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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, 1,030 increasing their positions, 931 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: 1,030 | Existing positions reduced: 931

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
1,030
Reduced
931
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
FC
151
Fulcrum Capital
Washington
$40.3M -$2.28M -29,406 -6%
MMPW
152
Mitchell McLeod Pugh & Williams
Alabama
$40.2M +$2.63M +33,879 +7%
WMA
153
William Mack & Associates
Michigan
$40M +$13.9M +179,416 +57%
CSIA
154
Conrad Siegel Investment Advisors
Pennsylvania
$39.7M +$141K +1,820 +0.4%
PFPG
155
Pinnacle Financial Partners (Georgia)
Georgia
$39.4M -$617K -7,956 -2%
TPW
156
TL Private Wealth
Texas
$39.4M +$117K +1,510 +0.3%
BFG
157
Bouchey Financial Group
New York
$38.2M +$102K +1,322 +0.3%
AT
158
American Trust
Kentucky
$38M -$436K -5,628 -1%
HNB
159
Huntington National Bank
Ohio
$37.8M +$771K +9,950 +3%
AM
160
AGF Management
Ontario, Canada
$37.4M -$1.81M -23,335 -5%
TPCW
161
TD Private Client Wealth
New York
$37.2M +$3M +38,685 +9%
AAS
162
Ameritas Advisory Services
Nebraska
$37M +$20M +257,748 +128%
NRI
163
NFP Retirement Inc
California
$36.9M -$545K -7,030 -2%
HWM
164
HB Wealth Management
Georgia
$36.8M +$133K +1,710 +0.4%
DADC
165
D.A. Davidson & Co
Montana
$36.4M +$1.66M +21,457 +5%
Bessemer Group
166
Bessemer Group
New Jersey
$36.4M +$13.9M +179,172 +66%
CPRC
167
Consolidated Portfolio Review Corp
New York
$36.2M
EA
168
Enclave Advisors
Texas
$36.1M -$5.72M -73,799 -14%
BF
169
BOK Financial
Oklahoma
$35.7M +$3.16M +40,742 +10%
MYIA
170
Mount Yale Investment Advisors
Colorado
$35.7M +$6.51M +83,928 +23%
CSP
171
Cary Street Partners
Virginia
$35.7M +$1.36M +17,600 +4%
ES
172
Eagle Strategies
New York
$35.6M +$21M +270,866 +159%
BF
173
Blankinship & Foster
California
$35.5M -$613K -7,907 -2%
TWM
174
TRB Wealth Management
Texas
$35.1M +$862K +11,124 +3%
CWM
175
Cranbrook Wealth Management
Michigan
$35M +$171K +2,201 +0.5%

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 1,030 added to existing stakes and 931 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.