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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
LSWP
1126
Liberty Square Wealth Partners
Pennsylvania
$1.14M
DFA
1127
Delta Financial Advisors
Louisiana
$1.14M -$10.5K -160 -1%
TFP
1128
Traction Financial Partners
Wyoming
$1.13M +$256K +3,900 +32%
EWS
1129
Eagle Wealth Strategies
New Jersey
$1.13M +$425K +6,476 +67%
DWG
1130
Darden Wealth Group
Michigan
$1.13M +$840K +12,800 +386%
PTP
1131
Platform Technology Partners
New York
$1.13M +$21.5K +328 +2%
AA
1132
Aire Advisors
California
$1.13M
BMCM
1133
Bryn Mawr Capital Management
Pennsylvania
$1.12M -$234K -3,572 -18%
LFS
1134
Lutz Financial Services
Nebraska
$1.12M
SJGA
1135
Stephen J. Garry & Associates
New York
$1.12M
DACG
1136
Donor Advised Charitable Giving
California
$1.12M
EFP
1137
Envision Financial Planning
Tennessee
$1.11M +$824K +12,556 +372%
WA
1138
Wealth Architects
California
$1.11M -$119K -1,808 -10%
HHWM
1139
Hiley Hunt Wealth Management
Nebraska
$1.11M +$3.68K +56 +0.4%
LKWM
1140
Lee-Kelleher Wealth Management
Maryland
$1.11M
BFA
1141
Bluestem Financial Advisors
Illinois
$1.1M -$84.8K -1,292 -8%
FB
1142
Fulton Bank
Pennsylvania
$1.09M +$198K +3,012 +24%
SQA
1143
Simon Quick Advisors
New Jersey
$1.09M -$49.4K -752 -5%
GAB
1144
German American Bancorp
Indiana
$1.09M -$7.88K -120 -0.8%
LFA
1145
Longview Financial Advisors
Alabama
$1.08M -$21K -320 -2%
BBPWM
1146
Blue Bell Private Wealth Management
Pennsylvania
$1.08M
FAG
1147
Fortitude Advisory Group
Washington
$1.07M -$38.9K -592 -4%
TSWM
1148
Triangle Securities Wealth Management
North Carolina
$1.07M -$3.94K -60 -0.4%
FF
1149
Farnam Financial
Arizona
$1.06M -$119K -1,820 -11%
MMCM
1150
Murphy & Mullick Capital Management
New York
$1.06M -$1.57K -24 -0.2%

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.