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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
FFG
1501
Fortem Financial Group
California
$775K +$143K +1,848 +24%
BWM
1502
Briggs Wealth Management
Connecticut
$775K -$233 -3 -0%
KCP
1503
Kera Capital Partners
California
$773K +$12.4K +160 +2%
CS
1504
Cannell & Spears
New York
$773K +$16.2K +209 +2%
BWA
1505
Bestgate Wealth Advisors
Maryland
$772K -$40.9K -528 -5%
PL
1506
Pandi LLC
Kansas
$768K
WW
1507
Westshore Wealth
California
$768K +$361K +4,651 +95%
SFGP
1508
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$767K +$72.2K +931 +11%
EF
1509
Empowered Funds
Pennsylvania
$767K -$300K -3,875 -29%
DTC
1510
Davidson Trust Company
Washington
$764K -$45K -580 -6%
TWP
1511
Triad Wealth Partners
Kansas
$764K +$724K +9,339 New
WG
1512
Welch Group
Alabama
$762K -$32.7K -422 -4%
FFA
1513
Founders Financial Alliance
North Carolina
$760K -$2.33K -30 -0.3%
PSF
1514
Pacific Sun Financial
California
$759K -$2.56K -33 -0.3%
CT
1515
Colonial Trust
South Carolina
$759K +$78 +1 +0%
AAS
1516
Annex Advisory Services
Wisconsin
$755K +$27.2K +351 +4%
PFWA
1517
Paces Ferry Wealth Advisors
Georgia
$754K +$39.2K +505 +6%
MS
1518
Monetary Solutions
Ohio
$754K +$141K +1,820 +24%
APP
1519
Avantax Planning Partners
Iowa
$753K -$110K -1,416 -13%
SBF
1520
Sara-Bay Financial
Florida
$751K +$31.5K +406 +5%
LW
1521
Livet Wealth
Utah
$750K -$6.75K -87 -0.9%
SA
1522
Sonoma Allocations
California
$748K -$310 -4 -0%
BIG
1523
Brookwood Investment Group
Arizona
$748K -$183K -2,364 -20%
NA
1524
Networth Advisors
Pennsylvania
$747K +$713K +9,193 +12,096%
FIB
1525
First Interstate Bank
Montana
$746K -$15.7K -203 -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.