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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
CT
1501
Clearstead Trust
Maine
$500K +$146K +2,228 +45%
EWA
1502
Evolution Wealth Advisors
Florida
$498K +$467K +7,120 New
NFP
1503
NorthLanding Financial Partners
New York
$497K -$1.05K -16 -0.2%
SBF
1504
Sara-Bay Financial
Florida
$497K -$33.1K -504 -7%
GFG
1505
Grantvest Financial Group
New Jersey
$496K -$4.73K -72 -1%
SRWM
1506
Shira Ridge Wealth Management
California
$496K -$5.25K -80 -1%
HA
1507
Huntleigh Advisors
Missouri
$495K -$3.15K -48 -0.7%
LKBC
1508
L.K. Benson & Company
Maryland
$493K -$21.3K -324 -4%
MWP
1509
Meridian Wealth Partners
Pennsylvania
$492K +$1.31K +20 +0.3%
SWP
1510
SIMA Wealth Partners
Virginia
$491K -$57K -868 -11%
CCT
1511
Capital City Trust
Florida
$490K
ITIM
1512
Indiana Trust & Investment Management
Indiana
$489K
GWM
1513
GDS Wealth Management
Texas
$488K -$119K -1,808 -21%
FPGK
1514
Financial Partners Group (Kansas)
Kansas
$488K -$8.66K -132 -2%
STB
1515
S&T Bank
Pennsylvania
$486K -$7.61K -116 -2%
TCM
1516
Tradewinds Capital Management
Washington
$485K +$1.84K +28 +0.4%
BCM
1517
Becker Capital Management
Oregon
$482K -$9.19K -140 -2%
TCMP
1518
Thrive Capital Management (Pennsylvania)
Pennsylvania
$480K +$451K +6,868 New
GIA
1519
GHP Investment Advisors
Colorado
$480K -$23.1K -352 -5%
HSA
1520
HBK Sorce Advisory
Pennsylvania
$479K -$1.05K -16 -0.2%
AWP
1521
Accretive Wealth Partners
New Jersey
$479K -$102K -1,560 -19%
TWC
1522
TD Waterhouse Canada
Ontario, Canada
$478K -$41K -624 -8%
GP
1523
Geneva Partners
Wisconsin
$476K -$239K -3,640 -35%
HPBT
1524
Hickory Point Bank & Trust
Illinois
$476K -$94K -1,432 -17%
SWRP
1525
Summit Wealth & Retirement Planning
California
$475K

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.