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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
LKWM
1276
Lee-Kelleher Wealth Management
Maryland
$1.24M -$5.27K -68 -0.4%
BWM
1277
Blossom Wealth Management
California
$1.23M -$8.14K -105 -0.7%
WA
1278
WBH Advisory
Maryland
$1.23M +$312K +4,029 +36%
PSCM
1279
Per Stirling Capital Management
Texas
$1.23M +$131K +1,693 +13%
GDP
1280
Great Diamond Partners
Maine
$1.22M +$45.4K +585 +4%
LFA
1281
Longview Financial Advisors
Alabama
$1.22M -$5.19K -67 -0.4%
LFS
1282
Lutz Financial Services
Nebraska
$1.22M -$36.7K -473 -3%
WMN
1283
Wealth Management Nebraska
Nebraska
$1.22M +$22.4K +289 +2%
MWA
1284
Muirfield Wealth Advisors
North Carolina
$1.22M +$44.5K +574 +4%
FCBT
1285
First Citizens Bank & Trust
North Carolina
$1.21M -$111K -1,436 -9%
TSWM
1286
Triangle Securities Wealth Management
North Carolina
$1.21M -$15.5K -200 -1%
KCIC
1287
Kuhn & Co Investment Counsel
Illinois
$1.21M -$78 -1 -0%
EF
1288
Evanson Financial
Virginia
$1.21M +$1.16M +14,998 New
WAM
1289
Wernau Asset Management
Massachusetts
$1.21M +$39.8K +513 +4%
BBPWM
1290
Blue Bell Private Wealth Management
Pennsylvania
$1.21M -$67.9K -876 -6%
CCWA
1291
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.16M +14,963 New
SG
1292
Strid Group
Pennsylvania
$1.2M +$319K +4,118 +38%
GIA
1293
Guyasuta Investment Advisors
Pennsylvania
$1.2M +$11.4K +147 +1%
HSBC Holdings
1294
HSBC Holdings
United Kingdom
$1.19M -$124K -1,600 -10%
BCM
1295
Bannerstone Capital Management
Minnesota
$1.19M +$5.04K +65 +0.4%
BFS
1296
BridgePort Financial Solutions
Iowa
$1.19M -$20.9K -269 -2%
KWS
1297
Keystone Wealth Services
California
$1.18M +$40.5K +523 +4%
BFA
1298
Bluestem Financial Advisors
Illinois
$1.18M -$68.5K -883 -6%
BMCM
1299
Bryn Mawr Capital Management
Pennsylvania
$1.18M -$26.3K -339 -2%
FAG
1300
Fortitude Advisory Group
Washington
$1.17M -$50.9K -657 -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.