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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, 1,032 increasing their positions, 929 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: 1,032 | Existing positions reduced: 929

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
1,032
Reduced
929
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
AMM
876
American Money Management
California
$3.03M -$127K -1,640 -4%
RWM
877
Ritholtz Wealth Management
New York
$3.03M -$2.26M -29,094 -44%
MAA
878
Matrix Asset Advisors
New York
$3.02M +$522K +6,736 +22%
ESB
879
Essex Savings Bank
Connecticut
$3.01M +$290K +3,738 +11%
TCG
880
Transcendent Capital Group
Oklahoma
$3.01M -$930 -12 -0%
GLLW
881
Graves Light Lenhart Wealth
Virginia
$3.01M +$1.16K +15 +0%
GJIA
882
Glass Jacobson Investment Advisors
Maryland
$3M -$3.72K -48 -0.1%
ACGA
883
Atlanta Consulting Group Advisors
Georgia
$3M +$304K +3,923 +12%
YWM
884
Yukon Wealth Management
Kansas
$2.99M +$1.75M +22,581 +155%
CCG
885
Chatham Capital Group
Georgia
$2.99M
MPCL
886
My Personal CFO LLC
Washington
$2.99M -$379K -4,892 -12%
LSPW
887
Lake Street Private Wealth
Illinois
$2.97M
2WWM
888
21 West Wealth Management
California
$2.97M +$5.5K +71 +0.2%
AFM
889
Abbot Financial Management
Massachusetts
$2.96M
PWMA
890
Pension & Wealth Management Advisors
Massachusetts
$2.96M +$233 +3 +0%
SFCL
891
Strengthening Families & Communities LLC
Massachusetts
$2.96M +$6.67K +86 +0.2%
WFA
892
West Financial Advisors
Iowa
$2.96M -$90.2K -1,164 -3%
GIM
893
Goelzer Investment Management
Indiana
$2.95M -$310 -4 -0%
MWM
894
Mission Wealth Management
California
$2.94M +$1.28M +16,489 +83%
CWA
895
CM Wealth Advisors
Ohio
$2.93M
WWA
896
WCG Wealth Advisors
Nevada
$2.93M +$2.82M +36,338 New
National Bank of Canada
897
National Bank of Canada
Quebec, Canada
$2.91M -$117K -1,507 -4%
BFA
898
Beaumont Financial Advisors
Massachusetts
$2.91M +$40.8K +526 +1%
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$2.91M +$16.7K +215 +0.6%
MSFS
900
Main Street Financial Solutions
Pennsylvania
$2.9M -$67.2K -867 -2%

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 1,032 added to existing stakes and 929 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.