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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
NF
551
Nikulski Financial
Iowa
$7.48M +$153K +1,969 +2%
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.43M +$633K +8,164 +10%
AIA
553
Arcadia Investment Advisors
Idaho
$7.43M -$657K -8,473 -8%
CA
554
Continuum Advisory
Idaho
$7.38M +$118K +1,520 +2%
HCWM
555
Hidden Cove Wealth Management
Washington
$7.37M +$147K +1,895 +2%
CCAM
556
Cascades Capital Asset Management
North Carolina
$7.34M +$189K +2,439 +3%
BFAG
557
Blackston Financial Advisory Group
Florida
$7.34M -$171K -2,212 -2%
BP
558
BBR Partners
New York
$7.29M -$2.95K -38 -0%
CWS
559
Cypress Wealth Services
California
$7.23M -$57.4K -741 -0.8%
FF
560
Farrell Financial
New York
$7.13M -$55K -709 -0.8%
CA
561
Capital Advantage
California
$7.13M +$476K +6,142 +7%
HCA
562
Harpswell Capital Advisors
Maine
$7.1M +$6.84M +88,164 New
SC
563
Steph & Co
Wisconsin
$7.08M +$236K +3,047 +4%
BPC
564
Bearing Point Capital
Minnesota
$7.07M +$587K +7,566 +9%
LWM
565
Latko Wealth Management
Illinois
$7.02M +$106K +1,369 +2%
SIA
566
Spectrum Investment Advisors
Wisconsin
$7.01M +$223K +2,878 +3%
BS
567
Brighton Securities
New York
$6.9M +$227K +2,932 +4%
PWM
568
Perigon Wealth Management
California
$6.87M -$35.5K -458 -0.5%
WFPG
569
Waller Financial Planning Group
Ohio
$6.79M -$478K -6,164 -7%
MAC
570
Mason & Associates (California)
California
$6.78M +$1.47K +19 +0%
MAM
571
Mystic Asset Management
Rhode Island
$6.77M +$52.6K +679 +0.8%
SC
572
SouthState Corp
Florida
$6.76M +$853K +11,008 +15%
Vanguard Advisers Inc
573
Vanguard Advisers Inc
Pennsylvania
$6.74M +$26.4K +340 +0.4%
HIW
574
Holos Integrated Wealth
Pennsylvania
$6.72M -$22.8K -294 -0.4%
CWM
575
Calamos Wealth Management
Illinois
$6.68M +$77.5K +1,000 +1%

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.