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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
NEWAS
951
N.E.W. Advisory Services
Wisconsin
$2.62M +$31.3K +404 +1%
GS
952
GWN Securities
Florida
$2.61M +$112K +1,447 +5%
V
953
VeraBank
Texas
$2.61M -$93K -1,200 -4%
LNWTC
954
Laird Norton Wetherby Trust Company
Washington
$2.61M -$104K -1,342 -4%
RBC
955
Romano Brothers & Co
Illinois
$2.6M +$6.36K +82 +0.3%
HTC
956
Haverford Trust Company
Pennsylvania
$2.59M -$543K -7,008 -18%
FCM
957
Fell Capital Management
California
$2.59M -$3.1K -40 -0.1%
BFA
958
Bragg Financial Advisors
North Carolina
$2.58M -$26K -335 -1%
AL
959
Aspiriant LLC
California
$2.58M +$653K +8,418 +36%
JWA
960
JFS Wealth Advisors
Pennsylvania
$2.58M +$152K +1,960 +7%
APWM
961
Argonautica Private Wealth Management
Massachusetts
$2.57M +$37.1K +478 +2%
CWM
962
Carolina Wealth Management
North Carolina
$2.57M +$2.47M +31,838 New
FIA
963
Foundations Investment Advisors
Arizona
$2.56M +$264K +3,410 +12%
DWS
964
Dynamic Wealth Strategies
California
$2.53M +$53.2K +686 +2%
NWWA
965
New Wave Wealth Advisors
Arkansas
$2.53M +$515K +6,645 +27%
MA
966
MONECO Advisors
Connecticut
$2.52M +$389K +5,015 +19%
SG
967
Sherry Group
Arkansas
$2.52M -$17.8K -230 -0.7%
BWM
968
BankPlus Wealth Management
Mississippi
$2.52M +$373K +4,806 +18%
DC
969
DeDora Capital
California
$2.52M -$75K -967 -3%
IF
970
Ironwood Financial
Arizona
$2.52M +$19.9K +257 +0.8%
SFPG
971
Stonebridge Financial Planning Group
Florida
$2.51M +$49.5K +638 +2%
Members Trust
972
Members Trust
Florida
$2.51M +$49.5K +638 +2%
RFM
973
Royal Fund Management
Florida
$2.5M -$21.4K -276 -0.9%
HWA
974
Heritage Wealth Advisors
Virginia
$2.49M -$148K -1,904 -6%
FCA
975
FLC Capital Advisors
California
$2.48M -$99.2K -1,279 -4%

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.