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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
TP
1251
Tranquility Partners
Tennessee
$848K +$25.2K +384 +3%
KP
1252
Keel Point
Alabama
$846K
KG
1253
Kieckhefer Group
Wisconsin
$845K
OC
1254
Oakworth Capital
Alabama
$841K
ALC
1255
Alexander Labrunerie & Co
Missouri
$834K -$26.3K -400 -3%
FBFS
1256
First Business Financial Services
Wisconsin
$831K
SB
1257
Strategic Blueprint
Georgia
$827K -$103K -1,572 -12%
AWC
1258
Adamsbrown Wealth Consultants
Kansas
$827K +$55.1K +840 +8%
BWA
1259
Bestgate Wealth Advisors
Maryland
$827K
MIG
1260
McGuire Investment Group
Rhode Island
$825K +$31.8K +484 +4%
GEA
1261
Glen Eagle Advisors
New Jersey
$821K +$228K +3,476 +42%
CIA
1262
Capital Investment Advisors
Georgia
$821K -$7.88K -120 -1%
MWC
1263
MBM Wealth Consultants
Missouri
$820K -$17.9K -272 -2%
MC
1264
Moors & Cabot
Massachusetts
$818K -$77.2K -1,176 -9%
PRP
1265
Peak Retirement Planning
Ohio
$817K -$2.56M -38,964 -77%
JFGIW
1266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K +$12.3K +188 +2%
SCG
1267
Sonata Capital Group
Washington
$813K
AA
1268
Aufman Associates
Pennsylvania
$807K +$3.41K +52 +0.5%
GCA
1269
Gallagher Capital Advisors
Texas
$805K -$31K -472 -4%
ETC
1270
Exchange Traded Concepts
Oklahoma
$805K +$756K +11,512 New
ACM
1271
AlphaStar Capital Management
North Carolina
$804K +$755K +11,500 New
BBW
1272
Blue Barn Wealth
Utah
$798K -$9.45K -144 -1%
PPC
1273
Pennington Partners & Co
Maryland
$798K -$34.9K -532 -4%
FWP
1274
FAS Wealth Partners
Kansas
$790K
LPT
1275
Legacy Private Trust
Wisconsin
$789K +$20.2K +308 +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.