We are live on ! Find out more
VO icon

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
DP
2201
Denver PWM
Colorado
-$110K -1,660 Closed
DRP
2202
Decker Retirement Planning
Utah
-$101K -1,528 Closed
VHAM
2203
Van Hulzen Asset Management
California
-$59.4K -900 Closed
NL
2204
NVWM LLC
Pennsylvania
-$51K -772 Closed
PFA
2205
Pathway Financial Advisers
Indiana
-$47.2K -716 Closed
NC
2206
NewSquare Capital
Pennsylvania
-$44.9K -680 Closed
WWA
2207
Wingate Wealth Advisors
Massachusetts
-$37.8K -572 Closed
AIP
2208
Alexis Investment Partners
Texas
-$34.3K -520 Closed
MCM
2209
Mainstream Capital Management
California
-$32.8K -496 Closed
GWP
2210
Gen-Wealth Partners
Michigan
-$31.2K -472 Closed
WWMSC
2211
Wagner Wealth Management (South Carolina)
South Carolina
-$25.6K -388 Closed
FWM
2212
FLP Wealth Management
Arkansas
-$23K -348 Closed
CP
2213
Castleview Partners
Texas
-$21.4K -324 Closed
PFT
2214
Providence First Trust
Arizona
-$19.8K -300 Closed
FFA
2215
Fairfield Financial Advisors
Massachusetts
-$19.5K -296 Closed
KWM
2216
Kiker Wealth Management
Georgia
-$19.5K -296 Closed
SAM
2217
Synergy Asset Management
Washington
-$18.2K -276 Closed
SWC
2218
Spectrum Wealth Counsel
Indiana
-$12.9K -196 Closed
PWS
2219
Peterson Wealth Services
Utah
-$11.6K -176 Closed
TWD
2220
True Wealth Design
Ohio
-$6.6K -100 Closed
AIP
2221
Ameritas Investment Partners
Nebraska
-$5.02K -76 Closed
CPL
2222
Capital & Planning LLC
Georgia
-$3.17K -48 Closed
CWP
2223
Clark Wealth Partners
Illinois
-$1.85K -28 Closed
GA
2224
GoalVest Advisory
New York
-$1.85K -28 Closed
IWP
2225
IAG Wealth Partners
Wisconsin
-$1.58K -24 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.