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Vanguard Morningstar Mid-Cap ETF

2,471 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, 1,030 increasing their positions, 931 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: 1,030 | Existing positions reduced: 931

3% more funds holding

Funds holding: 2,3942,471 (+77)

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
2,471
Holders Change
+77
Holders Change %
+3.22%
% of All Funds
29.86%
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
1,030
Reduced
931
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
VVP
101
Venture Visionary Partners
Ohio
$63.3M +$3.24M +41,844 +6%
CI
102
CX Institutional
Indiana
$61.8M +$4.77M +61,527 +9%
LIM
103
Leavell Investment Management
Alabama
$61.1M -$1.21M -15,602 -2%
CWM
104
Connecticut Wealth Management
Connecticut
$59.7M -$2.41M -31,040 -4%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$56.9M +$550K +7,092 +1%
NQWM
106
Northwest Quadrant Wealth Management
Oregon
$56.6M +$715K +9,228 +1%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$56.4M -$16.4M -210,928 -23%
PCTC
108
Perkins Coie Trust Company
Washington
$56.3M -$827K -10,666 -2%
First Manhattan
109
First Manhattan
New York
$56.3M +$5.64M +72,736 +12%
NYLIM
110
New York Life Investment Management
New York
$55.5M -$1.49M -19,257 -3%
FFS
111
Founders Financial Securities
Maryland
$55.1M +$8.6M +110,898 +19%
PAG
112
Private Advisor Group
New Jersey
$54.7M -$12.4M -160,581 -19%
CFFP
113
Center for Financial Planning
Michigan
$54.6M +$552K +7,115 +1%
NB
114
Nicolet Bankshares
Wisconsin
$54.5M +$7.59M +97,864 +17%
HI
115
Horizon Investments
North Carolina
$54.5M -$35M -451,261 -40%
BMC
116
Bear Mountain Capital
Washington
$54.1M +$1M +12,934 +2%
WB
117
WesBanco Bank
West Virginia
$52.8M +$4.53M +58,391 +10%
CIC
118
Cutler Investment Counsel
Oregon
$52.7M +$734K +9,462 +1%
Lido Advisors
119
Lido Advisors
California
$51.6M +$197K +2,539 +0.4%
BBA
120
BLB&B Advisors
Pennsylvania
$50.8M -$226K -2,909 -0.5%
FFA
121
Farther Finance Advisors
California
$50.5M +$1.36M +17,483 +3%
NHT
122
New Hampshire Trust
New Hampshire
$50.4M -$6.85M -88,366 -12%
MCM
123
MAI Capital Management
Ohio
$50.2M +$6.76M +87,219 +16%
TTWM
124
TCV Trust & Wealth Management
Virginia
$50M -$461K -5,948 -1%
HWA
125
Heartwood Wealth Advisors
Virginia
$49.9M +$1.9M +24,515 +4%

VO Hedge Fund Activity: Q2 2026 in Review

2,471 of the 8,274 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 1,030 added to existing stakes and 931 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.

  • 2,471 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.