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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
FA
401
Fiducient Advisors
Illinois
$12M -$5.64M -72,763 -33%
TAM
402
Titleist Asset Management
Texas
$11.9M +$38.1K +492 +0.3%
LFA
403
Legend Financial Advisors
Pennsylvania
$11.9M +$469K +6,050 +4%
VA
404
Valmark Advisers
Ohio
$11.8M +$224K +2,883 +2%
DWP
405
Daymark Wealth Partners
Ohio
$11.8M +$798K +10,299 +8%
SFB
406
STAR Financial Bank
Indiana
$11.8M +$1.35M +17,358 +13%
BFS
407
Beacon Financial Strategies
North Carolina
$11.7M +$236K +3,039 +2%
IA
408
IF Advisors
Texas
$11.6M +$256K +3,304 +2%
SC
409
Sapient Capital
Indiana
$11.6M +$1.69M +21,803 +18%
AHC
410
Anderson Hoagland & Co
Missouri
$11.6M -$501K -6,457 -4%
DK
411
David Kennon
Florida
$11.6M -$502K -6,469 -4%
BONH
412
Bank of New Hampshire
New Hampshire
$11.6M -$740K -9,543 -6%
FMI
413
F/M Investments
District of Columbia
$11.5M -$168K -2,173 -1%
AO
414
Advisor OS
Illinois
$11.5M -$208K -2,677 -2%
FMP
415
Financial Management Professionals
Texas
$11.3M +$2.17K +28 +0%
FUBT
416
First United Bank & Trust
Maryland
$11.3M +$396K +5,109 +4%
UFA
417
Uptown Financial Advisors
Texas
$11.3M -$161K -2,080 -1%
LWPC
418
Legacy Wealth Partners (Colorado)
Colorado
$11.3M +$230K +2,969 +2%
PF
419
Prosperitas Financial
California
$11.2M +$167K +2,157 +2%
MA
420
MJP Associates
Connecticut
$11.2M +$401K +5,173 +4%
OCFG
421
O'Connor Financial Group
Illinois
$11.2M -$37.2K -480 -0.3%
AH
422
Addis & Hill
Pennsylvania
$11.2M -$893K -11,515 -8%
SCP
423
Silverleafe Capital Partners
Tennessee
$11.2M +$109K +1,401 +1%
MFA
424
McClarren Financial Advisors
Pennsylvania
$11.1M +$232K +2,998 +2%
STA
425
Summit Trail Advisors
New York
$11M +$596K +7,682 +6%

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.