We are live on ! Find out more
VO icon

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
RI
751
Ridgewood Investments
New Jersey
$4.18M +$118K +1,516 +3%
UFPG
752
United Financial Planning Group
New York
$4.18M -$37.8K -488 -0.9%
FVWA
753
Foster Victor Wealth Advisors
South Carolina
$4.17M -$115K -1,484 -3%
CPL
754
CAP Partners LLC
Tennessee
$4.17M -$951K -12,270 -19%
OFW
755
Omnia Family Wealth
Florida
$4.17M -$12.2K -158 -0.3%
MFT
756
Moisand Fitzgerald Tamayo
Florida
$4.17M -$30.5K -394 -0.8%
WMG
757
WESCAP Management Group
California
$4.12M +$24.4K +315 +0.6%
IC
758
IEQ Capital
California
$4.1M +$74.4K +960 +2%
FGA
759
Fortis Group Advisors
New Jersey
$4.07M -$11.6M -149,120 -75%
SCA
760
Snowden Capital Advisors
New York
$4.07M +$284K +3,669 +8%
ST
761
Spinnaker Trust
Maine
$4.06M -$521K -6,719 -12%
CSB
762
City State Bank
Iowa
$4.06M +$164K +2,117 +4%
CIA
763
Covington Investment Advisors
Pennsylvania
$4.05M -$111K -1,435 -3%
CST
764
Charles Schwab Trust
Nevada
$4.05M +$84.7K +1,092 +2%
VBFP
765
Valtinson Bruner Financial Planning
Minnesota
$4.03M +$177K +2,281 +5%
MW
766
Members Wealth
Pennsylvania
$4.02M -$10M -129,006 -72%
RIS
767
Retirement Income Solutions
Michigan
$4.02M -$3.25M -41,955 -75%
CCA
768
Carrera Capital Advisors
Michigan
$4M +$33.8K +436 +0.9%
FTWA
769
Fifth Third Wealth Advisors
Ohio
$4M +$62K +800 +2%
SFWC
770
Strategic Family Wealth Counselors
New Jersey
$3.98M +$229K +2,956 +6%
LA
771
Legacy Advisors
Pennsylvania
$3.96M -$132K -1,701 -3%
FLPIM
772
F.L. Putnam Investment Management
Massachusetts
$3.95M -$18.8K -242 -0.5%
MFG
773
Macco Financial Group
Wisconsin
$3.95M -$458K -5,906 -11%
BTWM
774
Baker Tilly Wealth Management
Wisconsin
$3.94M +$181K +2,335 +5%
SAM
775
Sawgrass Asset Management
Florida
$3.93M

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.