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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
BCM
676
Brookstone Capital Management
Illinois
$4.98M -$161K -2,073 -3%
VCWM
677
Vista Cima Wealth Management
Arizona
$4.97M +$87.4K +1,128 +2%
LWM
678
LongView Wealth Management
Georgia
$4.97M +$113K +1,460 +2%
SSWM
679
Sheets Smith Wealth Management
North Carolina
$4.96M +$43K +555 +0.9%
ABWM
680
Alpine Bank Wealth Management
Colorado
$4.93M -$143K -1,850 -3%
KF
681
Krilogy Financial
Missouri
$4.9M +$78.4K +1,011 +2%
BPWM
682
Badgley Phelps Wealth Managers
Washington
$4.9M +$29.3K +378 +0.6%
FAP
683
Financial Advisory Partners
Florida
$4.9M +$191K +2,460 +4%
BBHC
684
Brown Brothers Harriman & Co
New York
$4.89M -$1.32M -16,991 -22%
WBCM
685
Wilson & Boucher Capital Management
California
$4.87M -$62.1K -801 -1%
PVI
686
Pine Valley Investments
New Jersey
$4.85M +$7.37K +95 +0.2%
CAL
687
Capital Analysts LLC
Pennsylvania
$4.82M +$123K +1,593 +3%
SCTC
688
Sanibel Captiva Trust Company
Florida
$4.81M +$2.38M +30,668 +105%
KA
689
Kovack Advisors
Florida
$4.81M +$397K +5,122 +9%
Citadel Advisors
690
Citadel Advisors
Florida
$4.8M +$2.65M +34,166 +135%
FC
691
Fjell Capital
North Dakota
$4.8M +$9.61K +124 +0.2%
CW
692
CreativeOne Wealth
Kansas
$4.76M -$317K -4,085 -6%
FCM
693
Fogel Capital Management
Florida
$4.75M +$84.2K +1,086 +2%
AA
694
Alesco Advisors
New York
$4.75M
FLI
695
Family Legacy Inc
South Carolina
$4.71M -$23.3K -301 -0.5%
PIA
696
Perennial Investment Advisors
California
$4.69M +$891K +11,487 +25%
NDSI
697
Newman Dignan & Sheerar Inc
Rhode Island
$4.68M -$24.4K -315 -0.5%
RWIA
698
Roger Wittlin Investment Advisory
California
$4.67M -$12.9K -166 -0.3%
CIC
699
Chilton Investment Company
Connecticut
$4.66M +$889K +11,473 +25%
FAB
700
First American Bank
Illinois
$4.65M +$330K +4,262 +8%

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.