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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
VWWMG
2001
Vermillion & White Wealth Management Group
Pennsylvania
$62.6K
WAS
2002
Winch Advisory Services
Wisconsin
$62.4K +$5.1K +76 +9%
SCM
2003
Sterling Capital Management
North Carolina
$62.1K -$5.91K -88 -8%
M
2004
MOTCO
Texas
$62.1K
SC
2005
Sawyer & Company
Massachusetts
$61K +$268 +4 +0.4%
HFS
2006
Hughes Financial Services
Virginia
$60.2K +$62.3K +928 New
FC
2007
Fairscale Capital
New Hampshire
$60K
FP
2008
Financial Perspectives
Minnesota
$59.8K -$35.7K -532 -37%
PCM
2009
Perritt Capital Management
Illinois
$59.7K +$268 +4 +0.4%
AWM
2010
Atticus Wealth Management
Florida
$59.6K -$7.25K -108 -11%
BWM
2011
Bernard Wealth Management
Michigan
$58.2K
AEPWM
2012
Atlantic Edge Private Wealth Management
Florida
$57.4K
BCPWM
2013
Bradley & Co Private Wealth Management
Florida
$56.9K
HI
2014
Hoey Investments
Pennsylvania
$56K +$268 +4 +0.5%
FCG
2015
Financial Connections Group
California
$53K
OL
2016
one8zero8 LLC
North Carolina
$52.2K +$54.2K +808 New
DWA
2017
Dougherty Wealth Advisers
Minnesota
$51.7K
USB
2018
Union Savings Bank
Connecticut
$50.7K
FNWA
2019
Financial Network Wealth Advisors
Utah
$50.4K +$50.2K +748 +2,338%
IIL
2020
Insight Inv LLC
California
$49.4K
AIC
2021
Archer Investment Corporation
Indiana
$49.2K -$268 -4 -0.5%
HDIM
2022
Hanson & Doremus Investment Management
Vermont
$49K
LI
2023
LRI Investments
Florida
$48.4K +$537 +8 +1%
RWA
2024
Redmont Wealth Advisors
Illinois
$48.4K +$50.2K +748 New
PP
2025
PFS Partners
New Jersey
$48K +$268 +4 +0.5%

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.