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Vanguard Morningstar Mid-Cap ETF

2,467 hedge funds and large institutions have $75.5B invested in Vanguard Morningstar Mid-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 1,026 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $6.63M

185% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 67

16% more capital invested

Capital invested by funds: $65.3B → $75.5B (+$10.2B)

10% more repeat investments, than reductions

Existing positions increased: 1,026 | Existing positions reduced: 931

3% more funds holding

Funds holding: 2,3942,467 (+73)

0% more funds holding in top 10

Funds holding in top 10: 264264 (0)

232.47% less ownership

Funds ownership: 304.27%71.8% (-232%)

Holders
2,467
Holders Change
+73
Holders Change %
+3.05%
% of All Funds
29.86%
Holding in Top 10
264
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.19%
New
191
Increased
1,026
Reduced
931
Closed
67
Calls
$23.5M
Puts
$6.63M
Net Calls
+$16.9M
Net Calls Change
+$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
2476
Pathfinder Wealth Consulting
North Carolina
-$2.45M -34,072 Closed
GSEP
2477
Golden State Equity Partners
California
-$2.15M -29,880 Closed
VCM
2478
Vivaldi Capital Management
Illinois
-$2.06M -28,748 Closed
EFG
2479
Ehrlich Financial Group
California
-$1.35M -18,776 Closed
CPRPA
2480
Cerity Partners Retirement Plan Advisors
New York
-$1.34M -18,596 Closed
SLC
2481
Second Line Capital
Louisiana
-$308K -15,928 Closed
LHP
2482
Lexington Hill Partners
Texas
-$999K -13,912 Closed
S
2483
Sachetta
Massachusetts
-$891K -12,412 Closed
KFP
2484
KMG Fiduciary Partners
Ohio
-$824K -11,484 Closed
EAM
2485
Eventide Asset Management
Massachusetts
-$690K -9,612 Closed
MCM
2486
Magnolia Capital Management
New York
-$560K -7,800 Closed
JF
2487
Joule Financial
Kentucky
-$545K -7,592 Closed
TVPW
2488
Third View Private Wealth
Connecticut
-$534K -7,432 Closed
NCG
2489
Newport Capital Group
New Jersey
-$467K -6,500 Closed
WCP
2490
Wick Capital Partners
Pennsylvania
-$425K -5,924 Closed
BOJHT
2491
Bank of Jackson Hole Trust
Wyoming
-$412K -5,732 Closed
PW
2492
Potentia Wealth
California
-$406K -5,660 Closed
WJA
2493
Willis Johnson & Associates
Texas
-$383K -5,340 Closed
CG
2494
Cynosure Group
Utah
-$383K -5,332 Closed
LWP
2495
LeClair Wealth Partners
Ohio
-$367K -5,108 Closed
EPA
2496
Element Pointe Advisors
Florida
-$362K -5,036 Closed
IIM
2497
InTrack Investment Management
Vermont
-$338K -4,704 Closed
CPA
2498
Capital Performance Advisors
California
-$310K -4,320 Closed
GGA
2499
Granite Group Advisors
Connecticut
-$310K -4,264 Closed
EPW
2500
Evolve Private Wealth
California
-$302K -4,208 Closed

VO Hedge Fund Activity: Q2 2026 in Review

2,467 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2026, worth a combined $75.5B — up 16% from $65.3B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new VO positions and 67 closed out — a net gain of 124 holders — while 1,026 added to existing stakes and 931 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $440M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $2.3B.

  • 2,467 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2026, up from 2,394 in Q1 2026.
  • Funds reported $75.5B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2026, up 16% quarter-over-quarter.
  • 191 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2026 and 67 closed out, a net change of +124 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $440M added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2026 was Moneta Group Investment Advisors, an estimated $2.3B sold.

Based on aggregated 13F filings for Q2 2026.