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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
HA
1901
Helium Advisors
Washington
$373K +$19.4K +250 +6%
SFC
1902
SYM Financial Corp
Indiana
$373K -$6.2K -80 -2%
SAM
1903
Silvercrest Asset Management
New York
$372K
PP
1904
Prosperity Planning
Missouri
$372K -$2.64K -34 -0.7%
OW
1905
Olistico Wealth
Oklahoma
$372K -$17.7K -228 -5%
SC
1906
Slow Capital
California
$372K -$60.5K -780 -14%
CC
1907
Cadinha & Co
Hawaii
$371K +$78 +1 +0%
MPW
1908
MGO Private Wealth
California
$371K -$16.1K -208 -4%
BWL
1909
Bogart Wealth LLC
Virginia
$370K +$4.03K +52 +1%
AL
1910
ADE LLC
Maryland
$368K
E
1911
EntreWealth
Texas
$368K +$6.36K +82 +2%
FWMP
1912
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$367K +$15.4K +199 +5%
KPP
1913
Kings Path Partners
Texas
$367K +$78 +1 +0%
HSWM
1914
Hubbell Strickland Wealth Management
Louisiana
$366K +$46.1K +595 +15%
DI
1915
Disciplined Investors
Texas
$366K +$698 +9 +0.2%
CAG
1916
Compass Advisory Group
New York
$365K +$930 +12 +0.3%
CA
1917
Claro Advisors
Massachusetts
$364K -$34.3K -442 -9%
OWMIAS
1918
One Wealth Management Investment & Advisory Services
Florida
$364K -$22K -284 -6%
MC
1919
Matters Capital
Florida
$363K +$13.2K +170 +4%
CWM
1920
Cahaba Wealth Management
Georgia
$363K -$8.29K -107 -2%
OP
1921
Oath Planning
Oklahoma
$363K +$1.01K +13 +0.3%
PWM
1922
PTM Wealth Management
United States
$362K +$1.16K +15 +0.3%
TF
1923
Trek Financial
Arizona
$361K +$20.6K +266 +6%
MMG
1924
Monetary Management Group
Missouri
$359K +$209K +2,700 +153%
PPW
1925
Parcion Private Wealth
Washington
$359K -$48.7K -628 -12%

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.