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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
ACM
1276
Advance Capital Management
Michigan
$787K +$16K +244 +2%
SA
1277
Strategic Advisors
New York
$785K -$4.2K -64 -0.6%
WIM
1278
Warwick Investment Management
Texas
$784K +$7.09K +108 +1%
WA
1279
WBH Advisory
Maryland
$781K -$54.4K -828 -7%
AA
1280
Advisory Alpha
Michigan
$779K -$40.2K -612 -5%
WEG
1281
World Equity Group
Illinois
$778K +$182K +2,780 +33%
FW
1282
Fairway Wealth
Ohio
$778K +$329K +5,016 +82%
PWG
1283
Private Wealth Group
Florida
$777K
MAA
1284
Matrix Asset Advisors
New York
$773K +$335K +5,108 +86%
TC
1285
TFR Capital
Texas
$771K +$27K +412 +4%
CPWM
1286
Cypress Point Wealth Management
Texas
$770K
GP
1287
Greenline Partners
New York
$770K +$546K +8,320 +310%
OFI
1288
Outbound Financial Inc
Colorado
$769K +$721K +10,988 New
TNA
1289
True North Advisors
Texas
$769K
WCWM
1290
Willow Creek Wealth Management
California
$764K +$220K +3,348 +44%
DAS
1291
DMKC Advisory Services
Iowa
$763K +$707K +10,772 New
TCOT
1292
Trust Company of Toledo
Ohio
$762K +$715K +10,888 New
OAS
1293
Optivise Advisory Services
Tennessee
$761K +$15.8K +240 +2%
WG
1294
Welch Group
Alabama
$760K +$53K +808 +8%
PAG
1295
Powers Advisory Group
Illinois
$760K +$139K +2,112 +24%
TT
1296
TI-Trust
Illinois
$759K -$3.94K -60 -0.5%
LRPA
1297
L. Roy Papp & Associates
Arizona
$759K +$44.9K +684 +7%
GFP
1298
Gryphon Financial Partners
Ohio
$758K -$6.04K -92 -0.8%
ICP
1299
Impact Capital Partners
Colorado
$757K +$192K +2,928 +37%
RWRC
1300
R.W. Roge & Company
New York
$751K -$6.56K -100 -0.9%

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.