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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
SOS
1826
Silver Oak Securities
Tennessee
$424K -$7.21K -93 -2%
AWM
1827
Avaii Wealth Management
Wisconsin
$424K +$78 +1 +0%
CWA
1828
Canvas Wealth Advisors
Kansas
$423K +$310 +4 +0.1%
MFGM
1829
Marshall Financial Group (Maryland)
Maryland
$420K +$404K +5,214 New
RWA
1830
Redhawk Wealth Advisors
Minnesota
$419K -$222K -2,862 -35%
IF
1831
Integrity Financial
Wyoming
$419K +$61.5K +793 +18%
TWA
1832
Trace Wealth Advisors
California
$419K
BWAM
1833
Blue Water Asset Management
Michigan
$418K +$6.59K +85 +2%
VNA
1834
Valley National Advisers
Pennsylvania
$418K
MCM
1835
Morton Capital Management
California
$417K -$187K -2,413 -32%
SW
1836
SkyOak Wealth
Michigan
$415K
CWMGO
1837
Capstone Wealth Management Group (Oregon)
Oregon
$415K +$233 +3 +0.1%
ECM
1838
Elgethun Capital Management
South Dakota
$413K
NWM
1839
Nova Wealth Management
Florida
$413K
HWP
1840
Hibernia Wealth Partners
Louisiana
$411K -$396K -5,102 -50%
PPC
1841
Park Place Capital
Alabama
$410K +$195K +2,509 +97%
IPAM
1842
Investment Partners Asset Management
New Jersey
$409K -$233 -3 -0.1%
MC
1843
Mathes Company
New York
$409K
TC
1844
Trilogy Capital
California
$409K +$169K +2,179 +75%
HNWA
1845
Henrickson Nauta Wealth Advisors
Michigan
$408K +$98.3K +1,268 +33%
JMFC
1846
J.M. Forbes & Co
Massachusetts
$407K
CSC
1847
Caldwell Sutter Capital
California
$407K -$10.6K -137 -3%
VWA
1848
VERITY Wealth Advisors
United States
$406K -$53.1K -685 -12%
LC
1849
Lavaca Capital
Texas
$406K +$391K +5,040 New
EP
1850
Essential Partners
California
$404K

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.