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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, 1,031 increasing their positions, 930 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: 1,031 | Existing positions reduced: 930

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
1,031
Reduced
930
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
HSA
1701
HBK Sorce Advisory
Pennsylvania
$535K -$1.46M -18,880 -74%
C1AG
1702
Client 1st Advisory Group
Florida
$535K
GKWIM
1703
Gerber Kawasaki Wealth & Investment Management
California
$535K -$1.55K -20 -0.3%
ZIM
1704
Zacks Investment Management
Illinois
$535K +$1.24K +16 +0.2%
GHA
1705
Good Harbor Advisors
Massachusetts
$534K -$5.43K -70 -1%
RFS
1706
Retirement Financial Solutions
Tennessee
$533K +$21.9K +282 +4%
CWM
1707
Copia Wealth Management
Oregon
$532K +$38.5K +496 +8%
EP
1708
Edgestream Partners
New Jersey
$530K +$222K +2,861 +77%
FWCM
1709
Ferguson Wellman Capital Management
Oregon
$525K
WGS
1710
Washington Growth Strategies
District of Columbia
$525K
AL
1711
ARWA LLC
Texas
$524K +$66.2K +854 +15%
JBC
1712
Jefferson Bridge Capital
Tennessee
$524K -$15.2K -196 -3%
WPW
1713
Warther Private Wealth
Ohio
$524K +$504K +6,500 New
G
1714
Gainplan
Michigan
$523K -$5.89K -76 -1%
RW
1715
RVW Wealth
California
$523K -$78 -1 -0%
SIC
1716
Sigma Investment Counselors
Michigan
$522K +$21.3K +275 +4%
M
1717
MYeCFO
California
$519K
GFG
1718
Grantvest Financial Group
New Jersey
$518K -$15.3K -198 -3%
WPC
1719
Waters Parkerson & Co
Louisiana
$515K +$38.7K +499 +8%
WIM
1720
Westside Investment Management
California
$514K +$30.2K +390 +7%
BT
1721
Banque Transatlantique
France
$512K
CIA
1722
Cladis Investment Advisory
Montana
$512K
RWA
1723
River Wealth Advisors
Pennsylvania
$512K -$233 -3 -0%
CBT
1724
Crews Bank & Trust
Florida
$511K +$13.6K +176 +3%
CWS
1725
Confluence Wealth Services
Pennsylvania
$510K +$243K +3,133 +98%

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 1,031 added to existing stakes and 930 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.