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Vanguard Morningstar Mid-Cap ETF

2,471 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, 1,032 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: 1,032 | Existing positions reduced: 929

3% more funds holding

Funds holding: 2,3942,471 (+77)

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
2,471
Holders Change
+77
Holders Change %
+3.22%
% of All Funds
29.86%
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
1,032
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
CAM
1576
Capital Asset Management
Colorado
$682K -$248K -3,200 -27%
SFG
1577
SNS Financial Group
Minnesota
$682K +$656K +8,468 New
PCM
1578
Prospera Capital Management
Arizona
$681K +$155 +2 +0%
NFP
1579
NorthLanding Financial Partners
New York
$681K +$116K +1,494 +21%
TP
1580
Thayer Partners
Pennsylvania
$678K +$1.32K +17 +0.2%
BWM
1581
Baron Wealth Management
Michigan
$676K -$78 -1 -0%
GWM
1582
GSB Wealth Management
Connecticut
$675K -$9.54K -123 -1%
LWM
1583
Lodestone Wealth Management
Washington
$675K +$1.16K +15 +0.2%
SC
1584
Searle & Co
Connecticut
$675K +$177K +2,284 +38%
SWM
1585
SeaCrest Wealth Management
New York
$673K -$3.27M -42,182 -83%
UIM
1586
Unified Investment Management
Georgia
$671K
AWA
1587
Acorn Wealth Advisors
Michigan
$669K -$100K -1,292 -13%
PCM
1588
Park Capital Management
Wisconsin
$668K -$4.03K -52 -0.6%
TPI
1589
Trust Point Inc
Wisconsin
$667K -$7.13K -92 -1%
FA
1590
FC Advisory
Pennsylvania
$667K +$5.89K +76 +0.9%
WCM
1591
Winthrop Capital Management
Indiana
$665K -$38.8K -500 -6%
FNA
1592
First National Advisers
Nebraska
$664K +$151K +1,946 +31%
SWA
1593
Strategic Wealth Advisors
Arizona
$661K -$549K -7,080 -76%
RFO
1594
RiverGlades Family Offices
Florida
$661K +$636K +8,204 New
SWA
1595
Sightline Wealth Advisors
Connecticut
$661K +$90.5K +1,167 +17%
CIA
1596
Cape Investment Advisory
Georgia
$659K +$14.5K +187 +2%
IJWM
1597
Inman Jager Wealth Management
Mississippi
$658K +$39.1K +504 +7%
AWM
1598
Accel Wealth Management
Iowa
$658K -$1.55K -20 -0.2%
GWA
1599
Geometric Wealth Advisors
District of Columbia
$657K -$155 -2 -0%
AF
1600
Atala Financial
California
$656K

VO Hedge Fund Activity: Q2 2026 in Review

2,471 of the 8,274 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 1,032 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.

  • 2,471 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.