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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
BCG
1151
Breakwater Capital Group
New Jersey
$1.05M +$113K +1,720 +13%
DF
1152
Dunhill Financial
United Kingdom
$1.05M +$33.1K +504 +3%
KCIC
1153
Kuhn & Co Investment Counsel
Illinois
$1.05M
EAM
1154
Evanson Asset Management
California
$1.05M +$47.5K +724 +5%
GGS
1155
Galvin Gaustad & Stein
Arizona
$1.05M +$490K +7,460 +99%
O3W
1156
Omni 360 Wealth
New Jersey
$1.04M -$4.73K -72 -0.5%
WAM
1157
Wernau Asset Management
Massachusetts
$1.04M -$63.3K -964 -6%
AL
1158
ACAS LLC
California
$1.04M -$74K -1,128 -7%
MWA
1159
Midland Wealth Advisors
Illinois
$1.04M -$655K -9,972 -40%
SWP
1160
Summit Wealth Partners
Florida
$1.04M -$21K -320 -2%
LF
1161
LifePlan Financial
Minnesota
$1.03M -$11K -168 -1%
TCM
1162
TABR Capital Management
California
$1.03M +$41.2K +628 +4%
ACM
1163
Ardent Capital Management
Ohio
$1.03M
WCM
1164
WealthBridge Capital Management
Ohio
$1.03M -$2.63K -40 -0.3%
JCM
1165
Jacobi Capital Management
Pennsylvania
$1.03M +$121K +1,840 +14%
SF
1166
Seek First
California
$1.03M +$12.9K +196 +1%
GWM
1167
Greenhouse Wealth Management
Connecticut
$1.03M -$71.4K -1,088 -7%
EFA
1168
Evernest Financial Advisors
Indiana
$1.02M +$3.94K +60 +0.4%
SIS
1169
Sound Income Strategies
Florida
$1.02M -$62.5K -952 -6%
TA
1170
TFG Advisers
Michigan
$1.02M -$1.57K -24 -0.2%
HGA
1171
Hobbs Group Advisors
South Carolina
$1.02M -$17.1K -260 -2%
SWGC
1172
Summit Wealth Group (Colorado)
Colorado
$1.02M +$953K +14,516 New
MAWA
1173
Moss Adams Wealth Advisors
Washington
$1.02M +$953K +14,512 New
KSB
1174
Kennebec Savings Bank
Maine
$1.02M -$8.93K -136 -0.9%
MG
1175
MilWealth Group
Wisconsin
$1.02M -$15.8K -240 -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.