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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
BAM
251
Berkshire Asset Management
Pennsylvania
$20.7M +$63.6K +820 +0.3%
RFA
252
RTD Financial Advisors
Pennsylvania
$20.7M -$253K -3,266 -1%
IB
253
Intrust Bank
Kansas
$20.7M -$510K -6,577 -2%
GVAG
254
Great Valley Advisor Group
Delaware
$20.6M +$57.7K +744 +0.3%
CAG
255
Crestwood Advisors Group
Massachusetts
$20.6M -$119K -1,541 -0.6%
CA
256
CoreCap Advisors
Michigan
$20.4M +$4.52M +58,300 +30%
AA
257
AJ Advisors
Tennessee
$20.4M +$574K +7,400 +3%
TFA
258
Transamerica Financial Advisors
Florida
$20.3M -$1.36M -17,584 -7%
RH
259
RFG Holdings
Texas
$20.2M +$546K +7,047 +3%
KIM
260
Kestra Investment Management
Texas
$19.9M +$17.2M +222,072 +904%
GFG
261
Goldstone Financial Group
Illinois
$19.9M -$754K -9,726 -4%
WG
262
Wellington Group
Indiana
$19.8M -$16.1M -207,246 -75%
SPP
263
Single Point Partners
Massachusetts
$19.8M -$578K -7,454 -3%
SRC
264
Sage Rhino Capital
California
$19.5M -$2.77M -35,747 -13%
CG
265
Caprock Group
Idaho
$19.4M +$234K +3,024 +1%
WPC
266
Wedmont Private Capital
Pennsylvania
$19.2M +$80.4K +1,037 +0.4%
SWP
267
Sagespring Wealth Partners
Tennessee
$19.1M -$295K -3,811 -2%
CL
268
Choreo LLC
Illinois
$19.1M -$902K -11,640 -5%
CA
269
Crane Advisory
California
$18.9M +$181K +2,335 +1%
IFPL
270
Investments & Financial Planning LLC
Kentucky
$18.9M +$258K +3,329 +1%
PWM
271
Praetorian Wealth Management
California
$18.9M +$54.3K +700 +0.3%
TPF
272
Tribridge Partners Financial
Maryland
$18.8M -$649K -8,375 -3%
DC
273
Dorval Corp
Minnesota
$18.7M +$175K +2,258 +1%
NAMP
274
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$18.7M +$5.81K +75 +0%
SA
275
Sylvest Advisors
Texas
$18.7M +$213K +2,746 +1%

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.