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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
LIA
901
Lynx Investment Advisory
District of Columbia
$2.9M +$2.44M +31,499 +707%
SP
902
Stablepoint Partners
Massachusetts
$2.89M +$74.2K +957 +3%
SBH
903
Segall Bryant & Hamill
Illinois
$2.89M +$2.78M +35,912 New
IP
904
Investment Partners
Ohio
$2.89M -$98.5K -1,270 -3%
PA
905
PFG Advisors
Arizona
$2.88M -$97.8K -1,262 -3%
TBFA
906
Three Bearings Fiduciary Advisors
New Hampshire
$2.88M -$71.7K -925 -3%
WWM
907
Western Wealth Management
Colorado
$2.88M +$33.2K +428 +1%
CWA
908
Centerline Wealth Advisors
Kentucky
$2.87M -$66.1K -853 -2%
JAA
909
Joel Adams & Associates
North Carolina
$2.87M -$13.1K -169 -0.5%
PCM
910
Pennsylvania Capital Management
Pennsylvania
$2.86M +$543 +7 +0%
CI
911
Conning Inc
Connecticut
$2.85M
DWM
912
Dogwood Wealth Management
Kansas
$2.85M
Allspring Global Investments
913
Allspring Global Investments
North Carolina
$2.85M +$294K +3,790 +12%
NPI
914
New Perspectives Inc
Mississippi
$2.83M -$20.2K -261 -0.7%
IP
915
Intellectus Partners
California
$2.82M +$1.47K +19 +0.1%
SWA
916
SOA Wealth Advisors
New York
$2.81M -$513K -6,618 -16%
ACA
917
Affinity Capital Advisors
California
$2.8M -$10.6K -137 -0.4%
Vanguard Personalized Indexing Management
918
Vanguard Personalized Indexing Management
California
$2.8M +$10.9K +140 +0.4%
MFPI
919
Midwest Financial Partners Investments
Minnesota
$2.79M +$784K +10,118 +41%
PFSC
920
Peoples Financial Services Corp
Pennsylvania
$2.78M +$19.9K +257 +0.7%
BOC
921
Bull Oak Capital
California
$2.78M -$236K -3,044 -8%
IFA
922
Index Fund Advisors
California
$2.78M +$86.1K +1,111 +3%
CPA
923
Compass Planning Associates
Massachusetts
$2.77M +$773K +9,966 +41%
RCS
924
R2 Capital Strategies
Nebraska
$2.76M +$2.65M +34,226 New
RW
925
REDW Wealth
New Mexico
$2.75M +$166K +2,142 +7%

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.