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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
RSVP
1051
Ramsay Stattman Vela & Price
Colorado
$1.39M
AFG
1052
Allegheny Financial Group
Pennsylvania
$1.39M +$162K +2,464 +14%
VAMG
1053
Voisard Asset Management Group
Michigan
$1.39M
TFCP
1054
Twin Focus Capital Partners
Massachusetts
$1.39M -$69.6K -1,060 -5%
GI
1055
GAMMA Investing
California
$1.38M +$41.2K +628 +3%
PGA
1056
Portland Global Advisors
Maine
$1.38M +$2.63K +40 +0.2%
CFO
1057
Callan Family Office
Pennsylvania
$1.38M -$43.3K -660 -3%
FIA
1058
Foundations Investment Advisors
Arizona
$1.38M +$400K +6,092 +45%
PG
1059
Proffitt & Goodson
Tennessee
$1.37M -$4.2K -64 -0.3%
AR
1060
Advisory Research
Illinois
$1.37M +$56.2K +856 +5%
NCFG
1061
New Century Financial Group
New Jersey
$1.37M -$868K -13,224 -40%
FA
1062
FF Advisors
California
$1.36M
WAG
1063
Winthrop Advisory Group
Massachusetts
$1.35M +$1.27M +19,292 New
FNBT
1064
FineMark National Bank & Trust
Florida
$1.34M +$23.4K +356 +2%
GC
1065
Gilbert & Cook
Iowa
$1.34M -$12.3K -188 -1%
ECM
1066
EagleClaw Capital Management
Massachusetts
$1.33M
NB
1067
NBT Bank
New York
$1.32M -$200K -3,040 -14%
MWM
1068
Mission Wealth Management
California
$1.31M +$271K +4,128 +28%
CT
1069
Coastline Trust
Rhode Island
$1.31M +$165K +2,520 +16%
MFG
1070
Mosaic Financial Group
Illinois
$1.3M
TPWA
1071
Twin Peaks Wealth Advisors
California
$1.3M +$263K +4,012 +28%
HPC
1072
HM Payson & Co
Maine
$1.3M
TA
1073
Tactive Advisors
Florida
$1.3M +$1.22M +18,536 New
SCA
1074
Stillwater Capital Advisors
Pennsylvania
$1.29M +$3.15K +48 +0.3%
TW
1075
Trajan Wealth
Arizona
$1.29M -$40.4K -616 -3%

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.