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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
RPCA
2026
Running Point Capital Advisors
California
$46K
SIS
2027
Strategic Investment Solutions
Illinois
$45K
AWM
2028
Angeles Wealth Management
California
$42.2K
HBW
2029
Hazlett, Burt & Watson
West Virginia
$42K -$11K -164 -20%
APW
2030
Atlantic Private Wealth
North Carolina
$40.1K +$41.6K +620 New
CPG
2031
Cornerstone Planning Group
New Jersey
$39.3K +$7.79K +116 +22%
PBK
2032
Peoples Bank (Kansas)
Kansas
$38.8K
SRCM
2033
Signature Resources Capital Management
California
$38K +$18K +268 +84%
OAJ
2034
Ogorek Anthony Joseph
New York
$38K -$16.1K -240 -29%
MEG
2035
Millstone Evans Group
Colorado
$37.6K -$5.91K -88 -13%
OCM
2036
Orion Capital Management
California
$37K
BCM
2037
Blume Capital Management
California
$35.9K
AC
2038
Arjuna Capital
North Carolina
$35.7K +$37K +552 New
AT
2039
Avalon Trust
New Mexico
$34.4K -$71.7K -1,068 -67%
FPF
2040
First Pacific Financial
Washington
$34.1K +$35.4K +528 New
HWM
2041
Hemington Wealth Management
Virginia
$34K
POIA
2042
Pin Oak Investment Advisors
Texas
$34K
MSG
2043
Main Street Group
Virginia
$33.8K -$8.05K -120 -19%
ETS
2044
ESL Trust Services
New York
$33.6K
PFA
2045
Pillar Financial Advisors
Kentucky
$32.8K -$29.5K -440 -46%
PA
2046
Pineridge Advisors
Missouri
$32K +$4.03K +60 +14%
DPW
2047
DiNuzzo Private Wealth
Pennsylvania
$31K
CMP
2048
Coston McIsaac & Partners
Maine
$31K -$6.44K -96 -17%
CB
2049
CNB Bank
Pennsylvania
$30.5K
RMC
2050
Resources Management Corp
Connecticut
$30K

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.