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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
BMWM
1051
Brown Miller Wealth Management
Virginia
$1.98M -$25.8K -333 -1%
BCI
1052
Brinker Capital Investments
Pennsylvania
$1.97M -$86.1K -1,111 -4%
PRP
1053
Peak Retirement Planning
Ohio
$1.96M -$5.09M -65,670 -73%
CFIA
1054
Cantor Fitzgerald Investment Advisors
New York
$1.96M +$54K +696 +3%
RWM
1055
Riverbend Wealth Management
South Carolina
$1.96M +$86.5K +1,116 +5%
KFAS
1056
Keating Financial Advisory Services
Kansas
$1.95M -$147K -1,896 -7%
IFA
1057
Interactive Financial Advisors
Illinois
$1.95M +$31.7K +409 +2%
CT
1058
Coastline Trust
Rhode Island
$1.95M +$434K +5,595 +30%
ATC
1059
Adirondack Trust Company
New York
$1.95M -$155 -2 -0%
TMWM
1060
Taylor & Morgan Wealth Management
Michigan
$1.94M +$338K +4,362 +22%
PCH
1061
PGIM Custom Harvest
New Jersey
$1.94M -$88.7K -1,144 -5%
OFG
1062
Oxford Financial Group
Indiana
$1.93M -$175K -2,262 -9%
AA
1063
Ascent Advisors
Minnesota
$1.92M +$180K +2,326 +11%
BRIA
1064
Balanced Rock Investment Advisors
Massachusetts
$1.92M -$58.5K -754 -3%
V
1065
ViaWealth
Kansas
$1.92M -$3.64K -47 -0.2%
WAG
1066
Winthrop Advisory Group
Massachusetts
$1.92M +$152K +1,964 +9%
HG
1067
Harbor Group
New Hampshire
$1.91M -$26.9K -347 -1%
FCB
1068
First County Bank
Connecticut
$1.91M -$211K -2,727 -10%
BSB
1069
Bangor Savings Bank
Maine
$1.9M -$5.66K -73 -0.3%
CHAM
1070
Clear Harbor Asset Management
Connecticut
$1.89M -$388 -5 -0%
Neuberger Berman Group
1071
Neuberger Berman Group
New York
$1.88M -$222K -2,858 -11%
HW
1072
Hancock Whitney
Mississippi
$1.87M -$4.51M -58,113 -71%
IF
1073
Intrua Financial
Texas
$1.87M -$70K -903 -4%
KDA
1074
Kraft Davis & Associates
Missouri
$1.87M -$3.15M -40,679 -63%
LWMNY
1075
Landmark Wealth Management (New York)
New York
$1.87M -$35.6K -459 -2%

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.