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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
WEG
1376
World Equity Group
Illinois
$1.02M +$19.8K +256 +2%
CS
1377
Clear Street
New York
$1.01M +$976K +12,590 New
FSG
1378
Financial Strategies Group
Michigan
$1.01M -$3.16M -40,799 -76%
JAG
1379
Journey Advisory Group
Kentucky
$1.01M -$97.8K -1,262 -9%
BRPW
1380
Ballast Rock Private Wealth
South Carolina
$1.01M +$7.83K +101 +0.8%
STA
1381
Shade Tree Advisors
New York
$1.01M
TCMP
1382
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.01M -$615K -7,935 -39%
MWA
1383
Midland Wealth Advisors
Illinois
$1M -$32.9K -425 -3%
MPCG
1384
Matrix Private Capital Group
New York
$1M +$24.8K +320 +3%
Envestnet Portfolio Solutions
1385
Envestnet Portfolio Solutions
Illinois
$999K -$19.2K -248 -2%
PC
1386
Pecaut & Co
Iowa
$994K +$13.3K +172 +1%
CIA
1387
Capital Investment Advisors
Georgia
$994K +$3.49K +45 +0.4%
MIG
1388
McGuire Investment Group
Rhode Island
$991K +$15.4K +199 +2%
OCA
1389
OpenArc Corporate Advisory
Georgia
$988K +$150K +1,933 +19%
AIM
1390
Athena Investment Management
California
$987K -$72.1K -930 -7%
AWC
1391
Adamsbrown Wealth Consultants
Kansas
$987K +$2.56K +33 +0.3%
FF
1392
Farnam Financial
Arizona
$987K -$25.7K -332 -3%
FWM
1393
FMB Wealth Management
California
$984K +$1.01K +13 +0.1%
DCM
1394
Donaldson Capital Management
Indiana
$979K
DA
1395
Detalus Advisors
Missouri
$978K +$310 +4 +0%
PWA
1396
Prairie Wealth Advisors
Nebraska
$978K
OAG
1397
Oakmont Advisory Group
New Mexico
$977K +$13.6K +176 +1%
RAS
1398
RPS Advisory Solutions
Kentucky
$974K -$10.5K -135 -1%
KG
1399
Kieckhefer Group
Wisconsin
$974K
WIM
1400
Wiregrass Investment Management
Georgia
$958K -$19.4K -250 -2%

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.