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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
BIAS
1651
Beacon Investment Advisory Services
New Jersey
$585K
TPWA
1652
TRUE Private Wealth Advisors
Oregon
$584K +$13.3K +172 +2%
PFA
1653
Perryman Financial Advisory
Texas
$584K -$287K -3,706 -34%
JWM
1654
JHP Wealth Management
Colorado
$583K +$561K +7,239 New
EP
1655
E6 Portfolios
Utah
$582K +$32K +413 +6%
LOPW
1656
Live Oak Private Wealth
North Carolina
$581K
AC
1657
Avestar Capital
New York
$578K +$48.7K +628 +10%
MWP
1658
Madison Wealth Partners
Wisconsin
$576K +$117K +1,511 +27%
CF
1659
Centaurus Financial
California
$576K -$1.4K -18 -0.3%
FPGK
1660
Financial Partners Group (Kansas)
Kansas
$573K +$8.37K +108 +2%
BCM
1661
Becker Capital Management
Oregon
$573K +$40.6K +524 +8%
WI
1662
Westbourne Investments
Virginia
$572K
RMDI
1663
R.M. Davis Inc
Maine
$572K +$11.2K +144 +2%
APA
1664
Astoria Portfolio Advisors
New York
$572K -$1.71M -22,086 -76%
FSA
1665
Fort Sheridan Advisors
Illinois
$570K -$6.59K -85 -1%
AIS
1666
AM Investment Strategies
Tennessee
$568K
C
1667
Covestor
United Kingdom
$566K +$38.5K +496 +8%
TCM
1668
Tradewinds Capital Management
Washington
$565K +$930 +12 +0.2%
WC
1669
Waterloo Capital
Texas
$565K -$29.9K -386 -5%
HWM
1670
Heirloom Wealth Management
Colorado
$564K -$1.74M -22,488 -76%
SWP
1671
SIMA Wealth Partners
Virginia
$564K -$1.32K -17 -0.2%
VP
1672
Verum Partners
North Carolina
$562K +$1.24K +16 +0.2%
BWM
1673
Birchcreek Wealth Management
Ohio
$559K -$79K -1,019 -13%
IAA
1674
Independent Advisor Alliance
North Carolina
$558K -$19.3M -248,320 -97%
PMG
1675
Private Management Group
California
$556K +$10.3K +133 +2%

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.