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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
WIM
1951
Waycross Investment Management
Washington
$342K +$90.2K +1,164 +38%
SM
1952
Sensible Money
Arizona
$340K
RWM
1953
Refined Wealth Management
Utah
$340K +$233 +3 +0.1%
EW
1954
Element Wealth
Mississippi
$339K +$465 +6 +0.1%
KIA
1955
KCM Investment Advisors
California
$339K -$315K -4,068 -49%
FMTCOCP
1956
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K
OWA
1957
Opal Wealth Advisors
New York
$338K +$34.8K +449 +12%
ITIM
1958
Indiana Trust & Investment Management
Indiana
$337K -$17.4K -224 -5%
SLG
1959
Stanley-Laman Group
Pennsylvania
$337K
MA
1960
MKT Advisors
California
$336K -$22.2K -286 -6%
CCWM
1961
Correct Capital Wealth Management
Missouri
$336K
TI
1962
tru Independence
Oregon
$335K +$543 +7 +0.2%
SWM
1963
Stockman Wealth Management
Montana
$335K -$144K -1,858 -31%
NCM
1964
Northside Capital Management
Oregon
$334K +$310 +4 +0.1%
KW
1965
KWB Wealth
California
$334K -$620 -8 -0.2%
PWM
1966
Penobscot Wealth Management
Maine
$333K -$17.1K -220 -5%
FFA
1967
Fragasso Financial Advisors
Pennsylvania
$333K -$2.95K -38 -0.9%
MC
1968
Miramar Capital
Illinois
$332K -$19.1K -247 -6%
SWG
1969
Summit Wealth Group
Vermont
$332K -$36.4K -470 -10%
AWM
1970
Aureum Wealth Management
Florida
$332K +$20.5K +264 +7%
PWP
1971
Perfromance Wealth Partners
Illinois
$331K +$1.63K +21 +0.5%
MFF
1972
Michels Family Financial
Texas
$331K -$12.6K -162 -4%
MM
1973
Morangie Management
Florida
$331K +$318K +4,104 New
RM
1974
RCW Management
Florida
$330K
AIS
1975
Advocate Investing Services
Maryland
$330K +$8.68K +112 +3%

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.