We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

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: 233 → 239 (+6)

0.17% more ownership

Funds ownership: 259.04% → 259.21% (+0.17%)

1% less funds holding

Funds holding: 2,137 → 2,125 (-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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$421M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$245M
3
WANY
Wealthspire Advisors (New York)
New York
+$151M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$123M
2
AT
American Trust
Kentucky
-$57.8M
3
SILC
Starr Indemnity & Liability Company
New York
-$37M
4
QC
Quadrature Capital
United Kingdom
-$30.8M
5
CVSC
C.V. Starr & Co
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
2101
Edmond de Rothschild Holding
Switzerland
$5.17K – – –
MCM
2102
MV Capital Management
Maryland
$4.66K – – –
DCBT
2103
Dakota Community Bank & Trust
North Dakota
$4.66K -$18.8K -280 -80%
WA
2104
WPG Advisers
Maryland
$4.66K – – –
AWM
2105
Absher Wealth Management
North Carolina
$4.4K – – –
ACM
2106
Anfield Capital Management
California
$4.4K – – –
LWA
2107
Lowe Wealth Advisors
Maryland
$3.88K – – –
MWM
2108
MGB Wealth Management
Texas
$3.88K +$805 +12 +25%
IRAG
2109
Investment Research & Advisory Group
Georgia
$3.62K – – –
AI
2110
Arvest Investments
Arkansas
$3.1K – – –
AIA
2111
Arcadia Investment Advisors
Idaho
$2.85K – – –
PMIM
2112
Prudent Man Investment Management
Colorado
$2.64K – – –
IRC
2113
Investors Research Corp
Georgia
$2.59K – – –
WCAMG
2114
Woodard & Company Asset Management Group
North Carolina
$2.59K – – –
VCM
2115
Viewpoint Capital Management
Washington
$2.33K – – –
AP
2116
Aspect Partners
Virginia
$2.07K +$2.15K +32 New
CTA
2117
Colonial Trust Advisors
South Carolina
$1.81K – – –
LRWM
2118
Lord & Richards Wealth Management
Colorado
$1.81K +$1.88K +28 New
CMA
2119
Cedar Mountain Advisors
Oregon
$1.55K – – –
LWMI
2120
Legacy Wealth Management (Idaho)
Idaho
$1.29K – – –
NA
2121
Nordwand Advisors
Pennsylvania
$1.29K – – –
RF
2122
Robbins Farley
New Hampshire
$1.03K – – –
MHIP
2123
Mountain Hill Investment Partners
New Jersey
$1.03K – – –
WGS
2124
Washington Growth Strategies
District of Columbia
$618 +$69.5K +1,036 New
EAM
2125
Eukles Asset Management
Ohio
$518 – – –
83 84
85
86 87

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.