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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$358M -$6.48M -83,636 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$352M +$1.76M +22,760 +0.5%
BTCPP
28
Border to Coast Pensions Partnership
United Kingdom
$328M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$317M -$7.26M -93,592 -2%
MT
30
Midwest Trust
Kansas
$292M -$38M -490,565 -12%
Goldman Sachs
31
Goldman Sachs
New York
$291M +$735K +9,475 +0.3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$283M -$236K -3,050 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$278M +$39.9M +514,422 +18%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$269M +$11.1M +143,800 +5%
RFC
35
Regions Financial Corp
Alabama
$264M -$73.8M -951,619 -23%
BPA
36
Beacon Pointe Advisors
California
$254M +$14.4M +185,452 +6%
Stifel Financial
37
Stifel Financial
Missouri
$236M +$1.62M +20,903 +0.7%
CA
38
Clearstead Advisors
Ohio
$228M -$417K -5,384 -0.2%
SWM
39
SigFig Wealth Management
California
$202M +$3.83M +49,404 +2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$201M -$575K -7,412 -0.3%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$197M -$2.24M -28,830 -1%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$194M +$771K +9,939 +0.4%
WANY
43
Wealthspire Advisors (New York)
New York
$189M -$10M -128,992 -5%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$184M +$3.72M +48,045 +2%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$174M -$3.22M -41,483 -2%
Truist Financial
46
Truist Financial
North Carolina
$158M +$8.29M +106,977 +6%
JIC
47
Joel Isaacson & Co
New York
$156M +$2.53M +32,570 +2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$155M -$4M -51,554 -3%
BFG
49
Bleakley Financial Group
New Jersey
$155M +$2.81M +36,292 +2%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$144M -$20.6M -266,049 -13%

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.