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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
Wells Fargo
1
Wells Fargo
California
$6.2B +$421M +6,266,936 +7%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.72B +$245M +3,650,056 +5%
Bank of America
3
Bank of America
North Carolina
$4.3B +$18M +268,700 +0.4%
Creative Planning
4
Creative Planning
Kansas
$2.12B +$33.6M +501,324 +2%
Morgan Stanley
5
Morgan Stanley
New York
$2.08B +$96M +1,430,716 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.62B +$123M +1,834,704 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$1.6B +$33.4M +497,808 +2%
UBS Group
8
UBS Group
Switzerland
$1.45B +$16.5M +245,512 +1%
Ameriprise
9
Ameriprise
Minnesota
$876M -$1.37M -20,396 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$823M +$108M +1,613,304 +15%
LPL Financial
11
LPL Financial
California
$768M -$17.4M -259,148 -2%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$628M +$66.3M +987,776 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$608M -$6.36M -94,788 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$595M -$2.04M -30,380 -0.3%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$434M -$14.2M -211,916 -3%
Mariner
16
Mariner
Kansas
$401M +$40.1M +597,948 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$398M -$196K -2,924 -0%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$365M +$86.4M +1,287,112 +25%
AF
19
Allworth Financial
California
$355M +$7.86M +117,164 +2%
JFG
20
JMG Financial Group
Illinois
$348M +$11.2M +166,872 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$318M -$11M -163,728 -3%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$313M
WANY
23
Wealthspire Advisors (New York)
New York
$289M +$151M +2,247,488 +101%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$272M +$103M +1,539,552 +58%
HighTower Advisors
25
HighTower Advisors
Illinois
$227M +$51.1M +760,884 +28%

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.