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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
LWCFA
2001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K
MBWA
2002
Marin Bay Wealth Advisors
California
$319K +$310 +4 +0.1%
SC
2003
Solstein Capital
California
$318K +$12.1K +156 +4%
IWM
2004
Integris Wealth Management
California
$318K
RMF
2005
Red Mountain Financial
Colorado
$317K +$44K +568 +17%
CGFA
2006
Colton Groome Financial Advisors
North Carolina
$316K +$304K +3,924 New
SWM
2007
Steinberganna Wealth Management
New York
$316K +$6.43K +83 +2%
SCA
2008
Southern Capital Advisors
Tennessee
$316K +$10.4K +134 +4%
KOMWMG
2009
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K +$853 +11 +0.3%
BFA
2010
Ballast Financial Advisors
Pennsylvania
$315K +$620 +8 +0.2%
KOC
2011
Koss-Olinger Consulting
Florida
$315K -$471K -6,080 -61%
SFP
2012
Strategic Financial Planning
Texas
$314K +$302K +3,900 New
AT
2013
Arlington Trust
Alabama
$314K +$39.2K +505 +15%
LB
2014
Legacy Bridge
Iowa
$313K
APG
2015
Abacus Planning Group
South Carolina
$313K +$43.4K +560 +17%
NA
2016
Novus Advisors
South Carolina
$312K -$310 -4 -0.1%
IFPG
2017
Intrepid Financial Planning Group
Indiana
$312K +$15.2K +196 +5%
TAM
2018
Tocqueville Asset Management
New York
$312K +$465 +6 +0.2%
NC
2019
North Capital
Utah
$312K +$775 +10 +0.3%
SAM
2020
Summit Asset Management
Tennessee
$312K +$1.47K +19 +0.5%
RW
2021
Regimen Wealth
Georgia
$311K +$3.88K +50 +1%
KCM
2022
Kanawha Capital Management
Virginia
$311K -$155 -2 -0.1%
TAM
2023
Townsend Asset Management
North Carolina
$310K -$15K -193 -5%
GA
2024
GSG Advisors
New Jersey
$310K +$775 +10 +0.3%
EIA
2025
Edgemoor Investment Advisors
Maryland
$309K -$40.3K -520 -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.