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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
DIP
176
DT Investment Partners
Pennsylvania
$22.6M -$4.73M -70,496 -17%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$16.2M +241,000 +224%
NAS
178
Nicolet Advisory Services
Wisconsin
$22.5M -$211K -3,144 -0.8%
CCM
179
Condor Capital Management
New Jersey
$22.2M -$1.83M -27,280 -7%
WFM
180
Wolff Financial Management
Michigan
$21.8M +$53.7K +800 +0.2%
WCWM
181
Wooster Corthell Wealth Management
Connecticut
$21.5M +$153K +2,280 +0.7%
ME
182
McIlrath & Eck
Washington
$21.4M +$954K +14,212 +4%
MFIM
183
Mesirow Financial Investment Management
Illinois
$21.1M +$119K +1,768 +0.5%
SB
184
Simmons Bank
Arkansas
$21.1M -$170K -2,532 -0.8%
TFA
185
Transamerica Financial Advisors
Florida
$21M +$1.2M +17,856 +6%
OHWA
186
Oak Hill Wealth Advisors
Virginia
$20.9M -$103K -1,540 -0.5%
FFS
187
Founders Financial Securities
Maryland
$20.7M +$263K +3,924 +1%
SF
188
Summit Financial
New Jersey
$20.6M +$4.57M +68,112 +27%
SWP
189
Sagespring Wealth Partners
Tennessee
$20.3M -$9.15M -136,388 -30%
SRC
190
Shufro Rose & Co
New York
$20.3M +$3.04M +45,344 +17%
MWM
191
Marietta Wealth Management
Georgia
$20.2M +$544K +8,112 +3%
HI
192
Horizon Investments
North Carolina
$20.1M -$222K -3,308 -1%
RFS
193
Retirement Financial Solutions
Tennessee
$20M +$992K +14,788 +5%
PIN
194
Prudent Investors Network
California
$19.9M -$652K -9,720 -3%
CB
195
Cadence Bank
Mississippi
$19.7M +$948K +14,120 +5%
MWM
196
Modera Wealth Management
New Jersey
$19.5M +$61.7K +920 +0.3%
MMPW
197
Mitchell McLeod Pugh & Williams
Alabama
$19.4M +$1.7M +25,324 +9%
GM
198
GeoWealth Management
Illinois
$19.3M -$4.73M -70,556 -19%
BF
199
BOK Financial
Oklahoma
$19.3M -$1.11M -16,556 -5%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.3M +$1.8M +26,788 +10%

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.