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Vanguard Morningstar Mid-Cap ETF
VO

2,394 hedge funds and large institutions have $65.3B invested in Vanguard Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,121 increasing their positions, 752 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $6.35M

80% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 80

49% more repeat investments, than reductions

Existing positions increased: 1,121 | Existing positions reduced: 752

25.57% more ownership

Funds ownership: 278.7% → 304.27% (+26%)

4% more funds holding in top 10

Funds holding in top 10: 254 → 264 (+10)

5% more capital invested

Capital invested by funds: $62.4B → $65.3B (+$2.96B)

1% more funds holding

Funds holding: 2,371 → 2,394 (+23)

Holders
2,394
Holders Change
+23
Holders Change %
+0.97%
% of All Funds
29.3%
Holding in Top 10
264
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+3.94%
% of All Funds
3.23%
New
144
Increased
1,121
Reduced
752
Closed
80
Calls
$18.9M
Puts
$6.35M
Net Calls
+$12.5M
Net Calls Change
+$2.19M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.33B
2
MGIA
Moneta Group Investment Advisors
Missouri
+$2.26B
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.42B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$975M
5
CPIG
Chicago Partners Investment Group
Illinois
+$365M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$820M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$418M
3
Citigroup
Citigroup
New York
-$365M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$169M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$98.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$325M +$35.4M +477,028 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$312M +$7.3M +98,248 +2%
RFC
28
Regions Financial Corp
Alabama
$303M +$32.8M +441,436 +12%
MT
29
Midwest Trust
Kansas
$295M +$6.51M +87,576 +2%
BTCPP
30
Border to Coast Pensions Partnership
United Kingdom
$293M -$37.1M -499,580 -11%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$290M +$200M +2,689,056 +20%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$289M -$11.3M -151,688 -4%
Goldman Sachs
33
Goldman Sachs
New York
$259M +$23.1M +311,368 +9%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$253M -$18.4M -247,696 -7%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$229M +$18.2M +244,976 +8%
BPA
36
Beacon Pointe Advisors
California
$213M +$55.9M +752,076 +34%
Osaic Holdings
37
Osaic Holdings
Arizona
$211M -$2.24M -30,132 -1%
Stifel Financial
38
Stifel Financial
Missouri
$208M +$4.19M +56,388 +2%
CA
39
Clearstead Advisors
Ohio
$204M +$2.42M +32,512 +1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$180M +$22M +295,520 +13%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$178M +$58.3M +784,980 +46%
WANY
42
Wealthspire Advisors (New York)
New York
$178M +$4.88M +65,684 +3%
SWM
43
SigFig Wealth Management
California
$177M +$18.7M +251,800 +11%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$172M +$1.15M +15,412 +0.6%
FCAS
45
First Command Advisory Services
Texas
$161M -$1.67M -22,472 -1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$160M +$10.1M +136,504 +7%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$158M +$2.5M +33,588 +2%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$148M -$2.04M -27,420 -1%
Corient Private Wealth
49
Corient Private Wealth
Florida
$140M -$169M -2,273,164 -53%
JIC
50
Joel Isaacson & Co
New York
$136M +$2.9M +39,072 +2%
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VO Hedge Fund Activity: Q1 2026 in Review

2,394 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2026, worth a combined $65.3B — up 4.7% from $62.4B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new VO positions and 80 closed out — a net gain of 64 holders — while 1,121 added to existing stakes and 752 trimmed.

The largest buyer was UBS Group, adding an estimated $2.33B. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $820M.

  • 2,394 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2026, up from 2,371 in Q4 2025.
  • Funds reported $65.3B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 144 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2026 and 80 closed out, a net change of +64 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2026 was UBS Group, an estimated $2.33B added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $820M sold.

Based on aggregated 13F filings for Q1 2026.