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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
JWM
2151
JPL Wealth Management
Colorado
-$485K -7,348 Closed
TI
2152
Tidal Investments
Wisconsin
-$479K -7,248 Closed
NCM
2153
Next Capital Management
New York
-$466K -7,052 Closed
HIGP
2154
Hill Investment Group Partners
Missouri
-$464K -7,028 Closed
SWIG
2155
Strategic Wealth Investment Group
Kentucky
-$422K -6,384 Closed
RWA
2156
Roberts Wealth Advisors
California
-$417K -6,188 Closed
GG
2157
Greenwood Gearhart
Arkansas
-$397K -6,012 Closed
AC
2158
Avestar Capital
New York
-$374K -5,668 Closed
TGAM
2159
TBH Global Asset Management
Tennessee
-$364K -5,508 Closed
CCG
2160
Catalina Capital Group
California
-$335K -5,076 Closed
IWA
2161
Icon Wealth Advisors
Texas
-$331K -5,012 Closed
CG
2162
CFO4Life Group
Texas
-$325K -4,916 Closed
NAM
2163
NorthCrest Asset Manangement
Minnesota
-$318K -4,816 Closed
GT
2164
Greenleaf Trust
Michigan
-$306K -4,628 Closed
SL
2165
SWMG LLC
Texas
-$284K -4,108 Closed
PIWA
2166
Prevail Innovative Wealth Advisors
Kansas
-$269K -4,072 Closed
MGW
2167
MB Generational Wealth
Washington
-$268K -4,060 Closed
PPW
2168
Presilium Private Wealth
Pennsylvania
-$268K -4,056 Closed
CF
2169
Clarity Financial
Texas
-$261K -3,948 Closed
FWTB
2170
First Western Trust Bank
Colorado
-$255K -3,864 Closed
BIM
2171
Baldwin Investment Management
Pennsylvania
-$255K -3,860 Closed
JCM
2172
Janney Capital Management
Pennsylvania
-$255K -3,860 Closed
ONSWM
2173
Old North State Wealth Management
North Carolina
-$239K -3,616 Closed
I
2174
INVST
Indiana
-$233K -3,524 Closed
LIWM
2175
Long Island Wealth Management
New York
-$230K -3,492 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.