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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
CA
2101
Calton & Associates
Florida
$266K -$32.1K -414 -11%
MGWA
2102
Monument Group Wealth Advisors
Massachusetts
$265K -$200K -2,581 -75%
SFP
2103
Strategic Financial Partners
Oregon
$265K +$3.88K +50 +2%
CPC
2104
Consolidated Planning Corp
Georgia
$265K
RWB
2105
RMR Wealth Builders
New Jersey
$264K +$10.5K +135 +4%
SPC
2106
Spirepoint Private Client
Florida
$264K +$34.7K +448 +16%
PF
2107
PlanVest Financial
Maryland
$264K +$42.6K +550 +20%
RCG
2108
Regatta Capital Group
California
$263K +$4.96K +64 +2%
DCA
2109
DB&C Advisors
Michigan
$263K -$78 -1 -0%
FCC
2110
Flower City Capital
New York
$263K -$465 -6 -0.2%
TAFW
2111
Tred Avon Family Wealth
Maryland
$263K -$478K -6,160 -65%
TLFA
2112
True Link Financial Advisors
California
$262K -$72.6K -936 -22%
WCG
2113
Weaver Consulting Group
California
$262K +$1.47K +19 +0.6%
PMSA
2114
Patrick M. Sweeney & Associates
Illinois
$261K +$78 +1 +0%
HBT
2115
Heartland Bank & Trust
Illinois
$261K -$2.17K -28 -0.9%
CCA
2116
Cypress Capital Advisors
Tennessee
$261K
NCM
2117
Next Capital Management
New York
$261K +$155 +2 +0.1%
GIM
2118
Guild Investment Management
California
$260K +$250K +3,228 New
TIAAOA
2119
Teachers Insurance & Annuity Association of America
New York
$260K
BWM
2120
Buska Wealth Management
Wisconsin
$259K +$249K +3,218 New
MCA
2121
Midwest Capital Advisors
Michigan
$259K
BAM
2122
Bosun Asset Management
Illinois
$258K
CWM
2123
CMH Wealth Management
New Hampshire
$257K
DDC
2124
DF Dent & Co
Maryland
$257K
BAM
2125
Beaumont Asset Management
Texas
$255K +$930 +12 +0.4%

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 1,030 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.