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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
CCA
726
Conservest Capital Advisors
Pennsylvania
$4.44M -$20.5K -265 -0.5%
GCA
727
Gradient Capital Advisors
California
$4.43M -$172K -2,219 -4%
IWB
728
Innovative Wealth Building
Maryland
$4.43M -$292K -3,761 -6%
FHA
729
Flagship Harbor Advisors
Massachusetts
$4.41M -$144K -1,855 -3%
MWM
730
Modern Wealth Management
Kansas
$4.41M +$2.42M +31,154 +132%
SFG
731
Seamount Financial Group
Colorado
$4.4M +$184K +2,369 +5%
FL
732
FreeGulliver LLC
Louisiana
$4.37M +$123K +1,583 +3%
BI
733
Beckerman Institutional
New Jersey
$4.36M +$360K +4,642 +9%
DBRC
734
D.B. Root & Company
Pennsylvania
$4.35M -$309K -3,989 -7%
MWM
735
Mittelman Wealth Management
Massachusetts
$4.35M -$4.09M -52,803 -81%
GSWA
736
Good Steward Wealth Advisors
Tennessee
$4.34M +$237K +3,058 +6%
GWM
737
GoalFusion Wealth Management
Texas
$4.33M +$224K +2,885 +6%
SWASL
738
Spartan Wealth Advisory Services LLC
Michigan
$4.33M +$8.45K +109 +0.2%
BA
739
BCM Advisors
Louisiana
$4.33M -$11.8M -152,399 -74%
ACM
740
Armbruster Capital Management
New York
$4.33M -$189K -2,444 -4%
AMBIA
741
Allen Mooney & Barnes Investment Advisors
Georgia
$4.32M -$133K -1,721 -3%
AFG
742
Atomi Financial Group
New York
$4.32M +$20.5K +265 +0.5%
RSWM
743
Robertson Stephens Wealth Management
California
$4.32M -$63.9K -824 -2%
HWA
744
Hilltop Wealth Advisors
North Carolina
$4.29M
EIG
745
Ellenbecker Investment Group
Wisconsin
$4.26M -$101K -1,302 -2%
MWM
746
Maltin Wealth Management
New Jersey
$4.26M +$266K +3,437 +7%
EWM
747
Evergreen Wealth Management
Michigan
$4.24M +$4.08M +52,579 New
IA
748
IFP Advisors
Florida
$4.23M -$339K -4,376 -8%
DWAM
749
Duncan Williams Asset Management
Tennessee
$4.2M +$56.8K +733 +1%
CWMS
750
Cannon Wealth Management Services
North Carolina
$4.19M +$43.1K +556 +1%

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.