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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
CFA
1451
Churchill Financial Advisors
Kentucky
$865K -$38.6K -498 -4%
SDH
1452
Sloy Dahl & Holst
Washington
$864K -$4.26K -55 -0.5%
LW
1453
Libra Wealth
California
$863K
HGWM
1454
Horst & Graben Wealth Management
Oregon
$863K -$2.49M -32,152 -75%
BSTWA
1455
Blake Schutter Theil Wealth Advisors
Ohio
$859K +$229K +2,953 +38%
AWA
1456
Aaron Wealth Advisors
Illinois
$858K +$119K +1,535 +17%
SWM
1457
SpringVest Wealth Management
Texas
$858K +$37.8K +488 +5%
AFA
1458
Antonelli Financial Advisors
Michigan
$857K -$162K -2,090 -16%
LPT
1459
Legacy Private Trust
Wisconsin
$854K -$45.3K -584 -5%
EAM
1460
Empirical Asset Management
Massachusetts
$853K -$2.31M -29,780 -74%
KHCM
1461
Kirtland Hills Capital Management
Ohio
$853K -$2.46M -31,770 -75%
TT
1462
TI-Trust
Illinois
$853K
FNWM
1463
Financial Network Wealth Management
Utah
$850K +$52.6K +679 +7%
PAM
1464
PCG Asset Management
New Jersey
$846K +$34.3K +442 +4%
DF
1465
Daviman Financial
Indiana
$844K -$54.6K -704 -6%
DI
1466
Disciplined Investments
Oklahoma
$843K +$233 +3 +0%
SEM
1467
Strategic Equity Management
Arizona
$843K -$4.5K -58 -0.6%
IBOK
1468
Independence Bank of Kentucky
Kentucky
$837K +$42K +542 +6%
GIA
1469
Gateway Investment Advisers
Ohio
$836K +$804K +10,377 New
ANBT
1470
American National Bank & Trust
Texas
$836K +$499K +6,438 +164%
WFA
1471
WJ Financial Advisors
Connecticut
$834K
FCIM
1472
Fairview Capital Investment Management
California
$834K -$123K -1,581 -13%
SCG
1473
Sonata Capital Group
Washington
$832K -$155K -2,000 -16%
PAW
1474
Plan A Wealth
Nebraska
$830K -$157K -2,029 -16%
NWMP
1475
Noble Wealth Management PBC
Colorado
$827K -$853 -11 -0.1%

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.