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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
TCOTS
201
Trust Company of the South
North Carolina
$18.9M +$363K +5,404 +2%
HC
202
Hillman Company
Pennsylvania
$18.8M +$6.57M +97,832 +51%
MAV
203
Mason & Associates (Virginia)
Virginia
$18.7M -$247K -3,680 -1%
TA
204
Tectonic Advisors
Texas
$18.6M +$421K +6,268 +2%
FI
205
FIDELIS iM
Oregon
$18.3M -$317K -4,720 -2%
SWA
206
Stratos Wealth Advisors
Ohio
$18.2M -$282K -4,208 -1%
MA
207
Montag & Associates
Georgia
$18.2M -$3.18M -47,372 -14%
OC
208
Oppenheimer & Co
New York
$18.2M +$2M +29,752 +12%
ZF
209
Zhang Financial
Michigan
$18.1M +$874K +13,024 +5%
NRI
210
NFP Retirement Inc
California
$17.9M -$321K -4,784 -2%
BWP
211
Burling Wealth Partners
Illinois
$17.8M -$428K -6,372 -2%
GSAM
212
Grant Street Asset Management
Pennsylvania
$17.8M +$12.7M +189,576 +221%
NIM
213
Northeast Investment Management
Massachusetts
$17.8M +$443K +6,604 +2%
SIC
214
Salem Investment Counselors
North Carolina
$17.8M +$11.3K +168 +0.1%
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$107K +1,592 +0.6%
BWS
216
Buck Wealth Strategies
Colorado
$17.7M +$4.38M +65,240 +31%
PWM
217
Praetorian Wealth Management
California
$17.7M +$233K +3,468 +1%
ATC
218
Advantage Trust Company
Kansas
$17.7M +$46.4K +692 +0.3%
TCM
219
Twele Capital Management
Minnesota
$17.4M +$21.5K +320 +0.1%
FHA
220
First Horizon Advisors
Tennessee
$17.2M +$244K +3,636 +1%
GFWA
221
Grey Fox Wealth Advisors
Delaware
$17.2M +$830K +12,364 +5%
OFS
222
OneAscent Financial Services
Alabama
$17.2M +$8.9M +132,672 +100%
VC
223
Veracity Capital
Georgia
$17M +$373K +5,556 +2%
BAM
224
Berkshire Asset Management
Pennsylvania
$17M -$1.16M -17,212 -6%
EWA
225
Exencial Wealth Advisors
Oklahoma
$16.9M -$227K -3,376 -1%

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.