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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
SF
851
SWP Financial
California
$3.19M -$68.7K -886 -2%
RWP
852
Revolve Wealth Partners
New Jersey
$3.18M -$6.05K -78 -0.2%
MWA
853
Monograph Wealth Advisors
California
$3.18M +$416K +5,360 +16%
MPI
854
Mairs & Power Inc
Minnesota
$3.17M -$360K -4,640 -11%
JWBC
855
John W. Brooker & Co
California
$3.17M +$914K +11,792 +43%
BL
856
Balentine LLC
Georgia
$3.16M -$128K -1,652 -4%
GSIAS
857
Garden State Investment Advisory Services
New Jersey
$3.15M -$388 -5 -0%
KAM
858
Knightsbridge Asset Management
California
$3.15M +$67.4K +870 +2%
SA
859
Sincerus Advisory
New York
$3.15M -$98.9K -1,276 -3%
NAS
860
NWF Advisory Services
California
$3.14M -$376K -4,856 -11%
AWM
861
Aprio Wealth Management
Georgia
$3.11M -$670K -8,647 -18%
MTIC
862
Missouri Trust & Investment Company
Missouri
$3.1M -$10.9K -140 -0.4%
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$3.1M -$5.89K -76 -0.2%
WSFS
864
Wilmington Savings Fund Society
Delaware
$3.09M -$26.2K -338 -0.9%
BBWP
865
Beacon Bridge Wealth Partners
Pennsylvania
$3.09M -$107K -1,377 -3%
FRA
866
Frank Rimerman Advisors
California
$3.08M -$49.9K -644 -2%
FT
867
Fiduciary Trust
Massachusetts
$3.08M -$5.19K -67 -0.2%
WA
868
Wealth Alliance
New York
$3.07M -$507K -6,535 -15%
RPCONE
869
Retirement Planning Company of New England
Rhode Island
$3.07M -$41K -529 -1%
CM
870
Columbus Macro
Pennsylvania
$3.06M +$9.23K +119 +0.3%
SIA
871
Soltis Investment Advisors
Utah
$3.05M -$247K -3,182 -8%
ACS
872
Archford Capital Strategies
Illinois
$3.05M +$102K +1,313 +4%
SKK
873
Shepherd Kaplan Krochuk
Massachusetts
$3.05M +$8.99K +116 +0.3%
LPAM
874
Lodestar Private Asset Management
California
$3.04M +$132K +1,699 +5%
HH
875
Hilltop Holdings
Texas
$3.04M -$202K -2,600 -6%

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.