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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
HA
1301
Herold Advisors
New York
$748K -$2.63K -40 -0.4%
MCCP
1302
Mission Creek Capital Partners
California
$748K -$133K -2,024 -16%
FSG
1303
Financial Strategies Group
Michigan
$747K -$21.8K -332 -3%
AIFAIM
1304
American Institute for Advanced Investment Management
Arizona
$747K
EPIMS
1305
Evelyn Partners Investment Management Services
$744K +$564K +8,592 +422%
IAG
1306
Investment Advisory Group
Massachusetts
$743K +$206K +3,136 +42%
ES
1307
ETF Store
Kansas
$743K -$17.1K -260 -2%
FCBT
1308
First Citizens Bank & Trust
North Carolina
$741K -$168K -2,564 -19%
PI
1309
Pachira Investments
California
$740K +$4.2K +64 +0.6%
MLL
1310
Moody Lynn & Lieberson
Massachusetts
$740K -$61.2K -932 -8%
HWP
1311
Hibernia Wealth Partners
Louisiana
$738K +$353K +5,376 +104%
CCC
1312
Compass Capital Corp
Massachusetts
$738K -$22.8K -348 -3%
HAS
1313
HBW Advisory Services
California
$737K -$66.4K -1,012 -9%
ES
1314
Eagle Strategies
New York
$731K -$18.6K -284 -3%
WW
1315
Westshore Wealth
California
$730K -$26.3K -400 -4%
NWMG
1316
National Wealth Management Group
Ohio
$728K +$296K +4,504 +76%
HGWM
1317
Horst & Graben Wealth Management
Oregon
$728K
AWP
1318
Astra Wealth Partners
New Jersey
$728K +$152K +2,308 +29%
RFP
1319
Root Financial Partners
California
$726K +$57K +868 +9%
RIG
1320
RiverFront Investment Group
Virginia
$726K -$235K -3,576 -26%
DTC
1321
Davidson Trust Company
Washington
$723K +$2.63K +40 +0.4%
WLPWM
1322
Walled Lake Planning & Wealth Management
Illinois
$723K -$127K -1,940 -16%
VFPW
1323
Vantage Financial Partners (Wisconsin)
Wisconsin
$721K -$46.2K -704 -6%
WIC
1324
Willis Investment Counsel
Georgia
$718K
BB
1325
Berkshire Bank
Massachusetts
$718K -$3.94K -60 -0.6%

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.