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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
IAG
1126
Investment Advisory Group
Massachusetts
$1.7M +$404K +5,217 +33%
DG
1127
Dala Group
Illinois
$1.7M -$447K -5,768 -22%
MPPHD
1128
Maloon Powers Pitre Higgins & Dennehy
California
$1.69M +$1.63M +21,032 New
WTFG
1129
Wood Tarver Financial Group
Idaho
$1.69M -$85.5K -1,103 -5%
AIM
1130
Aspen Investment Management
Michigan
$1.68M -$33.1K -427 -2%
SAG
1131
SageView Advisory Group
California
$1.68M -$337K -4,344 -17%
PWS
1132
Pursuit Wealth Strategies
North Carolina
$1.67M +$18.5K +239 +1%
ONB
1133
Old National Bancorp
Indiana
$1.67M +$44.8K +578 +3%
GWM
1134
Geneos Wealth Management
Colorado
$1.67M +$182K +2,353 +13%
FB
1135
Fulton Bank
Pennsylvania
$1.66M +$320K +4,124 +25%
GFP
1136
Gainline Financial Partners
Colorado
$1.66M +$1.6M +20,620 New
ICP
1137
Interchange Capital Partners
Pennsylvania
$1.66M -$111K -1,428 -6%
HIA
1138
Harbor Investment Advisory
Maryland
$1.65M -$105K -1,358 -6%
GW
1139
Graetz Wealth
Michigan
$1.65M +$41.5K +535 +3%
MCWS
1140
McKinley Carter Wealth Services
West Virginia
$1.64M -$35.5K -458 -2%
FNT
1141
First National Trust
Pennsylvania
$1.64M -$133K -1,713 -8%
PG
1142
Proffitt & Goodson
Tennessee
$1.64M +$154K +1,982 +11%
AP
1143
Appleton Partners
Massachusetts
$1.63M -$93.5K -1,206 -6%
AWM
1144
AAF Wealth Management
Massachusetts
$1.62M -$1.17M -15,111 -43%
WPW
1145
Watershed Private Wealth
Illinois
$1.62M -$94.9K -1,224 -6%
AR
1146
Advisory Research
Illinois
$1.62M +$15.1K +195 +1%
CA
1147
Cambridge Associates
Massachusetts
$1.61M
VA
1148
Vident Advisory
Georgia
$1.61M -$296K -3,822 -16%
TA
1149
TrueWealth Advisors
Alabama
$1.6M +$853 +11 +0.1%
RSVP
1150
Ramsay Stattman Vela & Price
Colorado
$1.6M

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.