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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
AWM
2051
AllSquare Wealth Management
New York
$28.4K
AIA
2052
Armor Investment Advisors
North Carolina
$27.2K
HT
2053
Headlands Technologies
Illinois
$26.9K +$27.9K +416 New
VCM
2054
Versant Capital Management
Arizona
$24.3K
RCM
2055
Raleigh Capital Management
North Carolina
$23.4K -$13.7K -204 -36%
NRC
2056
New Republic Capital
North Carolina
$23K
TH
2057
TCTC Holdings
Texas
$22.8K
SFA
2058
Semmax Financial Advisors
North Carolina
$22.3K +$22.3K +332 +4,150%
OP
2059
ORG Partners
Indiana
$22.2K -$11K -164 -33%
SHF
2060
Safe Harbor Fiduciary
Florida
$21.2K +$22K +328 New
VNIM
2061
Vaughan Nelson Investment Management
Texas
$21K
APW
2062
Aventura Private Wealth
Florida
$20.4K
CFO
2063
Colony Family Offices
North Carolina
$20.4K
T
2064
Tidemark
California
$18.1K -$8.59K -128 -31%
RP
2065
Rice Partnership
Hawaii
$18.1K +$18.8K +280 New
SWIM
2066
Smallwood Wealth Investment Management
New Jersey
$17.3K +$18K +268 New
HHGA
2067
Halbert Hargrove Global Advisors
California
$17.2K
HWM
2068
HighMark Wealth Management
Minnesota
$16.8K
SIC
2069
SJS Investment Consulting
Ohio
$16.3K
PA
2070
PSI Advisors
Florida
$16.3K -$8.05K -120 -32%
MBFW
2071
Morton Brown Family Wealth
Pennsylvania
$16.3K
SCA
2072
Stuart Chaussee & Associates
California
$16.2K
BI
2073
Binnacle Investments
Iowa
$15.8K +$16.4K +244 New
KTC
2074
Kentucky Trust Company
Kentucky
$15.5K
VanEck Associates
2075
VanEck Associates
New York
$15K

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.