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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
TCOV
801
Trust Company of Vermont
Vermont
$3.66M +$3.52M +45,368 New
MFA
802
Mayflower Financial Advisors
Massachusetts
$3.65M -$36.6K -472 -1%
ML
803
Mayport LLC
Massachusetts
$3.63M -$78 -1 -0%
SFS
804
Summit Financial Strategies
Ohio
$3.63M +$144K +1,853 +4%
VCP
805
Verus Capital Partners
Arizona
$3.61M +$93K +1,200 +3%
IFG
806
Independent Financial Group
California
$3.6M -$330K -4,262 -9%
MFG
807
Magnus Financial Group
New York
$3.6M -$9.3K -120 -0.3%
PAS
808
PKS Advisory Services
New York
$3.57M +$143K +1,847 +4%
SG
809
StoneX Group
New York
$3.55M -$9.38K -121 -0.3%
CA
810
Clune & Associates
Illinois
$3.54M -$1.72M -22,126 -34%
CFA
811
CWS Financial Advisors
Michigan
$3.53M +$8.84K +114 +0.3%
DF
812
Downshift Financial
Colorado
$3.53M -$10.2M -131,419 -75%
EWA
813
Encompass Wealth Advisors
Oregon
$3.53M +$620 +8 +0%
RCIM
814
Red Cedar Investment Management
Michigan
$3.53M
OCM
815
Objective Capital Management
Ohio
$3.51M -$63.4K -818 -2%
FPW
816
Flywheel Private Wealth
California
$3.51M -$26.2K -338 -0.8%
SWM
817
SHP Wealth Management
Massachusetts
$3.5M -$22.6M -291,435 -87%
TFGT
818
TS Financial Group (TSFG)
Illinois
$3.5M -$92.5K -1,193 -3%
PIAS
819
PCA Investment Advisory Services
Ohio
$3.48M -$148K -1,906 -4%
MWM
820
Meridian Wealth Management
Kentucky
$3.46M -$436K -5,618 -12%
SSI
821
Scott & Selber Inc
Texas
$3.44M
CAWM
822
Capital Advisors Wealth Management
Washington
$3.43M -$70K -903 -2%
AWA
823
Adapt Wealth Advisors
Georgia
$3.41M -$230K -2,964 -7%
4WM
824
49 Wealth Management
Texas
$3.41M +$3.28M +42,308 New
A
825
Alongside
Texas
$3.41M +$3.28M +42,308 New

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.