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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
D.E. Shaw & Co
1201
D.E. Shaw & Co
New York
$958K +$899K +13,700 New
SFC
1202
Swisher Financial Concepts
Ohio
$958K -$372K -5,672 -29%
MAS
1203
MPWM Advisory Solutions
Georgia
$957K +$55.9K +852 +7%
BIG
1204
Brookwood Investment Group
Arizona
$955K -$39.6K -604 -4%
AL
1205
Aspiriant LLC
California
$954K -$150K -2,284 -14%
BWM
1206
Blossom Wealth Management
California
$952K +$37.8K +576 +4%
Lazard Asset Management
1207
Lazard Asset Management
New York
$951K
MPCG
1208
Matrix Private Capital Group
New York
$948K
VAF
1209
Values Added Financial
District of Columbia
$945K +$109K +1,656 +14%
PPWM
1210
Paragon Private Wealth Management
Kentucky
$945K +$214K +3,256 +32%
CCWM
1211
Cassaday & Co Wealth Management
Virginia
$945K +$10.2K +156 +1%
PB
1212
Pinnacle Bancorp
Nebraska
$941K +$192K +2,920 +28%
PCA
1213
Pallas Capital Advisors
Massachusetts
$939K -$65.9K -1,004 -7%
SMWM
1214
Silvia McColl Wealth Management
California
$935K
NP
1215
NorthRock Partners
Minnesota
$930K +$102K +1,552 +13%
NAM
1216
NTV Asset Management
West Virginia
$923K +$11K +168 +1%
TSMHT
1217
Thurston Springer Miller Herd & Titak
Indiana
$923K +$35.4K +540 +4%
KLI
1218
Kelman-Lazarov Inc
Tennessee
$921K
CFO
1219
Collective Family Office
Pennsylvania
$920K -$22.1K -336 -2%
MWM
1220
Mascoma Wealth Management
New Hampshire
$919K -$2.1K -32 -0.2%
TF
1221
TME Financial
California
$913K +$66.2K +1,008 +8%
TWM
1222
Trueblood Wealth Management
Ohio
$913K +$149K +2,272 +21%
SHFA
1223
SC&H Financial Advisors
Maryland
$911K -$6.83K -104 -0.8%
CCP
1224
Carmel Capital Partners
California
$910K +$854K +13,016 New
SEM
1225
Strategic Equity Management
Arizona
$910K -$7.62M -116,148 -90%

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.