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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
MIM
1751
MTM Investment Management
South Carolina
$489K +$7.75K +100 +2%
Susquehanna International Group
1752
Susquehanna International Group
Pennsylvania
$488K -$2.38M -30,694 -84%
WCP
1753
Wealthcare Capital Partners
Pennsylvania
$484K +$4.11K +53 +0.9%
SWA
1754
Serenus Wealth Advisors
California
$482K
RMP
1755
Richards, Merrill & Peterson
Washington
$481K -$31.9K -412 -6%
BWP
1756
BSW Wealth Partners
Colorado
$481K -$101K -1,301 -18%
CW
1757
Channel Wealth
California
$480K -$20.1K -259 -4%
RIL
1758
Rothschild Investment LLC
Illinois
$480K +$218K +2,816 +90%
AAMC
1759
Asset Allocation & Management Company
Illinois
$479K
RSWA
1760
Robinson Smith Wealth Advisors
Maine
$478K +$460K +5,936 New
MWM
1761
Maridea Wealth Management
New York
$478K +$26.5K +342 +6%
KCM
1762
Kathmere Capital Management
Pennsylvania
$477K +$459K +5,924 New
SLG
1763
Sanchez Levi Garrett
$477K -$31.7K -409 -6%
TW
1764
Tempo Wealth
Ohio
$477K +$22.3K +287 +5%
CT
1765
Clearstead Trust
Maine
$475K -$9.85K -127 -2%
NLA
1766
Northern Lights Advisors
Washington
$475K +$119K +1,540 +35%
EWM
1767
EPG Wealth Management
Georgia
$475K +$78 +1 +0%
AIA
1768
AssuredPartners Investment Advisors
Florida
$474K -$14.5K -187 -3%
CCA
1769
Cora Capital Advisors
New Jersey
$474K -$85.2K -1,099 -16%
IAS
1770
Integrity Advisory Solutions
Texas
$472K +$190K +2,450 +72%
FPI
1771
Financial Plan Inc
Washington
$472K
OWM
1772
Orgel Wealth Management
Wisconsin
$472K +$454K +5,856 New
B
1773
Bensler
Washington
$470K -$123K -1,583 -21%
AMCA
1774
Arthur M. Cohen & Associates
Illinois
$468K -$78 -1 -0%
AIC
1775
Allodium Investment Consultants
Minnesota
$467K +$543 +7 +0.1%

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.