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Vanguard Morningstar Mid-Cap ETF

2,169 hedge funds and large institutions have $56B invested in Vanguard Morningstar Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 846 increasing their positions, 793 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $6.32M

101% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 78

18% more capital invested

Capital invested by funds: $47.5B → $56B (+$8.45B)

11.56% more ownership

Funds ownership: 259.21%270.77% (+12%)

2% more funds holding in top 10

Funds holding in top 10: 239244 (+5)

2% more funds holding

Funds holding: 2,1252,169 (+44)

7% more repeat investments, than reductions

Existing positions increased: 846 | Existing positions reduced: 793

Holders
2,169
Holders Change
+44
Holders Change %
+2.07%
% of All Funds
28.55%
Holding in Top 10
244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.09%
% of All Funds
3.21%
New
157
Increased
846
Reduced
793
Closed
78
Calls
$19.8M
Puts
$6.32M
Net Calls
+$13.5M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1026
Biltmore Family Office
North Carolina
$1.48M -$52.5K -800 -4%
ACM
1027
Alpha Capital Management
Texas
$1.48M -$27.3K -416 -2%
EWA
1028
Etesian Wealth Advisors
Oregon
$1.48M -$15.8K -240 -1%
SAI
1029
Savvy Advisors Inc
New York
$1.47M +$129K +1,964 +10%
HWMO
1030
Heritage Wealth Management (Ohio)
Ohio
$1.45M -$54.4K -828 -4%
FWP
1031
Forefront Wealth Partners
Texas
$1.45M -$16K -244 -1%
FNT
1032
First National Trust
Pennsylvania
$1.45M +$552K +8,404 +69%
CFIA
1033
Cantor Fitzgerald Investment Advisors
New York
$1.44M -$17.1K -260 -1%
ACA
1034
Atlas Capital Advisors
Wyoming
$1.44M -$327K -4,980 -20%
CCG
1035
Cypress Capital Group
Florida
$1.44M
ACI
1036
Alpha Cubed Investments
California
$1.43M -$86.1K -1,312 -6%
FDCP
1037
Foster Dykema Cabot & Partners
Massachusetts
$1.42M
BFG
1038
Beacon Financial Group
Texas
$1.42M +$12.9K +196 +1%
EFG
1039
Everhart Financial Group
Ohio
$1.42M -$12.1K -184 -0.9%
Neuberger Berman Group
1040
Neuberger Berman Group
New York
$1.42M -$572K -8,720 -30%
ALA
1041
Atlas Legacy Advisors
California
$1.42M +$242K +3,688 +22%
MCCA
1042
Mill Creek Capital Advisors
Pennsylvania
$1.42M
ONB
1043
Old National Bancorp
Indiana
$1.41M +$129K +1,968 +11%
FCIM
1044
Fairview Capital Investment Management
California
$1.41M +$19.7K +300 +2%
CFS
1045
Coordinated Financial Services
Colorado
$1.41M
TA
1046
TrueWealth Advisors
Alabama
$1.41M -$31.2K -476 -2%
TMWM
1047
Taylor & Morgan Wealth Management
Michigan
$1.41M -$16.8K -256 -1%
BCG
1048
Bravias Capital Group
New Jersey
$1.4M +$208K +3,164 +19%
YWM
1049
Yukon Wealth Management
Kansas
$1.4M -$627K -9,548 -32%
BRIA
1050
Balanced Rock Investment Advisors
Massachusetts
$1.4M +$1.31M +19,992 New

VO Hedge Fund Activity: Q2 2025 in Review

2,169 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2025, worth a combined $56B — up 18% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VO positions and 78 closed out — a net gain of 79 holders — while 846 added to existing stakes and 793 trimmed.

The largest buyer was US Bancorp, adding an estimated $1.07B. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $226M sold.

  • 2,169 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2025, up from 2,125 in Q1 2025.
  • Funds reported $56B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 157 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2025 and 78 closed out, a net change of +79 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2025 was US Bancorp, an estimated $1.07B added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2025 was Financial Counselors Inc, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.