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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
IA
526
IFS Advisors
Kansas
$8.12M +$80.1K +1,033 +1%
CM
527
Cornerstone Management
Georgia
$8.12M +$91.2K +1,176 +1%
GHAM
528
Gilman Hill Asset Management
Connecticut
$8.11M +$58.3K +752 +0.8%
PCIA
529
Prime Capital Investment Advisors
Kansas
$8.11M -$98.4K -1,269 -1%
ML
530
McAdam LLC
Pennsylvania
$8.09M +$856K +11,045 +12%
PGWA
531
Plus Group Wealth Advisors
Wisconsin
$8.04M +$307K +3,964 +4%
CBA
532
Coastal Bridge Advisors
Connecticut
$8M +$682K +8,791 +10%
TI
533
Tidal Investments
Wisconsin
$7.94M +$1.99M +25,662 +35%
NWM
534
Northcape Wealth Management
New York
$7.9M -$103K -1,329 -1%
QIM
535
Quest Investment Management
Oregon
$7.86M -$137K -1,762 -2%
NA
536
NWM Advisors
California
$7.82M +$1.09M +14,027 +17%
TW
537
ticino wealth
California
$7.81M +$1.52M +19,544 +25%
HAC
538
Harbor Advisory Corp
New Hampshire
$7.8M -$221K -2,852 -3%
EAN
539
Excelsior Advisor Network
Colorado
$7.67M +$154K +1,987 +2%
BJL
540
Brighton Jones LLC
Washington
$7.66M +$610K +7,872 +9%
WCFA
541
Walkner Condon Financial Advisors
Wisconsin
$7.65M -$49.6K -640 -0.7%
DAS
542
Dynamic Advisor Solutions
Arizona
$7.64M +$171K +2,205 +2%
CFP
543
Cascade Financial Partners
California
$7.64M -$2.79K -36 -0%
CANC
544
Culbertson A N & Co
Virginia
$7.62M -$31K -400 -0.4%
SAM
545
S.A. Mason
Michigan
$7.58M +$562K +7,251 +8%
APFP
546
Action Point Financial Planning
Michigan
$7.57M +$7.29M +94,016 New
BAH
547
Beacon Advisors Holdings
Texas
$7.57M -$24.7K -318 -0.3%
GWP
548
Gateway Wealth Partners
Wisconsin
$7.56M -$5.52M -71,218 -43%
MFWP
549
Mosaic Family Wealth Partners
Missouri
$7.51M +$2.01M +25,953 +39%
Renaissance Technologies
550
Renaissance Technologies
New York
$7.5M -$1.9M -24,520 -21%

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.