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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
UB
776
UMB Bank
Missouri
$3.93M -$49.6K -640 -1%
AFG
777
Allegheny Financial Group
Pennsylvania
$3.89M +$377K +4,862 +11%
BWM
778
Boyd Wealth Management
California
$3.87M -$21.5K -277 -0.6%
SC
779
Sepio Capital
Utah
$3.86M +$85.9K +1,108 +2%
GAM
780
GEM Asset Management
Michigan
$3.85M +$7.44K +96 +0.2%
EWS
781
Evergreen Wealth Solutions
Pennsylvania
$3.84M +$1.71M +22,041 +94%
AF
782
Affiance Financial
Minnesota
$3.83M +$170K +2,189 +5%
BHWM
783
Bar Harbor Wealth Management
New Hampshire
$3.82M -$21.6K -278 -0.6%
WAM
784
WealthTrust Asset Management
Florida
$3.81M +$14.9K +192 +0.4%
LOWM
785
Laurel Oak Wealth Management
New Jersey
$3.8M +$82.7K +1,067 +2%
IPW
786
Intergy Private Wealth
Colorado
$3.79M +$424K +5,475 +13%
SYBT
787
Stock Yards Bank & Trust
Kentucky
$3.79M -$218K -2,816 -6%
GWMR
788
GC Wealth Management RIA
Massachusetts
$3.78M +$181K +2,339 +5%
SA
789
Sovran Advisors
California
$3.76M -$10.7M -138,078 -75%
GAM
790
Grandview Asset Management
Pennsylvania
$3.75M -$263K -3,393 -7%
MF
791
Midwestern Financial
Iowa
$3.74M +$456K +5,886 +15%
BOM
792
Bank of Marin
California
$3.74M
GEA
793
Glen Eagle Advisors
New Jersey
$3.73M +$201K +2,593 +6%
TFS
794
Thoroughbred Financial Services
Tennessee
$3.72M +$83.2K +1,073 +2%
CNBOF
795
City National Bank of Florida
Florida
$3.71M +$3.57M +45,994 New
CAM
796
Columbia Asset Management
Michigan
$3.7M -$23K -297 -0.6%
BWM
797
BCGM Wealth Management
Indiana
$3.7M -$369K -4,757 -9%
WWA
798
Wingate Wealth Advisors
Massachusetts
$3.67M +$699K +9,012 +25%
FPH
799
Financial Planning Hawaii
Hawaii
$3.67M -$210K -2,710 -6%
PTC
800
Philadelphia Trust Company
Pennsylvania
$3.66M

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.