We are live on ! Find out more
VO icon

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
JIC
301
Johnson Investment Counsel
Ohio
$17.1M +$5.43M +69,979 +49%
FMB
302
Field & Main Bank
Kentucky
$17M -$967K -12,469 -6%
HIP
303
HUB Investment Partners
Texas
$16.8M +$2.52M +32,537 +18%
JRFS
304
James Reed Financial Services
Ohio
$16.8M +$2.4K +31 +0%
JGIA
305
Jackson Grant Investment Advisers
Connecticut
$16.8M +$143K +1,843 +0.9%
ASN
306
Advisory Services Network
Georgia
$16.8M +$819K +10,559 +5%
MWC
307
MBM Wealth Consultants
Missouri
$16.7M +$15.3M +196,888 +1,820%
SCA
308
Scott Capital Advisors
Oregon
$16.7M -$21.9K -282 -0.1%
JWCA
309
J.W. Cole Advisors
Florida
$16.7M +$16.1M +207,364 New
PIMG
310
Patriot Investment Management Group
Tennessee
$16.7M -$336K -4,338 -2%
PS
311
Principal Securities
Iowa
$16.7M -$61.2K -790 -0.4%
REMPR
312
Roof Eidam Maycock Peralta (REMP)
California
$16.7M -$43.5K -561 -0.3%
FCP
313
Fidelis Capital Partners
Florida
$16.5M +$666K +8,593 +4%
FFO
314
Fortitude Family Office
Arizona
$16.5M +$1.55M +19,973 +11%
GRP
315
Global Retirement Partners
California
$16.5M +$15.8M +204,373 New
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.4M -$3.31M -42,705 -5%
KWM
317
Kingsview Wealth Management
Oregon
$16.4M +$2.66M +34,343 +20%
BAM
318
Belpointe Asset Management
Nevada
$16.3M +$258K +3,324 +2%
SWA
319
Stratos Wealth Advisors
Ohio
$16.3M -$248K -3,196 -2%
AWE
320
Avidian Wealth Enterprises
Texas
$16.3M +$1.1M +14,171 +8%
AC
321
AlphaCore Capital
California
$16.3M -$519K -6,700 -3%
NFG
322
Nations Financial Group
Iowa
$16.3M +$338K +4,355 +2%
FPCG
323
Forum Private Client Group
Indiana
$16.2M +$1.46M +18,861 +10%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$16.2M -$472K -6,090 -3%
TFO
325
Tarbox Family Office
California
$16.2M -$23.4K -302 -0.2%

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.