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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
BCM
1976
Birch Capital Management
Texas
$101K -$36.8K -548 -26%
PWM
1977
Provident Wealth Management
Tennessee
$96.7K
PP
1978
Pacifica Partners
Canada
$96.2K +$268 +4 +0.3%
LWANC
1979
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.1K
NRG
1980
Nemes Rush Group
Michigan
$88.7K +$1.88K +28 +2%
PWM
1981
Proathlete Wealth Management
Florida
$88.4K +$91.8K +1,368 New
CFO
1982
CVA Family Office
Colorado
$87.6K +$268 +4 +0.3%
AT
1983
Arlington Trust
Alabama
$87.4K +$62.5K +932 +222%
MCA
1984
Maryland Capital Advisors
Maryland
$81.7K
CB
1985
Centennial Bank
Arkansas
$81.5K
AWM
1986
Abound Wealth Management
Tennessee
$80.7K -$22.5K -336 -21%
FCMT
1987
Founders Capital Management (Texas)
Texas
$78.4K
CWP
1988
Concord Wealth Partners
Virginia
$78K +$537 +8 +0.7%
SC
1989
Swan Capital
Florida
$78K +$6.98K +104 +9%
LCOV
1990
London Company of Virginia
Virginia
$76.3K -$115K -1,720 -59%
WPA
1991
Wealth Preservation Advisors
Tennessee
$75.5K +$78.4K +1,168 New
PC
1992
Promus Capital
Illinois
$73.4K
KFP
1993
Keener Financial Planning
Texas
$73K
RDFA
1994
Ritter Daniher Financial Advisory
Ohio
$72.9K -$16.9K -252 -18%
BTD
1995
BankPlus Trust Department
Mississippi
$71.1K
GWSG
1996
GPS Wealth Strategies Group
Colorado
$69.4K +$268 +4 +0.4%
KA
1997
Kozak & Associates
Colorado
$68.3K +$3.49K +52 +5%
MFC
1998
Morris Financial Concepts
South Carolina
$65.4K
AAG
1999
Armstrong Advisory Group
Massachusetts
$65K
SA
2000
SRH Advisors
Kansas
$63.4K

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.