We are live on ! Find out more
VO icon

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
AG
651
Advocate Group
Minnesota
$5.5M -$436K -5,623 -8%
MSA
652
Marathon Strategic Advisors
Pennsylvania
$5.49M -$14.5K -187 -0.3%
FA
653
Fiduciary Alliance
South Carolina
$5.48M -$51.6K -666 -1%
CFD
654
Creative Financial Designs
Indiana
$5.45M +$799K +10,307 +18%
BFWA
655
Benchmark Financial Wealth Advisors
Florida
$5.45M -$155 -2 -0%
SAM
656
Secure Asset Management
Michigan
$5.44M +$103K +1,325 +2%
RWM
657
Rialto Wealth Management
New York
$5.44M -$333K -4,289 -6%
PWA
658
Pitcairn Wealth Advisors
Pennsylvania
$5.43M +$2.56M +32,973 +96%
HA
659
Hofer & Associates
California
$5.43M +$124K +1,603 +2%
WA
660
WP Advisors
California
$5.42M -$11.7K -151 -0.2%
RA
661
Rockingstone Advisors
Massachusetts
$5.41M +$29.6K +382 +0.6%
VIA
662
Vickerman Investment Advisors
Washington
$5.37M -$79.5K -1,025 -2%
PFW
663
Petros Family Wealth
Minnesota
$5.33M -$598K -7,714 -10%
AG
664
Ascent Group
Virginia
$5.27M +$316K +4,081 +7%
Wealthfront Advisers
665
Wealthfront Advisers
California
$5.27M +$750K +9,675 +17%
MSWA
666
Marshall & Sterling Wealth Advisors
New York
$5.26M +$453K +5,846 +10%
BCWM
667
Bartlett & Co Wealth Management
Ohio
$5.23M -$15.4M -198,553 -75%
MWM
668
M3 Wealth Management
Ohio
$5.19M +$551K +7,104 +12%
MAG
669
Mokosak Advisory Group
Iowa
$5.15M -$128K -1,646 -3%
MF
670
Meridian Financial
Massachusetts
$5.1M -$75K -968 -2%
CWM
671
Cornerstone Wealth Management
Missouri
$5.09M +$203K +2,618 +4%
SMA
672
Sage Mountain Advisors
Georgia
$5.06M +$233 +3 +0%
PFG
673
PAX Financial Group
Texas
$5.03M -$130K -1,672 -3%
PWMAG
674
Pinnacle Wealth Management Advisory Group
New Jersey
$5.03M -$39.7K -512 -0.8%
EWM
675
Evercore Wealth Management
New York
$4.98M

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.