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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, 1,030 increasing their positions, 931 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: 1,030 | Existing positions reduced: 931

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
1,030
Reduced
931
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
IPW
51
Invictus Private Wealth
Colorado
$142M +$2.3M +29,627 +2%
CPIG
52
Chicago Partners Investment Group
Illinois
$136M -$370M -4,767,776 -74%
KAS
53
Kestra Advisory Services
Texas
$136M +$17.4M +223,869 +15%
CCA
54
Catalyst Capital Advisors
New York
$135M -$549K -7,086 -0.4%
MRC
55
Millburn Ridgefield Corp
New York
$135M -$549K -7,086 -0.4%
MFG
56
Merit Financial Group
Georgia
$135M +$18.6M +239,292 +17%
CFB
57
Cullen/Frost Bankers
Texas
$134M -$8.53M -109,996 -6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$133M +$8.94M +115,289 +7%
MML Investors Services
59
MML Investors Services
Massachusetts
$127M +$17.7M +228,937 +17%
WA
60
Waverly Advisors
Alabama
$124M +$8.96M +115,563 +8%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$123M -$1.68M -21,637 -1%
EH
62
Equitable Holdings
New York
$120M -$838K -10,806 -0.7%
FCAS
63
First Command Advisory Services
Texas
$119M -$59.3M -764,342 -34%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$113M +$5.35M +69,021 +5%
NPT
65
National Philanthropic Trust
Pennsylvania
$113M -$1.9M -24,543 -2%
NA
66
NewEdge Advisors
Louisiana
$110M +$7.58M +97,832 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$109M +$3.54M +45,671 +3%
CAM
68
Cresset Asset Management
Illinois
$105M -$1.59M -20,531 -2%
CTC
69
Central Trust Company
Missouri
$100M -$855K -11,027 -0.9%
UBS AM
70
UBS AM
Illinois
$100M -$420M -5,416,181 -81%
PRA
71
Pine Ridge Advisers
New York
$98.7M
NFG
72
Nadler Financial Group
Illinois
$97.7M +$994K +12,817 +1%
P
73
&Partners
Tennessee
$96.9M +$9.42M +121,446 +11%
CTB
74
Country Trust Bank
Illinois
$96.5M -$17.6M -226,636 -16%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$94.9M -$11.4M -146,986 -11%

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 1,030 added to existing stakes and 931 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.