$112K -$8.86K -132 -7%
BIA
1970
Bell Investment Advisors
California
$111K
GFPC
1971
Global Financial Private Client
Florida
$109K -$268 -4 -0.2%
BC
1972
Broadwater Capital
Massachusetts
$107K
VBA
1973
von Borstel & Associates
Oregon
$106K +$110K +1,640 New
HCM
1974
Hollencrest Capital Management
California
$105K -$34.9K -520 -24%
MA
1975
MCF Advisors
Kentucky
$104K +$5.1K +76 +5%

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.