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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
BA
2126
Bellwether Advisors
Nebraska
$517
VDBMI
2127
Van Den Berg Management I
Texas
$517 +$537 +8 New
AT
2128
American Trust
Kentucky
-$57.8M -875,876 Closed
SILC
2129
Starr Indemnity & Liability Company
New York
-$37M -560,640 Closed
QC
2130
Quadrature Capital
United Kingdom
-$30.8M -466,800 Closed
CVSC
2131
C.V. Starr & Co
New York
-$23.1M -349,860 Closed
CFGS
2132
Concourse Financial Group Securities
Alabama
-$22.8M -329,344 Closed
MECA
2133
Miller Equity Capital Advisors
Texas
-$9.49M -143,740 Closed
AIP
2134
Almanack Investment Partners
Pennsylvania
-$8.52M -129,104 Closed
PAS
2135
Park Avenue Securities
New York
-$7.01M -106,120 Closed
ACP
2136
Aveo Capital Partners
Colorado
-$6.95M -105,212 Closed
WP
2137
WMS Partners
Maryland
-$6.88M -104,220 Closed
JSC
2138
Jackson Square Capital
California
-$5.58M -84,476 Closed
SW
2139
SVB Wealth
Massachusetts
-$4.79M -72,528 Closed
Jane Street
2140
Jane Street
New York
-$3.24M -48,256 Closed
BOM
2141
Bank of Marin
California
-$3.06M -46,380 Closed
WWM
2142
WT Wealth Management
Arizona
-$1.28M -19,376 Closed
MWA
2143
MN Wealth Advisors
Kansas
-$1.09M -16,472 Closed
ACM
2144
Avalon Capital Management
California
-$957K -14,492 Closed
JFGLC
2145
Johnson Financial Group LLC (Colorado)
Colorado
-$939K -14,220 Closed
Vontobel Holding
2146
Vontobel Holding
Switzerland
-$928K -14,060 Closed
BWG
2147
Berry Wealth Group
Texas
-$897K -13,588 Closed
GIA
2148
Goodwin Investment Advisory
Georgia
-$835K -12,652 Closed
WAG
2149
Windsor Advisory Group
Ohio
-$810K -12,272 Closed
DFCM
2150
Dark Forest Capital Management
Puerto Rico
-$770K -11,668 Closed

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.