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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
LGA
2226
Lebenthal Global Advisors
New York
$212K +$204K +2,637 New
BAM
2227
Byrne Asset Management
New Jersey
$212K -$1.24K -16 -0.6%
FA
2228
Faithward Advisors
Pennsylvania
$212K +$204K +2,632 New
VPWA
2229
Vestia Personal Wealth Advisors
Indiana
$212K +$204K +2,630 New
RC
2230
Resolute Capital
South Carolina
$211K +$203K +2,623 New
SCM
2231
Stordahl Capital Management
Colorado
$210K +$202K +2,608 New
MM
2232
Main Management
California
$210K -$23.1K -298 -10%
SI
2233
Shaker Investments
Ohio
$210K +$202K +2,604 New
WIM
2234
WealthPlan Investment Management
Nebraska
$210K -$58.1K -749 -22%
FI
2235
FWG Investments
Kentucky
$210K +$202K +2,600 New
CG
2236
Clarus Group
Texas
$209K +$202K +2,600 New
I
2237
INVST
Indiana
$209K +$201K +2,599 New
WRPWM
2238
Werba Rubin Papier Wealth Management
California
$209K +$201K +2,596 New
DF
2239
DecisionPoint Financial
Arizona
$209K
BWM
2240
Bernicke Wealth Management
Wisconsin
$209K +$201K +2,592 New
RIM
2241
Rockbridge Investment Management
New York
$208K +$200K +2,581 New
SIAG
2242
Safeguard Investment Advisory Group
California
$208K -$19.6K -253 -9%
LWA
2243
LifeGoal Wealth Advisors
New York
$208K +$200K +2,578 New
EB
2244
Exchange Bank
California
$207K +$199K +2,568 New
MHIC
2245
Marble Harbor Investment Counsel
Massachusetts
$206K +$199K +2,561 New
TIA
2246
TCFG Investment Advisors
California
$206K +$198K +2,556 New
SI
2247
Saxon Interests
Texas
$206K -$66K -851 -25%
AA
2248
Auxano Advisors
Washington
$205K -$50.5K -652 -20%
SIM
2249
Samara Investment Management
Oregon
$205K +$197K +2,547 New
SC
2250
Swan Capital
Florida
$205K +$105K +1,350 +113%

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.