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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
LC
1101
Luminist Capital
Michigan
$1.2M +$167K +2,544 +18%
NG
1102
Novem Group
New York
$1.2M +$94K +1,432 +9%
SC
1103
Schoolcraft Capital
Colorado
$1.19M -$26K -396 -2%
MWPCG
1104
Measured Wealth Private Client Group
New Hampshire
$1.19M -$39.6K -604 -3%
CWG
1105
Cornerstone Wealth Group
North Carolina
$1.19M -$21.8K -332 -2%
GC
1106
Grimes & Company
Massachusetts
$1.19M -$48.8K -744 -4%
EWA
1107
EverSource Wealth Advisors
Alabama
$1.18M -$14.2K -216 -1%
BTI
1108
Blue Trust Inc
Georgia
$1.18M +$316K +4,812 +40%
PMFA
1109
Plante Moran Financial Advisors
Michigan
$1.18M +$293K +4,460 +36%
ADL
1110
Asset Dedication LLC
California
$1.18M -$50.4K -768 -4%
KAS
1111
KPP Advisory Services
Kentucky
$1.18M -$91.6K -1,396 -8%
HIA
1112
Harbor Investment Advisory
Maryland
$1.17M -$61.7K -940 -5%
CPRC
1113
Consolidated Portfolio Review Corp
New York
$1.17M +$3.15K +48 +0.3%
SWA
1114
Strategies Wealth Advisors
Michigan
$1.17M -$154K -2,352 -12%
CD
1115
Chapin Davis
Maryland
$1.17M +$34.7K +528 +3%
GLA
1116
Good Life Advisors
Pennsylvania
$1.16M +$204K +3,104 +23%
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$1.16M
KWA
1118
Kellett Wealth Advisors
Ohio
$1.16M -$28.1K -428 -3%
CWM
1119
Centricity Wealth Management
Ohio
$1.16M
TFM
1120
TFC Financial Management
Massachusetts
$1.16M -$2.1K -32 -0.2%
CWA
1121
CJM Wealth Advisers
Virginia
$1.16M -$2.36K -36 -0.2%
MF
1122
Midwestern Financial
Iowa
$1.15M +$1.08M +16,396 New
IA
1123
IFG Advisory
Georgia
$1.15M -$33.6K -512 -3%
KOC
1124
Koss-Olinger Consulting
Florida
$1.14M -$126K -1,912 -10%
CIBC World Market
1125
CIBC World Market
Ontario, Canada
$1.14M -$31.2K -476 -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.