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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
SJL
2026
Shayne & Jacobs LLC
Tennessee
$309K +$23.4K +302 +9%
TWM
2027
Tradition Wealth Management
Minnesota
$309K -$14.7K -189 -5%
FHC
2028
First Heartland Consultants
Missouri
$307K +$20.8K +268 +8%
PCMF
2029
Private Capital Management (Florida)
Florida
$307K -$8.76K -113 -3%
HA
2030
Herold Advisors
New York
$307K -$83.3K -1,074 -22%
PIWA
2031
Prevail Innovative Wealth Advisors
Kansas
$306K -$21.7K -280 -7%
FMN
2032
Financial Management Network
California
$306K +$296K +3,816 New
NWA
2033
Northwest Wealth Advisors
Washington
$306K +$3.64K +47 +1%
UA
2034
URS Advisory
Florida
$304K +$853 +11 +0.3%
FAN
2035
Financial Advisors Network
California
$302K +$78 +1 +0%
ASW
2036
Astoria Strategic Wealth
Texas
$302K
KA
2037
Klingman & Associates
New York
$302K -$78 -1 -0%
MWM
2038
Maimon Wealth Management
Israel
$301K
JF
2039
JSF Financial
California
$299K +$287K +3,706 New
ATS
2040
Ashton Thomas Securities
New York
$298K -$72.3K -932 -20%
ABTD
2041
Arvest Bank Trust Division
Oklahoma
$298K +$3.1K +40 +1%
DAS
2042
Daybright Advisory Services
Florida
$298K -$9.15K -118 -3%
EWM
2043
Echo Wealth Management
Minnesota
$298K
TBC
2044
Ted Buchan & Co
California
$297K +$233 +3 +0.1%
WWP
2045
Wise Wealth Partners
Arizona
$295K +$27.7K +357 +11%
HCM
2046
Hengehold Capital Management
Ohio
$292K +$40.3K +520 +17%
AFP
2047
ATLas Financial Planning
Georgia
$292K
PHWA
2048
Petersen Hastings Wealth Advisors
Washington
$292K
Squarepoint
2049
Squarepoint
New York
$291K +$280K +3,612 New
KFI
2050
Key Financial Inc
Pennsylvania
$290K -$12K -155 -4%

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.