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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
OC
1076
Optima Capital
Oregon
$1.28M +$204K +3,104 +20%
SEP
1077
Southland Equity Partners
Missouri
$1.28M -$17.6K -268 -1%
OFS
1078
Oldfather Financial Services
Nebraska
$1.28M +$394K +6,004 +49%
First Trust Advisors
1079
First Trust Advisors
Illinois
$1.28M +$137K +2,088 +13%
CWMGP
1080
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.27M -$137K -2,080 -10%
OFP
1081
OLIO Financial Planning
Virginia
$1.25M -$217K -3,308 -16%
TA
1082
TFB Advisors
Kansas
$1.25M +$38.9K +592 +3%
DWS
1083
Dynamic Wealth Strategies
California
$1.25M +$237K +3,612 +25%
HB
1084
Horizon Bancorp
Indiana
$1.25M +$1.17M +17,800 New
SAM
1085
Sherman Asset Management
California
$1.24M -$94.5K -1,440 -7%
FA
1086
Fermata Advisors
California
$1.24M -$620K -9,448 -35%
WWM
1087
Western Wealth Management
Colorado
$1.24M +$14.7K +224 +1%
JAG
1088
Journey Advisory Group
Kentucky
$1.23M -$89K -1,356 -7%
3IP
1089
3Chopt Investment Partners
Virginia
$1.23M
GSWM
1090
Golden State Wealth Management
California
$1.23M -$26.5K -404 -2%
SW
1091
SVB Wealth
Massachusetts
$1.23M +$1.15M +17,520 New
HNW
1092
High Note Wealth
Minnesota
$1.22M -$2.36K -36 -0.2%
FNB
1093
Farmers National Bank
Kentucky
$1.22M +$4.73K +72 +0.4%
ATI
1094
ARK & TLK Investments
Oklahoma
$1.22M +$263 +4 +0%
CGL
1095
Clarius Group LLC
Washington
$1.21M +$183K +2,788 +19%
OFG
1096
Omega Financial Group
California
$1.21M
CJ
1097
Caitlin John
Michigan
$1.21M -$120K -1,828 -10%
MJRIC
1098
Mogy Joel R Investment Counsel
California
$1.2M
NEPWA
1099
New England Private Wealth Advisors
Massachusetts
$1.2M -$70.1K -1,068 -6%
PFSC
1100
Peoples Financial Services Corp
Pennsylvania
$1.2M +$45.4K +692 +4%

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.