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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, 1,031 increasing their positions, 930 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: 1,031 | Existing positions reduced: 930

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
1,031
Reduced
930
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
WIA
601
Wealthedge Investment Advisors
New York
$6.26M -$774K -9,986 -11%
PWMG
602
Pinnacle Wealth Management Group
Michigan
$6.24M -$16K -206 -0.3%
MA
603
MCF Advisors
Kentucky
$6.19M +$2.39M +30,876 +67%
FMC
604
First Merchants Corp
Indiana
$6.15M +$38.7K +499 +0.7%
MM
605
Meridian Management
Arkansas
$6.13M -$112K -1,439 -2%
RGF
606
Retirement Guys Formula
Ohio
$6.12M +$1.25M +16,129 +27%
MFP
607
Meramec Financial Planners
Missouri
$6.1M +$64.3K +830 +1%
OGF
608
Orin Green Financial
California
$6.09M +$31.2K +402 +0.5%
FTS
609
Fifth Third Securities
Ohio
$6.07M -$1.13M -14,583 -16%
GWANC
610
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.07M +$165K +2,124 +3%
EP
611
Ehrenkranz Partners
New York
$6.04M -$87.2K -1,125 -1%
GFG
612
Greenbush Financial Group
New York
$6.04M -$5.59M -72,166 -49%
BWM
613
BKM Wealth Management
Wisconsin
$6.02M -$216K -2,788 -4%
RA
614
RFG Advisory
Alabama
$6.01M -$473K -6,104 -8%
CHC
615
City Holding Co
West Virginia
$6M -$37.4K -482 -0.6%
WP
616
Wealthspan Partners
Iowa
$5.97M +$366K +4,723 +7%
MWA
617
MFA Wealth Advisors
Pennsylvania
$5.95M +$417K +5,385 +8%
AWM
618
AE Wealth Management
Kansas
$5.95M +$313K +4,043 +6%
BCP
619
Berkeley Capital Partners
Georgia
$5.94M +$168K +2,169 +3%
ACM
620
Advisors Capital Management
New Jersey
$5.93M +$310K +4,001 +6%
LEA
621
Legacy Edge Advisors
New York
$5.92M -$8.68K -112 -0.2%
FPWM
622
Five Pine Wealth Management
Idaho
$5.92M -$10.7K -138 -0.2%
MA
623
Marquette Associates
Illinois
$5.9M -$67.8K -875 -1%
ACA
624
Aptus Capital Advisors
Alabama
$5.89M +$589K +7,596 +12%
BWP
625
Bernardo Wealth Planning
Pennsylvania
$5.89M +$137K +1,762 +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 1,031 added to existing stakes and 930 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.