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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
FFW
826
Fusion Family Wealth
New York
$3.37M -$71.1K -917 -2%
WF
827
Welch & Forbes
Massachusetts
$3.34M -$37.8K -488 -1%
MWM
828
MorganRosel Wealth Management
Colorado
$3.33M +$244K +3,153 +8%
CAMG
829
CWA Asset Management Group
Florida
$3.33M -$6.75K -87 -0.2%
BCA
830
Bay Colony Advisors
Massachusetts
$3.32M +$19.9K +257 +0.6%
RWM
831
RMG Wealth Management
Wisconsin
$3.31M -$9.27M -119,594 -75%
WS
832
Wedbush Securities
California
$3.3M -$136K -1,754 -4%
AAM
833
Aureus Asset Management
Massachusetts
$3.29M -$275K -3,553 -8%
PTC
834
Private Trust Company
Ohio
$3.29M +$474K +6,118 +18%
PI
835
PFG Investments
New York
$3.28M +$14.9K +192 +0.5%
OL
836
Optas LLC
Texas
$3.28M -$458K -5,913 -13%
FPFC
837
Financial Planning Fort Collins
Colorado
$3.28M -$9.39M -121,084 -75%
FFL
838
Financial Freedom LLC
Ohio
$3.28M -$56.8K -733 -2%
AWA
839
Arete Wealth Advisors
Illinois
$3.26M +$3.14M +40,459 New
SWM
840
Selby Wealth Management
California
$3.25M -$48.6K -627 -2%
SIP
841
Snowwater Investment Partners
Connecticut
$3.25M +$6.28K +81 +0.2%
HNWAG
842
High Net Worth Advisory Group
Florida
$3.25M -$268K -3,460 -8%
Tudor Investment Corp
843
Tudor Investment Corp
Connecticut
$3.24M +$2.65M +34,137 +563%
JSA
844
Jim Saulnier & Associates
Colorado
$3.23M +$2.34M +30,245 +309%
CAC
845
Certified Advisory Corp
Florida
$3.23M +$24.6K +317 +0.8%
TW
846
TritonPoint Wealth
Maryland
$3.22M -$173K -2,228 -5%
TP
847
TritonPoint Partners
Maryland
$3.22M +$3.1M +39,956 New
SWM
848
Steelhead Wealth Management
Virginia
$3.22M -$5.17M -66,740 -63%
BFO
849
Boston Family Office
Massachusetts
$3.21M +$3.33K +43 +0.1%
EA
850
Eclectic Associates
California
$3.21M -$8.37K -108 -0.3%

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.