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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
KFA
926
Kelleher Financial Advisors
New York
$2.74M +$1.2M +15,466 +84%
BTI
927
Blue Trust Inc
Georgia
$2.73M -$83.3K -1,074 -3%
TCA
928
Transcend Capital Advisors
New Jersey
$2.72M +$20.2K +261 +0.8%
Fisher Asset Management
929
Fisher Asset Management
Washington
$2.72M +$865K +11,158 +49%
LW
930
Linscomb Wealth
Texas
$2.71M -$37.5K -484 -1%
EWM
931
Empirical Wealth Management
Washington
$2.7M -$216K -2,783 -8%
OHWP
932
Oak Harbor Wealth Partners
North Carolina
$2.7M -$15.8M -204,085 -86%
DWM
933
Defined Wealth Management
Oregon
$2.7M +$31.2K +402 +1%
SWM
934
Segment Wealth Management
Texas
$2.69M -$155 -2 -0%
NCTC
935
New Covenant Trust Company
Indiana
$2.69M +$368K +4,752 +17%
CCA
936
Clarity Capital Advisors
Florida
$2.69M +$5.81K +75 +0.2%
FWM
937
Fingerlakes Wealth Management
New York
$2.68M -$7.29K -94 -0.3%
FFO
938
Fiduciary Family Office
Florida
$2.68M +$1.18M +15,176 +84%
PFA
939
Portland Financial Advisors
New York
$2.68M +$101K +1,301 +4%
DIG
940
Daniel Investment Group
Michigan
$2.68M +$2.58M +33,253 New
TDWM
941
Topel & Distasi Wealth Management
California
$2.68M -$98.5K -1,270 -4%
GA
942
Goldstein Advisors
Wisconsin
$2.67M +$1.26M +16,223 +96%
SHGA
943
Sand Hill Global Advisors
California
$2.66M -$215K -2,774 -8%
PG
944
Patten Group
Tennessee
$2.65M -$212K -2,730 -8%
CFG
945
Cornerstone Financial Group
Nebraska
$2.63M -$7.6M -97,992 -75%
LS
946
LCW Services
Virginia
$2.63M +$45.3K +584 +2%
WDG
947
Wealth Dimensions Group
Ohio
$2.63M +$9.92K +128 +0.4%
IWA
948
Inspirion Wealth Advisors
Illinois
$2.62M +$10.3K +133 +0.4%
HCMT
949
Highland Capital Management (Tennessee)
Tennessee
$2.62M -$3.72K -48 -0.1%
TFCP
950
Twin Focus Capital Partners
Massachusetts
$2.62M +$3.18K +41 +0.1%

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.