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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
Empower Advisory Group
701
Empower Advisory Group
Colorado
$4.64M +$513K +6,622 +13%
AFAS
702
Acorn Financial Advisory Services
Virginia
$4.63M -$171K -2,200 -4%
RCWM
703
Red Crane Wealth Management
California
$4.61M -$7.44K -96 -0.2%
SL
704
Salomon & Ludwin
Virginia
$4.61M -$112K -1,439 -2%
FEG
705
Fund Evaluation Group
Ohio
$4.6M
RIM
706
RW Investment Management
Idaho
$4.6M +$26.2K +338 +0.6%
WFAG
707
Wescott Financial Advisory Group
Pennsylvania
$4.57M -$356K -4,593 -7%
SEIA
708
Signature Estate & Investment Advisors
California
$4.56M -$78K -1,006 -2%
FWP
709
Fiduciary Wealth Partners
Massachusetts
$4.56M -$2.45M -31,628 -36%
GWM
710
Greenwich Wealth Management
Connecticut
$4.55M -$233 -3 -0%
PIFP
711
Partners in Financial Planning
Virginia
$4.55M +$9.46K +122 +0.2%
AC
712
Anson Capital
Georgia
$4.51M -$29.8K -385 -0.7%
FWIA
713
Fort Washington Investment Advisors
Ohio
$4.49M +$79.2K +1,021 +2%
VFS
714
Valpey Financial Services
New Hampshire
$4.49M -$288K -3,709 -6%
DW30
715
Drucker Wealth 3.0
New Jersey
$4.48M -$314K -4,052 -7%
BHWM
716
Bellars Harris Wealth Management
Virginia
$4.48M +$4.31M +55,649 New
VA
717
VestGen Advisors
Illinois
$4.48M -$8.58M -110,713 -67%
AUB
718
Atlantic Union Bankshares
Virginia
$4.48M +$349K +4,501 +9%
QCG
719
Quadrant Capital Group
Ohio
$4.48M +$725K +9,353 +20%
FWS
720
FinDec Wealth Services
California
$4.47M -$184K -2,373 -4%
SIM
721
Stratos Investment Management
Ohio
$4.47M -$169K -2,182 -4%
DT
722
Diversified Trust
Tennessee
$4.46M +$117K +1,503 +3%
SFA
723
Sequoia Financial Advisors
Ohio
$4.46M -$53.8K -694 -1%
VAM
724
Virtue Asset Management
Illinois
$4.44M +$1.14M +14,769 +37%
IWM
725
IHT Wealth Management
Illinois
$4.44M +$37.8K +487 +0.9%

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.