Vanguard Morningstar Mid-Cap ETF
2,394 hedge funds and large institutions have $65.3B invested in Vanguard Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,121 increasing their positions, 752 reducing their positions, and 80 closing their positions.
197% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $6.35M
80% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 80
49% more repeat investments, than reductions
Existing positions increased: 1,121 | Existing positions reduced: 752
25.57% more ownership
Funds ownership: 278.7% → 304.27% (+26%)
4% more funds holding in top 10
Funds holding in top 10: 254 → 264 (+10)
5% more capital invested
Capital invested by funds: $62.4B → $65.3B (+$2.96B)
1% more funds holding
Funds holding: 2,371 → 2,394 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.33B |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$2.26B |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.42B |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$975M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$365M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$820M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$418M |
| 3 |
Citigroup
New York
|
-$365M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$169M |
| 5 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$98.9M |
VO Hedge Fund Activity: Q1 2026 in Review
2,394 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2026, worth a combined $65.3B — up 4.7% from $62.4B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new VO positions and 80 closed out — a net gain of 64 holders — while 1,121 added to existing stakes and 752 trimmed.
The largest buyer was UBS Group, adding an estimated $2.33B. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $820M.
- 2,394 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2026, up from 2,371 in Q4 2025.
- Funds reported $65.3B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
- 144 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2026 and 80 closed out, a net change of +64 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2026 was UBS Group, an estimated $2.33B added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $820M sold.
Based on aggregated 13F filings for Q1 2026.