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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
TNB
1526
Thomasville National Bank
Georgia
$745K +$717K +9,247 New
RI
1527
Rinkey Investments
California
$744K
PWPS
1528
Pinnacle Wealth Planning Services
Ohio
$742K -$5.58K -72 -0.8%
FWA
1529
FSM Wealth Advisors
Ohio
$739K +$1.4K +18 +0.2%
BCMLT
1530
Beacon Capital Management LLC (Tennessee)
Tennessee
$738K +$543 +7 +0.1%
PAM
1531
Palisade Asset Management
Minnesota
$737K +$388 +5 +0.1%
BW
1532
BIP Wealth
Georgia
$737K +$96.1K +1,240 +16%
SAM
1533
Smithbridge Asset Management
Pennsylvania
$736K -$1.32M -16,992 -65%
NSIM
1534
North Star Investment Management
Illinois
$734K +$465 +6 +0.1%
NWM
1535
Nolet Wealth Management
Texas
$725K
HHAA
1536
Henry H. Armstrong Associates
Pennsylvania
$724K
PEA
1537
Park Edge Advisors
Ohio
$724K +$388 +5 +0.1%
OAS
1538
Optivise Advisory Services
Tennessee
$723K +$74.6K +962 +12%
PAG
1539
Private Advisory Group
Washington
$723K -$45.6K -588 -6%
MCM
1540
Mengis Capital Management
Oregon
$722K +$54.2K +699 +8%
XT
1541
XTX Topco
Cayman Islands
$719K +$449K +5,791 +185%
BB
1542
Busey Bank
Illinois
$718K +$5.27K +68 +0.8%
SWM
1543
Sculati Wealth Management
Michigan
$717K +$693K +8,936 New
SIG
1544
Sargent Investment Group
Maryland
$714K +$25.4K +327 +4%
SWM
1545
Shrier Wealth Management
California
$714K -$24.9K -321 -3%
PWM
1546
Paulson Wealth Management
Illinois
$713K +$5.81K +75 +0.9%
AA
1547
Armis Advisers
Georgia
$711K -$1.4M -18,011 -67%
PPC
1548
Pennington Partners & Co
Maryland
$711K -$200K -2,582 -23%
PWA
1549
Physician Wealth Advisors
Utah
$709K +$52.7K +680 +8%
TNA
1550
True North Advisors
Texas
$709K -$188K -2,422 -22%

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.