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Vanguard Morningstar Mid-Cap ETF

2,471 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, 1,030 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)

11% more repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 931

3% more funds holding

Funds holding: 2,3942,471 (+77)

0% more funds holding in top 10

Funds holding in top 10: 264265 (+1)

232.45% less ownership

Funds ownership: 304.27%71.82% (-232%)

Holders
2,471
Holders Change
+77
Holders Change %
+3.22%
% of All Funds
29.86%
Holding in Top 10
265
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.38%
% of All Funds
3.2%
New
191
Increased
1,030
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
IIM
2501
InTrack Investment Management
Vermont
-$338K -4,704 Closed
CPA
2502
Capital Performance Advisors
California
-$310K -4,320 Closed
GGA
2503
Granite Group Advisors
Connecticut
-$310K -4,264 Closed
EPW
2504
Evolve Private Wealth
California
-$302K -4,208 Closed
EFG
2505
Embree Financial Group
Illinois
-$287K -3,992 Closed
STB
2506
S&T Bank
Pennsylvania
-$283K -3,948 Closed
OCM
2507
Orleans Capital Management
Louisiana
-$258K -3,600 Closed
BCM
2508
Basso Capital Management
Connecticut
-$249K -3,468 Closed
SAW
2509
Signal Advisors Wealth
Michigan
-$244K -3,400 Closed
IAS
2510
Insigneo Advisory Services
Florida
-$243K -3,392 Closed
NCM
2511
Noesis Capital Mangement
Florida
-$238K -3,320 Closed
WWM
2512
Waterway Wealth Management
Texas
-$234K -3,264 Closed
LAM
2513
L2 Asset Management
Massachusetts
-$230K -3,200 Closed
SW
2514
Solidarity Wealth
Utah
-$230K -3,200 Closed
CPCM
2515
Cardinal Point Capital Management
Ontario, Canada
-$228K -3,176 Closed
SPWM
2516
Schrum Private Wealth Management
Florida
-$223K -3,100 Closed
SC
2517
Shearwater Capital
Colorado
-$222K -3,096 Closed
TFM
2518
Trademark Financial Management
Minnesota
-$204K -2,840 Closed
RA
2519
Riversedge Advisors
Delaware
-$201K -2,796 Closed
GF
2520
GGM Financials
Ohio
-$190K -2,648 Closed
DI
2521
DAGCO Inc
Ohio
-$169K -2,356 Closed
SA
2522
Scarborough Advisors
Maryland
-$142K -1,972 Closed
WSFG
2523
Wall Street Financial Group
Illinois
-$93.6K -1,304 Closed
AP
2524
Advisortrust Partners
North Carolina
-$74.4K -1,036 Closed
GWSA
2525
Global Wealth Strategies & Associates
Colorado
-$62.4K -868 Closed

VO Hedge Fund Activity: Q2 2026 in Review

2,471 of the 8,274 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 1,030 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.

  • 2,471 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.