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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
GSWM
501
Greenup Street Wealth Management
Michigan
$8.8M +$1.21M +15,551 +17%
NL
502
NWAM LLC
Washington
$8.8M +$621K +8,010 +8%
KWA
503
Kingswood Wealth Advisors
California
$8.69M +$354K +4,564 +4%
AI
504
Accredited Investors
Minnesota
$8.69M -$731K -9,430 -8%
EGWAG
505
Elwood & Goetz Wealth Advisory Group
Georgia
$8.63M +$73.6K +949 +0.9%
MJFG
506
Mars Jewett Financial Group
Washington
$8.63M +$8.3M +107,072 New
UBV
507
United Bank (Virginia)
Virginia
$8.62M -$633K -8,166 -7%
RWA
508
Rooted Wealth Advisors
Illinois
$8.6M -$30.7M -396,119 -79%
IA
509
Integrity Alliance
Iowa
$8.52M +$465K +6,001 +6%
CCM
510
Cannon Capital Management
Utah
$8.45M +$941K +12,135 +13%
RWP
511
RWA Wealth Partners
Massachusetts
$8.42M +$218K +2,814 +3%
WT
512
Washington Trust
Rhode Island
$8.39M +$33.3K +430 +0.4%
CWMK
513
Caliber Wealth Management (Kansas)
Kansas
$8.37M -$228K -2,940 -3%
PCM
514
Parsons Capital Management
Rhode Island
$8.35M +$172K +2,223 +2%
FIC
515
Family Investment Center
Missouri
$8.35M -$104K -1,346 -1%
VFA
516
Valeo Financial Advisors
Indiana
$8.33M -$1.64M -21,166 -16%
UCFA
517
United Capital Financial Advisors
Texas
$8.27M +$36.4K +470 +0.5%
HWA
518
HighRoad Wealth Advisors
Oregon
$8.27M +$38.8K +500 +0.5%
BAWM
519
Bennett Associates Wealth Management
Pennsylvania
$8.26M -$611K -7,877 -7%
SFWA
520
Summit Financial Wealth Advisors
Louisiana
$8.24M +$7.44K +96 +0.1%
SPWM
521
Smith Partners Wealth Management
North Carolina
$8.2M -$313K -4,037 -4%
FF
522
Francis Financial
$8.19M +$26.6K +343 +0.3%
EPW
523
Endeavor Private Wealth
Kansas
$8.17M -$736K -9,492 -9%
AFP
524
Ausdal Financial Partners
Iowa
$8.16M +$114K +1,466 +1%
CFO
525
Custos Family Office
Texas
$8.13M +$138K +1,782 +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.