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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
KWA
1226
Kellett Wealth Advisors
Ohio
$1.37M +$32.5K +419 +3%
WMWM
1227
Wilkins Miller Wealth Management
Alabama
$1.37M +$144K +1,862 +12%
SCM
1228
Sidoxia Capital Management
California
$1.36M +$4.19K +54 +0.3%
TWM
1229
Trueblood Wealth Management
Ohio
$1.35M +$72.9K +940 +6%
ACM
1230
Alpha Capital Management
Texas
$1.35M -$12.9K -166 -1%
SC
1231
Schoolcraft Capital
Colorado
$1.35M -$155 -2 -0%
BHIA
1232
Birch Hill Investment Advisors
Massachusetts
$1.35M
SW
1233
SteelPeak Wealth
California
$1.35M +$7.52K +97 +0.6%
FA
1234
FDx Advisors
Illinois
$1.33M -$39.6K -511 -3%
DFA
1235
Delta Financial Advisors
Louisiana
$1.33M +$465 +6 +0%
IIC
1236
Ironwood Investment Counsel
Arizona
$1.33M -$11K -142 -0.9%
FPN
1237
Financial Planning Navigators
Minnesota
$1.33M -$10.9K -141 -0.8%
MCM
1238
MidAtlantic Capital Management
Virginia
$1.33M -$757K -9,758 -37%
BW
1239
Bravera Wealth
North Dakota
$1.33M +$43.7K +564 +4%
IWM
1240
Immaculate Wealth Management
Arizona
$1.32M +$1.27M +16,405 New
CJ
1241
Caitlin John
Michigan
$1.31M -$43.1K -556 -3%
CIBC World Market
1242
CIBC World Market
Ontario, Canada
$1.31M +$17.6K +227 +1%
OFG
1243
Omega Financial Group
California
$1.31M -$60.2K -777 -5%
PPWM
1244
Paragon Private Wealth Management
Kentucky
$1.3M -$153K -1,975 -11%
KAS
1245
KPP Advisory Services
Kentucky
$1.3M -$51.8K -668 -4%
TCOT
1246
Trust Company of Toledo
Ohio
$1.3M +$236K +3,050 +23%
AA
1247
Aire Advisors
California
$1.3M +$1.24K +16 +0.1%
IP
1248
Indivisible Partners
Florida
$1.3M +$1.25M +16,116 New
RFP
1249
Root Financial Partners
California
$1.29M +$43.3K +558 +4%
LSWP
1250
Liberty Square Wealth Partners
Pennsylvania
$1.29M

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.