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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
PBF
1026
Petix & Botte Financial
California
$2.12M +$1M +12,945 +97%
VFP
1027
Vilga Financial Planning
New Jersey
$2.12M -$20.4K -263 -1%
SPF
1028
South Plains Financial
Texas
$2.1M -$385K -4,960 -16%
LFA
1029
Laraway Financial Advisors
Minnesota
$2.1M -$26.3K -339 -1%
LCC
1030
Lincoln Capital Corp
Rhode Island
$2.09M -$1.01K -13 -0.1%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$2.09M +$159K +2,056 +9%
YWS
1032
Yarger Wealth Strategies
Ohio
$2.08M -$8.92K -115 -0.4%
RWM
1033
Rockwood Wealth Management
Pennsylvania
$2.08M +$71.8K +926 +4%
CWM
1034
Clearview Wealth Management
California
$2.07M
OFG
1035
Opulen Financial Group
Virginia
$2.06M +$388 +5 +0%
IA
1036
IFG Advisory
Georgia
$2.05M +$1.97M +25,389 +158,681%
NF
1037
Nvest Financial
New Hampshire
$2.05M +$359K +4,632 +22%
HIM
1038
Hanlon Investment Management
New Jersey
$2.03M +$614K +7,926 +46%
JAWA
1039
John A. Wolfe & Associates
Michigan
$2.03M -$24.3K -314 -1%
MSS
1040
Mitchell Sinkler & Starr
Pennsylvania
$2.02M +$126K +1,628 +7%
SFS
1041
Security Financial Services
Indiana
$2.02M -$13.7K -177 -0.7%
PAM
1042
Peak Asset Management
Colorado
$2.02M -$16K -206 -0.8%
CW
1043
Curio Wealth
Maryland
$2.01M -$101K -1,299 -5%
LAM
1044
LOM Asset Management
$2M +$94.3K +1,217 +5%
KJWM
1045
Kiley Juergens Wealth Management
Washington
$2M -$60.2K -777 -3%
BAM
1046
BOS Asset Management
Illinois
$1.99M +$11.9K +154 +0.6%
SVWG
1047
Shared Vision Wealth Group
United States
$1.99M +$1.15M +14,792 +149%
JCM
1048
Jacobi Capital Management
Pennsylvania
$1.99M +$143K +1,849 +8%
ACA
1049
Arsenal Capital Advisors
Pennsylvania
$1.98M +$64.1K +827 +3%
WJWM
1050
Williams Jones Wealth Management
New York
$1.98M

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.