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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
GFWA
201
Grey Fox Wealth Advisors
Delaware
$28.7M +$2.12M +27,373 +8%
TA
202
Tectonic Advisors
Texas
$28.7M +$1.34M +17,344 +5%
PFA
203
Pure Financial Advisors
California
$28.6M -$622K -8,017 -2%
MFIM
204
Mesirow Financial Investment Management
Illinois
$28.5M +$1.27M +16,382 +5%
MWA
205
Meridian Wealth Advisors
Texas
$28.2M +$2.77M +35,739 +11%
GT
206
Glenview Trust
Kentucky
$28.1M -$400K -5,159 -1%
TIAA Trust, National Association
207
TIAA Trust, National Association
North Carolina
$28M -$48.8K -630 -0.2%
AFA
208
American Financial Advisors
Georgia
$27.5M +$730K +9,416 +3%
QCM
209
Quantinno Capital Management
New York
$27.4M +$2.66M +34,282 +11%
CHIA
210
Copper Harbor Investment Advisors
Wisconsin
$27.1M +$26.1M +336,762 New
CIA
211
Concurrent Investment Advisors
Florida
$27M +$6.66M +85,861 +34%
GM
212
GeoWealth Management
Illinois
$26.7M +$837K +10,794 +3%
MWM
213
Marietta Wealth Management
Georgia
$26.5M +$602K +7,763 +2%
MAV
214
Mason & Associates (Virginia)
Virginia
$25.8M +$616K +7,940 +3%
CCM
215
Condor Capital Management
New Jersey
$25.7M -$169K -2,181 -0.7%
GWA
216
Gratus Wealth Advisors
Virginia
$25.7M +$675K +8,708 +3%
HC
217
Hillman Company
Pennsylvania
$25.5M +$6M +77,412 +32%
GSAM
218
Grant Street Asset Management
Pennsylvania
$25.3M +$1.15M +14,773 +5%
NIM
219
Northeast Investment Management
Massachusetts
$24.7M +$439K +5,658 +2%
PFM
220
Phillips Financial Management
Indiana
$24.7M -$3.97M -51,178 -14%
FI
221
FIDELIS iM
Oregon
$24.6M +$277K +3,569 +1%
PIN
222
Prudent Investors Network
California
$24.5M +$926K +11,946 +4%
AQR Capital Management
223
AQR Capital Management
Connecticut
$24.2M +$6.54M +84,353 +39%
AF
224
Arrow Financial
New York
$24M -$851K -10,981 -4%
BIM
225
Bridges Investment Management
Nebraska
$23.8M +$39.1K +504 +0.2%

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.