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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, 1,030 increasing their positions, 931 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: 1,030 | Existing positions reduced: 931

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
1,030
Reduced
931
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
AWA
2076
Aletheian Wealth Advisors
Washington
$278K -$51.5K -664 -16%
CWM
2077
Centurion Wealth Management
Virginia
$277K +$155 +2 +0.1%
RFW
2078
Rainier Family Wealth
Washington
$277K
CWM
2079
Castle Wealth Management
Florida
$276K +$266K +3,431 New
PFA
2080
Plotkin Financial Advisors
Maryland
$276K
FG
2081
Fiduciary Group
Georgia
$276K -$6.59K -85 -2%
AGC
2082
August Group Capital
$276K +$2.4K +31 +0.9%
AIA
2083
Ally Invest Advisors
North Carolina
$276K +$4.73K +61 +2%
TCM
2084
Traub Capital Management
Massachusetts
$276K -$36.4K -470 -12%
LCWP
2085
Legacy Capital Wealth Partners
Arkansas
$275K -$1.33M -17,100 -65%
SGI
2086
Summit Global Investments
Utah
$274K +$2.09K +27 +0.8%
SIM
2087
Studio Investment Management
Illinois
$271K +$261K +3,361 New
BW
2088
BostonPremier Wealth
Massachusetts
$271K
TF
2089
Tenon Financial
New Jersey
$270K -$1.86K -24 -0.7%
MCM
2090
Mendel Capital Management
Arkansas
$269K +$233 +3 +0.1%
WAAG
2091
Wealth Alliance Advisory Group
Kansas
$269K +$259K +3,338 New
AWP
2092
Axis Wealth Partners
Rhode Island
$269K +$5.12K +66 +2%
EA
2093
Everpar Advisors
Oklahoma
$268K -$67.9K -876 -21%
MHC
2094
Meyer Handelman Company
New York
$268K +$258K +3,332 New
AFG
2095
ABLE Financial Group
Arizona
$268K
SN
2096
Sittner & Nelson
Oregon
$267K
CG
2097
Corundum Group
Colorado
$267K
NPFS
2098
Novak & Powell Financial Services
Florida
$267K +$78 +1 +0%
OWP
2099
Obermeyer Wealth Partners
Colorado
$267K
SWIG
2100
Strategic Wealth Investment Group
Kentucky
$267K

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 1,030 added to existing stakes and 931 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.