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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
EFG
2501
Embree Financial Group
Illinois
-$287K -3,992 Closed
STB
2502
S&T Bank
Pennsylvania
-$283K -3,948 Closed
OCM
2503
Orleans Capital Management
Louisiana
-$258K -3,600 Closed
BCM
2504
Basso Capital Management
Connecticut
-$249K -3,468 Closed
SAW
2505
Signal Advisors Wealth
Michigan
-$244K -3,400 Closed
IAS
2506
Insigneo Advisory Services
Florida
-$243K -3,392 Closed
NCM
2507
Noesis Capital Mangement
Florida
-$238K -3,320 Closed
WWM
2508
Waterway Wealth Management
Texas
-$234K -3,264 Closed
LAM
2509
L2 Asset Management
Massachusetts
-$230K -3,200 Closed
SW
2510
Solidarity Wealth
Utah
-$230K -3,200 Closed
CPCM
2511
Cardinal Point Capital Management
Ontario, Canada
-$228K -3,176 Closed
SPWM
2512
Schrum Private Wealth Management
Florida
-$223K -3,100 Closed
SC
2513
Shearwater Capital
Colorado
-$222K -3,096 Closed
TFM
2514
Trademark Financial Management
Minnesota
-$204K -2,840 Closed
RA
2515
Riversedge Advisors
Delaware
-$201K -2,796 Closed
GF
2516
GGM Financials
Ohio
-$190K -2,648 Closed
DI
2517
DAGCO Inc
Ohio
-$169K -2,356 Closed
SA
2518
Scarborough Advisors
Maryland
-$142K -1,972 Closed
WSFG
2519
Wall Street Financial Group
Illinois
-$93.6K -1,304 Closed
AP
2520
Advisortrust Partners
North Carolina
-$74.4K -1,036 Closed
GWSA
2521
Global Wealth Strategies & Associates
Colorado
-$62.4K -868 Closed
CAM
2522
Clarity Asset Management
Iowa
-$46.5K -648 Closed
CA
2523
Cache Advisors
California
-$45.9K -640 Closed
LWMI
2524
Legacy Wealth Management (Idaho)
Idaho
-$45.9K -640 Closed
RMC
2525
Resources Management Corp
Connecticut
-$27K -376 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.