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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
CWM
1226
Chemistry Wealth Management
New York
$905K -$23.9K -364 -3%
EBT
1227
Enterprise Bank & Trust
Massachusetts
$898K +$842K +12,832 New
OA
1228
Oxbow Advisors
Texas
$897K
GFP
1229
Guardian Financial Partners
California
$896K
MWA
1230
Muirfield Wealth Advisors
North Carolina
$896K +$525 +8 +0.1%
GC
1231
Garde Capital
Washington
$895K -$2.36K -36 -0.3%
FFG
1232
Fiduciary Financial Group
California
$894K +$132K +2,008 +19%
AF
1233
Atala Financial
California
$891K -$3.68K -56 -0.4%
DA
1234
Detalus Advisors
Missouri
$890K
ORC
1235
O'Rourke & Company
Massachusetts
$888K -$36K -548 -4%
CFMC
1236
Curbstone Financial Management Corp
New Hampshire
$887K +$399K +6,080 +92%
AWM
1237
Apex Wealth Management
New Hampshire
$885K -$1.54M -23,528 -65%
JWBC
1238
John W. Brooker & Co
California
$880K -$2.95M -44,980 -78%
DL
1239
DOHJ LLC
Washington
$877K -$10.8K -164 -1%
RAS
1240
RPS Advisory Solutions
Kentucky
$876K -$62K -944 -7%
DAS
1241
Diversify Advisory Services
Utah
$870K +$437K +6,660 +121%
QCM
1242
QRG Capital Management
Illinois
$867K +$156K +2,380 +24%
SFG
1243
Sovereign Financial Group
Connecticut
$865K +$15.8K +240 +2%
TIA
1244
Traphagen Investment Advisors
New Jersey
$862K +$77.7K +1,184 +11%
PWA
1245
Peterson Wealth Advisors
Utah
$862K -$1.84K -28 -0.2%
GIA
1246
Guyasuta Investment Advisors
Pennsylvania
$857K +$127K +1,928 +19%
FFA
1247
Florida Financial Advisors
Florida
$857K -$138K -2,096 -15%
CFP
1248
Comprehensive Financial Planning
Pennsylvania
$853K +$9.71K +148 +1%
Deutsche Bank
1249
Deutsche Bank
Germany
$853K
BTWM
1250
Brass Tax Wealth Management
Ohio
$848K +$25.5K +388 +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.