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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
BST
1201
Bath Savings Trust
Maine
$1.43M +$85.7K +1,105 +7%
AGWCA
1202
Annis Gardner Whiting Capital Advisors
Florida
$1.43M +$344K +4,433 +33%
O3W
1203
Omni 360 Wealth
New Jersey
$1.43M +$243K +3,136 +21%
FNB
1204
Farmers National Bank
Kentucky
$1.43M +$31K +400 +2%
ALA
1205
Atlas Legacy Advisors
California
$1.42M -$32.5K -419 -2%
HC
1206
Hourglass Capital
Texas
$1.42M
MWM
1207
Madrid Wealth Management
New Mexico
$1.41M -$4.65K -60 -0.3%
3IP
1208
3Chopt Investment Partners
Virginia
$1.41M
EWA
1209
Etesian Wealth Advisors
Oregon
$1.41M -$42.8K -552 -3%
BFA
1210
Blueprint Financial Advisors
North Carolina
$1.4M +$1.35M +17,426 New
ATI
1211
ARK & TLK Investments
Oklahoma
$1.4M +$78 +1 +0%
OFP
1212
OLIO Financial Planning
Virginia
$1.4M -$71.6K -924 -5%
SIAS
1213
Summit Investment Advisory Services
Minnesota
$1.4M +$7.99K +103 +0.6%
SFG
1214
Synergy Financial Group
California
$1.39M -$322K -4,148 -19%
PMFA
1215
Plante Moran Financial Advisors
Michigan
$1.39M +$78.4K +1,011 +6%
SQA
1216
Simon Quick Advisors
New Jersey
$1.39M +$141K +1,822 +12%
SEP
1217
Southland Equity Partners
Missouri
$1.39M -$9.92K -128 -0.7%
RWM
1218
Revisor Wealth Management
Ohio
$1.39M +$146K +1,889 +12%
HWMG
1219
Hurlow Wealth Management Group
Indiana
$1.39M
HNW
1220
High Note Wealth
Minnesota
$1.39M -$155 -2 -0%
WP
1221
Westmount Partners
California
$1.39M +$773K +9,971 +138%
ICP
1222
Impact Capital Partners
Colorado
$1.38M -$620 -8 -0%
NEPWA
1223
New England Private Wealth Advisors
Massachusetts
$1.38M -$19.8K -255 -1%
Calamos Advisors
1224
Calamos Advisors
Illinois
$1.38M -$5.02M -64,708 -79%
TA
1225
Tactive Advisors
Florida
$1.38M -$35.7K -461 -3%

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.