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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
NF
276
Napier Financial
Massachusetts
$18.7M +$229K +2,952 +1%
EFP
277
EnRich Financial Partners
Wisconsin
$18.7M +$479K +6,176 +3%
HIMC
278
Heritage Investors Management Corp
Maryland
$18.6M -$234K -3,014 -1%
HI
279
Harbour Investments
Wisconsin
$18.5M -$760K -9,800 -4%
RCA
280
Riverview Capital Advisers
Massachusetts
$18.5M +$83K +1,070 +0.5%
JJBC
281
James J. Burns & Company
New York
$18.5M +$701K +9,044 +4%
AMG
282
Asset Management Group
Connecticut
$18.3M -$194K -2,507 -1%
CFA
283
Cahill Financial Advisors
Minnesota
$18.3M +$55.5K +716 +0.3%
SC
284
Sierra Capital
Florida
$18.2M -$166K -2,138 -0.9%
TW
285
Towerpoint Wealth
California
$18.1M +$113K +1,452 +0.7%
SHWM
286
Smith & Howard Wealth Management
Georgia
$18M +$579K +7,470 +3%
WIA
287
World Investment Advisors
California
$18M -$15.9M -205,585 -75%
AWM
288
Allen Wealth Management
North Carolina
$17.8M +$924K +11,914 +6%
MWM
289
Modera Wealth Management
New Jersey
$17.8M -$2.8M -36,168 -14%
PFS
290
Prospera Financial Services
Texas
$17.7M +$617K +7,959 +4%
CWAF
291
Core Wealth Advisors (Florida)
Florida
$17.6M +$207K +2,674 +1%
PA
292
Parallel Advisors
California
$17.6M -$294K -3,795 -2%
TWM
293
TriaGen Wealth Management
California
$17.5M +$176K +2,270 +1%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$17.4M -$119K -1,536 -0.7%
AW
295
Avion Wealth
Texas
$17.3M +$1.36M +17,529 +9%
BAMG
296
Brand Asset Management Group
Missouri
$17.3M -$165K -2,124 -1%
NIWA
297
New Insight Wealth Advisors
California
$17.2M +$58.8K +759 +0.4%
JA
298
JVL Associates
Michigan
$17.1M +$70.6K +911 +0.4%
ACA
299
Aspire Capital Advisors
Washington
$17.1M -$2.17M -28,050 -12%
Financial Engines Advisors
300
Financial Engines Advisors
California
$17.1M -$235K -3,036 -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.