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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
FOFP
326
Fee-Only Financial Planning
South Carolina
$16.1M -$125K -1,612 -0.8%
FF
327
Financial Futures
New Jersey
$16.1M +$484K +6,238 +3%
RC
328
Roundview Capital
New Jersey
$16.1M +$978K +12,615 +7%
FFP
329
Freedom Financial Partners
Minnesota
$16.1M +$266K +3,435 +2%
EWA
330
EP Wealth Advisors
California
$15.9M +$1.32M +17,090 +9%
AIM
331
Advyzon Investment Management
Illinois
$15.9M +$1.36M +17,540 +10%
WF
332
Whelan Financial
California
$15.8M +$161K +2,072 +1%
SFG
333
Somnio Financial Group
Connecticut
$15.8M +$175K +2,256 +1%
FWM
334
ForthRight Wealth Management
Georgia
$15.8M +$491K +6,335 +3%
SCA
335
STALEY CAPITAL ADVISERS
Pennsylvania
$15.8M -$8.92K -115 -0.1%
JFA
336
JNBA Financial Advisors
Minnesota
$15.7M -$349K -4,505 -2%
AWM
337
Aries Wealth Management
Maine
$15.7M +$279K +3,605 +2%
HCM
338
Hall Capital Management
Rhode Island
$15.7M -$38.4M -495,237 -72%
MNA
339
Manning & Napier Advisors
New York
$15.6M +$1.76M +22,714 +13%
FCA
340
Fortis Capital Advisors
Kansas
$15.6M +$462K +5,953 +3%
AP
341
Americana Partners
Texas
$15.3M +$9.21M +118,739 +167%
WAG
342
Wheelhouse Advisory Group
Missouri
$15.3M +$429K +5,529 +3%
FFG
343
Fortress Financial Group
Minnesota
$15.2M +$14.3M +184,021 +3,969%
PA
344
Pinnacle Associates
New York
$15M -$78.1K -1,008 -0.5%
BDF
345
Black Diamond Financial
Maryland
$15M +$1.05M +13,480 +8%
BPAMU
346
BTG Pactual Asset Management US
New York
$14.9M +$1.62M +20,877 +13%
PP
347
Pearl Planning
Michigan
$14.8M +$508K +6,554 +4%
AIM
348
Acropolis Investment Management
Missouri
$14.7M -$152K -1,961 -1%
RPC
349
Rossmore Private Capital
Connecticut
$14.7M +$845K +10,900 +6%
CVA
350
Central Valley Advisors
California
$14.7M +$183K +2,361 +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.