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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
KWS
1176
Keystone Wealth Services
California
$1.01M +$94.5K +1,440 +11%
PC
1177
Pecaut & Co
Iowa
$1.01M +$199K +3,024 +27%
SSW
1178
Stone Summit Wealth
Florida
$1.01M +$944K +14,384 New
SIAS
1179
Summit Investment Advisory Services
Minnesota
$1.01M -$525 -8 -0.1%
RTC
1180
Riverview Trust Company
Washington
$1.01M
RWM
1181
Revisor Wealth Management
Ohio
$1M -$137K -2,088 -13%
MAM
1182
Marotta Asset Management
Virginia
$996K -$10.8K -164 -1%
IIM
1183
InTrack Investment Management
Vermont
$994K -$1.07M -16,296 -53%
KL
1184
KWMG LLC
Kansas
$985K -$38.3K -584 -4%
MAS
1185
Madden Advisory Services
Florida
$985K -$4.46K -68 -0.5%
HW
1186
Hancock Whitney
Mississippi
$981K
CAM
1187
Covenant Asset Management
New Jersey
$980K +$7.61K +116 +0.8%
RC
1188
Randolph Company
Ohio
$979K -$247K -3,768 -21%
AFA
1189
Antonelli Financial Advisors
Michigan
$979K -$1.92M -29,184 -68%
MCM
1190
Mitchell Capital Management
Kansas
$974K
RT
1191
Rockland Trust
Massachusetts
$974K -$182K -2,768 -17%
BHWM
1192
Beaird Harris Wealth Management
Texas
$974K
MPW
1193
Melone Private Wealth
Michigan
$972K -$12.9K -196 -1%
IAIM
1194
International Assets Investment Management
Florida
$971K -$27.3K -416 -3%
PGF
1195
Plan Group Financial
Oklahoma
$970K +$1.31K +20 +0.1%
SW
1196
StrongBox Wealth
Missouri
$968K -$29.4K -448 -3%
BWM
1197
BankPlus Wealth Management
Mississippi
$966K +$209K +3,188 +30%
BFS
1198
BridgePort Financial Solutions
Iowa
$966K +$59.9K +912 +7%
CFG
1199
Clayton Financial Group
Missouri
$965K -$4.54M -69,192 -83%
FSA
1200
Fort Sheridan Advisors
Illinois
$959K -$157K -2,388 -15%

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.