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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
RIS
1101
Richmond Investment Services
Wisconsin
$1.78M -$2.11M -27,160 -55%
CAM
1102
Chandler Asset Management
California
$1.78M
DIA
1103
Dana Investment Advisors
Wisconsin
$1.78M +$319K +4,115 +23%
PS
1104
Planning Strategies
Pennsylvania
$1.78M +$1.71M +22,046 New
MGWM
1105
Marks Group Wealth Management
Minnesota
$1.78M +$78 +1 +0%
WA
1106
Waystone Advisors
Washington
$1.77M +$68.9K +889 +4%
PD
1107
Planning Directions
Pennsylvania
$1.77M -$266K -3,434 -14%
FA
1108
Flagstar Advisors
New York
$1.76M -$7.99K -103 -0.5%
FW
1109
Fairway Wealth
Ohio
$1.76M +$232K +2,991 +16%
VIM
1110
Vista Investment Management
Pennsylvania
$1.76M -$7.05K -91 -0.4%
SW
1111
Simplicity Wealth
New Jersey
$1.75M -$1.47M -18,966 -47%
BFO
1112
Biltmore Family Office
North Carolina
$1.74M +$9.3K +120 +0.6%
BIP
1113
Blueprint Investment Partners
North Carolina
$1.74M +$1.67M +21,540 New
WWC
1114
Waypoint Wealth Counsel
Georgia
$1.74M -$208K -2,685 -11%
SEI Investments
1115
SEI Investments
Pennsylvania
$1.73M +$278K +3,586 +20%
GI
1116
GAMMA Investing
California
$1.73M +$5.58K +72 +0.3%
PB
1117
Prosperity Bancshares
Texas
$1.72M +$388K +5,008 +31%
YIM
1118
Yoffe Investment Management
Pennsylvania
$1.72M -$155 -2 -0%
CF
1119
Calder Financial
Pennsylvania
$1.72M +$46.1K +595 +3%
EFG
1120
Everhart Financial Group
Ohio
$1.72M +$30.5K +394 +2%
CA
1121
Crewe Advisors
Utah
$1.72M +$113K +1,462 +7%
CWA
1122
Crux Wealth Advisors
California
$1.71M -$41.1K -530 -2%
IAS
1123
IMA Advisory Services
Colorado
$1.71M +$1.62M +20,875 +5,930%
TPWA
1124
Twin Peaks Wealth Advisors
California
$1.7M -$25.7K -331 -2%
GC
1125
Grange Capital
Oregon
$1.7M -$5.89K -76 -0.4%

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.