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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
C
1326
Certuity
Florida
$718K +$788 +12 +0.1%
KHCM
1327
Kirtland Hills Capital Management
Ohio
$717K -$14.2K -216 -2%
EAM
1328
Empirical Asset Management
Massachusetts
$717K +$263 +4 +0%
GD
1329
Grandfield & Dodd
New York
$716K
LW
1330
Libra Wealth
California
$716K
JCM
1331
J2 Capital Management
Michigan
$715K +$9.71K +148 +1%
FFA
1332
Founders Financial Alliance
North Carolina
$714K -$44.9K -684 -6%
S
1333
SignatureFD
Georgia
$712K +$264K +4,016 +65%
EBA
1334
Eagle Bay Advisors
New York
$712K +$23.4K +356 +4%
KFSN
1335
Keystone Financial Services (Nebraska)
Nebraska
$712K -$46.7K -712 -7%
HCMG
1336
Howard Capital Management Group
California
$711K +$22.8K +348 +4%
TNB
1337
Thomasville National Bank
Georgia
$710K -$41.5K -632 -6%
ONST
1338
Old North State Trust
North Carolina
$710K
PSCM
1339
Per Stirling Capital Management
Texas
$706K -$70.9K -1,080 -10%
PIM
1340
Penobscot Investment Management
Massachusetts
$702K
BC
1341
Bakala Capital
South Carolina
$701K -$20.2K -308 -3%
Kayne Anderson Rudnick Investment Management
1342
Kayne Anderson Rudnick Investment Management
California
$699K -$48K -732 -7%
BFIM
1343
Beese Fulmer Investment Management
Ohio
$699K +$656K +9,992 New
TTIC
1344
Tower Trust & Investment Company
Iowa
$697K +$15K +228 +2%
BWP
1345
BSW Wealth Partners
Colorado
$696K -$30.7K -468 -4%
EWM
1346
Elevatus Welath Management
New York
$694K +$156K +2,384 +32%
APP
1347
Avantax Planning Partners
Iowa
$693K +$263 +4 +0%
GDP
1348
Great Diamond Partners
Maine
$692K +$649K +9,892 New
IBOK
1349
Independence Bank of Kentucky
Kentucky
$691K -$165K -2,520 -20%
AF
1350
Alerus Financial
North Dakota
$691K -$10.8K -164 -2%

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.