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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
SA
1076
SoundView Advisors
Washington
$1.86M -$38.5K -496 -2%
First Trust Advisors
1077
First Trust Advisors
Illinois
$1.86M -$6.82K -88 -0.4%
LHEI
1078
Leo H. Evart Inc
California
$1.86M +$24K +309 +1%
CIAS
1079
CFS Investment Advisory Services
New Jersey
$1.85M
MAG
1080
Meadowbrook Advisors Group
New Jersey
$1.83M +$1.77M +22,772 New
SIS
1081
Sound Income Strategies
Florida
$1.83M +$82.3K +1,061 +5%
CWP
1082
Cyndeo Wealth Partners
Florida
$1.83M -$4.57K -59 -0.3%
SAM
1083
Sherman Asset Management
California
$1.82M +$238K +3,069 +16%
OC
1084
Optima Capital
Oregon
$1.82M +$27.4K +354 +2%
MWM
1085
Mascagni Wealth Management
Mississippi
$1.82M -$17.4K -225 -1%
CCA
1086
Checchi Capital Advisers
California
$1.81M +$27.4K +353 +2%
BPWM
1087
BCS Private Wealth Management
New Jersey
$1.81M
PAG
1088
Powers Advisory Group
Illinois
$1.81M +$229K +2,959 +15%
SWA
1089
Strata Wealth Advisors
Texas
$1.81M -$87.6K -1,130 -5%
MBT
1090
Montecito Bank & Trust
California
$1.8M +$330K +4,262 +23%
LC
1091
Luminist Capital
Michigan
$1.8M +$143K +1,849 +9%
OC
1092
Oakworth Capital
Alabama
$1.8M +$7.44K +96 +0.4%
FA
1093
FF Advisors
California
$1.8M -$4.26M -54,892 -71%
SLWM
1094
Stone Loft Wealth Management
Pennsylvania
$1.8M +$4.65K +60 +0.3%
FWP
1095
Forefront Wealth Partners
Texas
$1.79M +$30.7K +396 +2%
SWM
1096
Spire Wealth Management
Virginia
$1.79M -$61.9K -798 -3%
PTP
1097
Platform Technology Partners
New York
$1.79M +$41.9K +540 +2%
AG
1098
AlTi Global
New York
$1.79M
HCA
1099
Heck Capital Advisors
Wisconsin
$1.79M +$366K +4,724 +27%
BBFA
1100
Brindle & Bay Financial Advisors
Texas
$1.79M -$3.8M -49,026 -69%

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.