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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
GWSA
2076
Global Wealth Strategies & Associates
Colorado
$14.7K -$7.25K -108 -32%
PSFG
2077
Park Square Financial Group
Georgia
$14K
DCM
2078
Davis Capital Management
Florida
$13.7K
OSNBOA
2079
Old Second National Bank of Aurora
Illinois
$13.4K +$14K +208 New
WA
2080
Whipplewood Advisors
Colorado
$13.4K +$796K +11,860 New
WAM
2081
WFA Asset Management
Wisconsin
$13.1K -$268 -4 -2%
CWM
2082
Crowley Wealth Management
Delaware
$12.9K
FGAM
2083
Financial Gravity Asset Management
Texas
$12.7K +$13.2K +196 New
IAS
2084
IMA Advisory Services
Colorado
$12.7K +$13.2K +196 New
EWA
2085
EQ Wealth Advisors
Texas
$12.2K +$12.6K +188 New
TIM
2086
Thompson Investment Management
Wisconsin
$11.6K
FDW
2087
Fourth Dimension Wealth
Ohio
$11.4K
PPWM
2088
PFG Private Wealth Management
Florida
$10.9K
PWMG
2089
Private Wealth Management Group
New Jersey
$10.3K
RAM
2090
Riggs Asset Management
Pennsylvania
$10.3K
OWP
2091
ORG Wealth Partners
Texas
$9.11K +$9.39K +140 New
RWS
2092
Retirement Wealth Solutions
Wisconsin
$7.22K -$2.68K -40 -26%
CFS
2093
CGC Financial Services
Oregon
$6.47K
ECM
2094
Eisler Capital Management
United Kingdom
$6.21K +$6.44K +96 New
VWM
2095
Valley Wealth Managers
New Jersey
$6.21K
WWM
2096
Wolff Wiese Magana
California
$5.95K
GPFA
2097
Game Plan Financial Advisors
Ohio
$5.86K
CVM
2098
Cheviot Value Management
California
$5.21K +$5.37K +80 New
VWA
2099
Valued Wealth Advisors
Utah
$5.17K +$5.37K +80 New
BTC
2100
Bank & Trust Company
Illinois
$5.17K

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.