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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
DF
1876
Dunhill Financial
United Kingdom
$389K -$171K -2,212 -31%
WPP
1877
Whalerock Point Partners
Rhode Island
$388K -$15.5K -200 -4%
UB
1878
Umpqua Bank
Oregon
$388K -$31.2K -402 -8%
MAM
1879
Madison Asset Management
Wisconsin
$387K -$105K -1,352 -22%
Kovitz Investment Group Partners
1880
Kovitz Investment Group Partners
Illinois
$386K +$35K +451 +10%
CHJWM
1881
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K -$1.08M -13,968 -74%
CCM
1882
Cambridge Capital Management
Illinois
$386K +$1.01K +13 +0.3%
YIA
1883
YHB Investment Advisors
Connecticut
$385K
PA
1884
Prosperity Advisers
Pennsylvania
$384K -$45K -580 -11%
RPWA
1885
Regent Peak Wealth Advisors
Georgia
$383K +$155 +2 +0%
PWP
1886
Private Wealth Partners
California
$383K
SRWM
1887
Shira Ridge Wealth Management
California
$383K -$171K -2,201 -32%
KFA
1888
Kapstone Financial Advisors
Ohio
$382K +$368K +4,744 New
CPA
1889
Cathy Pareto & Associates
Florida
$382K +$53.9K +695 +17%
SGCA
1890
Steel Grove Capital Advisors
Tennessee
$381K -$3.1K -40 -0.8%
CNBTD
1891
Citizens National Bank Trust Department
Mississippi
$379K
FFBTD
1892
First Financial Bank - Trust Division
Ohio
$379K
SFC
1893
Swisher Financial Concepts
Ohio
$379K -$310K -4,004 -46%
WFA
1894
Woodward Financial Advisors
North Carolina
$379K +$364K +4,699 New
VBCG
1895
Valley Brook Capital Group
Pennsylvania
$378K +$24K +310 +7%
MP
1896
Moment Partners
California
$377K
PHS
1897
Pekin Hardy Strauss
Illinois
$376K -$4.34K -56 -1%
BA
1898
Blueline Advisors
New Hampshire
$376K +$15K +194 +4%
LFA
1899
Legacy Financial Advisors
Kentucky
$375K -$1.4K -18 -0.4%
SA
1900
Strategic Advisors
New York
$374K

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.