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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
IF
2176
Intrua Financial
Texas
-$229K -3,472 Closed
CMP
2177
Courage Miller Partners
Virginia
-$229K -3,464 Closed
TCM
2178
Telos Capital Management
California
-$226K -3,424 Closed
PA
2179
Probity Advisors
Texas
-$225K -3,412 Closed
EL
2180
EWA LLC
Pennsylvania
-$220K -3,340 Closed
NC
2181
Napatree Capital
Rhode Island
-$221K -3,340 Closed
WA
2182
Wealthstar Advisors
Texas
-$216K -3,276 Closed
SWP
2183
ShoreHaven Wealth Partners
New Jersey
-$213K -3,228 Closed
SRA
2184
Secured Retirement Advisors
Minnesota
-$212K -3,204 Closed
FA
2185
Fedenia Advisers
Wisconsin
-$211K -3,200 Closed
LWL
2186
Leo Wealth LLC
Texas
-$205K -3,104 Closed
TAM
2187
Trillium Asset Management
Massachusetts
-$204K -3,096 Closed
CWM
2188
C2C Wealth Management
Arizona
-$204K -3,088 Closed
GWA
2189
Gutierrez Wealth Advisory
Arkansas
-$203K -3,080 Closed
MCM
2190
Mattern Capital Management
Colorado
-$203K -3,080 Closed
IA
2191
Insight Advisors
Pennsylvania
-$202K -3,064 Closed
SPWM
2192
Schrum Private Wealth Management
Florida
-$202K -3,060 Closed
TA
2193
TKG Advisors
Indiana
-$211K -3,040 Closed
CCMG
2194
Clark Capital Management Group
Pennsylvania
-$200K -3,036 Closed
NF
2195
NavPoint Financial
Minnesota
-$200K -3,036 Closed
VAG
2196
VisionPoint Advisory Group
Texas
-$196K -2,968 Closed
OC
2197
Oarsman Capital
Wisconsin
-$185K -2,796 Closed
WG
2198
Watchman Group
Texas
-$176K -2,668 Closed
CAS
2199
Coppell Advisory Solutions
Texas
-$155K -2,344 Closed
HI
2200
Human Investing
Oregon
-$146K -2,216 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.