We are live on ! Find out more
VO icon

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
CFP
1326
Comprehensive Financial Planning
Pennsylvania
$1.12M +$85.1K +1,098 +9%
UFAC
1327
Urban Financial Advisory Corp
Illinois
$1.11M +$296K +3,822 +38%
RC
1328
Randolph Company
Ohio
$1.11M
GWM
1329
Greenhouse Wealth Management
Connecticut
$1.1M -$26K -336 -2%
ONST
1330
Old North State Trust
North Carolina
$1.1M +$147K +1,896 +16%
PNC
1331
Park National Corp
Ohio
$1.1M -$106K -1,372 -9%
CH
1332
CDKV Holdings
Colorado
$1.1M -$7.6K -98 -0.7%
BPW
1333
BlueDoor Private Wealth
Massachusetts
$1.1M +$500K +6,445 +90%
WIM
1334
Warwick Investment Management
Texas
$1.1M +$49.8K +643 +5%
Lazard Asset Management
1335
Lazard Asset Management
New York
$1.1M
KL
1336
KWMG LLC
Kansas
$1.09M -$19.4K -250 -2%
IAMOG
1337
Investors Asset Management of Georgia
Georgia
$1.09M +$170K +2,191 +19%
FCH
1338
Freestone Capital Holdings
Washington
$1.09M +$282K +3,637 +37%
ACM
1339
Ardent Capital Management
Ohio
$1.09M -$96.1K -1,240 -8%
TP
1340
Tranquility Partners
Tennessee
$1.08M -$14.9K -192 -1%
CCG
1341
Cypress Capital Group
Florida
$1.08M -$410K -5,288 -28%
SHFA
1342
SC&H Financial Advisors
Maryland
$1.07M -$16.9K -218 -2%
FWM
1343
Forza Wealth Management
Florida
$1.07M +$94.2K +1,215 +10%
CFO
1344
Collective Family Office
Pennsylvania
$1.07M +$9.3K +120 +0.9%
FCT
1345
First Community Trust
Iowa
$1.07M +$68.5K +884 +7%
SWP
1346
Summit Wealth Partners
Florida
$1.07M -$10.7K -138 -1%
LSIA
1347
LaSalle St. Investment Advisors
Illinois
$1.07M +$14.3K +185 +1%
KLI
1348
Kelman-Lazarov Inc
Tennessee
$1.07M +$853 +11 +0.1%
CCMG
1349
Clark Capital Management Group
Pennsylvania
$1.06M +$53.6K +692 +6%
AGP
1350
Autumn Glory Partners
Texas
$1.06M

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.