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Vanguard Morningstar Mid-Cap ETF

2,472 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, 1,033 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: 1,033 | Existing positions reduced: 929

3% more funds holding

Funds holding: 2,3942,472 (+78)

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
2,472
Holders Change
+78
Holders Change %
+3.26%
% of All Funds
29.87%
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
1,033
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
AFS
1001
AFG Fiduciary Services
Massachusetts
$2.27M -$74K -954 -3%
EFL
1002
ERn Financial LLC
Wisconsin
$2.27M -$131K -1,685 -6%
CIA
1003
Choate Investment Advisors
Massachusetts
$2.27M -$200K -2,579 -8%
AIM
1004
AMI Investment Management
Indiana
$2.25M +$62.6K +808 +3%
FCM
1005
Fortis Capital Management
Washington
$2.23M +$4.73K +61 +0.2%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$2.23M -$6.98K -90 -0.3%
SSW
1007
Stone Summit Wealth
Florida
$2.22M -$19.6K -253 -0.9%
BWIA
1008
Bryant Woods Investment Advisors
New York
$2.2M +$2.12M +27,283 New
PL
1009
Plancorp LLC
Missouri
$2.18M -$99.2K -1,280 -5%
RCM
1010
RMR Capital Management
California
$2.18M +$38.1K +492 +2%
MF
1011
Montis Financial
Massachusetts
$2.18M
MWM
1012
MY Wealth Management
Maryland
$2.17M -$2.66M -34,343 -56%
OFG
1013
Orcam Financial Group
California
$2.17M +$1.5M +19,310 +254%
RIP
1014
Reliant Investment Partners
North Carolina
$2.17M -$67.1K -866 -3%
VFG
1015
Victory Financial Group
Texas
$2.16M -$195K -2,510 -9%
RT
1016
Rockland Trust
Massachusetts
$2.16M -$20.5K -264 -1%
WIA
1017
Wetzel Investment Advisors
Indiana
$2.16M -$78.1K -1,008 -4%
ACA
1018
Atlas Capital Advisors
Wyoming
$2.15M -$19K -245 -0.9%
SPA
1019
Sentinel Pension Advisors
Massachusetts
$2.15M -$2.56K -33 -0.1%
NLP
1020
Next Level Private
New York
$2.14M -$7.29K -94 -0.4%
HFO
1021
Heritage Family Offices
Arizona
$2.14M +$692K +8,932 +51%
PEWA
1022
Pacific Excel Wealth Advisors
California
$2.14M +$2.06M +26,580 New
CCWM
1023
Cassaday & Co Wealth Management
Virginia
$2.13M -$5.81K -75 -0.3%
MI
1024
Moneywise Inc
Virginia
$2.13M -$102K -1,321 -5%
CFM
1025
Cornerstone Financial Management
Massachusetts
$2.13M +$1.08K +14 +0.1%

VO Hedge Fund Activity: Q2 2026 in Review

2,472 of the 8,275 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 1,033 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.

  • 2,472 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.