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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
CD
1176
Chapin Davis
Maryland
$1.51M +$4.73K +61 +0.3%
ADL
1177
Asset Dedication LLC
California
$1.51M -$9.3K -120 -0.6%
MFG
1178
Mosaic Financial Group
Illinois
$1.51M +$1.16K +15 +0.1%
Fiera Capital (Canada)
1179
Fiera Capital (Canada)
Quebec, Canada
$1.51M -$136K -1,748 -9%
SWA
1180
Strategies Wealth Advisors
Michigan
$1.5M +$43.6K +563 +3%
GSWM
1181
Golden State Wealth Management
California
$1.5M +$6.05K +78 +0.4%
LWM
1182
Level Wealth Management
North Carolina
$1.5M +$1.08K +14 +0.1%
GC
1183
Gilbert & Cook
Iowa
$1.49M -$41.9K -540 -3%
MAWA
1184
Moss Adams Wealth Advisors
Washington
$1.48M
ECM
1185
Evergreen Capital Management
Washington
$1.48M
LWM
1186
LJI Wealth Management
Indiana
$1.48M -$23.5K -303 -2%
QFP
1187
Quantum Financial Partners
Kansas
$1.47M +$1.42M +18,292 New
ECM
1188
EagleClaw Capital Management
Massachusetts
$1.47M
SL
1189
Sentinus LLC
Illinois
$1.47M +$1.41M +18,206 New
PPF
1190
Pacific Park Financial
California
$1.46M +$364K +4,698 +35%
PGA
1191
Portland Global Advisors
Maine
$1.46M -$167K -2,150 -11%
CWMGP
1192
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.46M -$10.6K -137 -0.8%
PCA
1193
Pallas Capital Advisors
Massachusetts
$1.46M -$125K -1,615 -8%
GC
1194
Granville Capital
North Carolina
$1.46M +$1.94K +25 +0.1%
CSF
1195
Capital Squared Financial
Maryland
$1.44M -$74K -955 -5%
HFS
1196
Hantz Financial Services
Michigan
$1.44M +$1.06M +13,729 +329%
FMI
1197
Financial Management Inc
Arkansas
$1.44M +$3.95K +51 +0.3%
DAS
1198
DMKC Advisory Services
Iowa
$1.44M -$2.64K -34 -0.2%
GKIM
1199
GW&K Investment Management
Massachusetts
$1.44M +$39.7K +512 +3%
TW
1200
Trajan Wealth
Arizona
$1.44M +$49.2K +635 +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.