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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
PWP
2251
Phillips Wealth Planners
Mississippi
$205K +$197K +2,539 New
HIC
2252
Holderness Investments Company
North Carolina
$205K +$197K +2,540 New
ANB
2253
Amarillo National Bank
Texas
$205K +$197K +2,540 New
MW
2254
Marble Wealth
Alabama
$205K +$197K +2,539 New
BCM
2255
Bienville Capital Management
New York
$204K +$196K +2,528 New
CNC
2256
Citizens & Northern Corp
Pennsylvania
$204K +$196K +2,528 New
BEW
2257
Burton Enright Welch
California
$203K +$195K +2,516 New
TWA
2258
Tulsa Wealth Advisors
Oklahoma
$202K +$195K +2,511 New
LCM
2259
Lazari Capital Management
California
$202K +$195K +2,509 New
AG
2260
AmeriFlex Group
Nevada
$202K -$11.1K -143 -5%
PGAM
2261
Princeton Global Asset Management
New Jersey
$200K
WP
2262
WealthShield Partners
North Carolina
$200K -$250K -3,228 -57%
OCM
2263
Orion Capital Management
California
$199K -$155 -2 -0.1%
CMBA
2264
C.M. Bidwell & Associates
Hawaii
$197K -$7.91K -102 -4%
RP
2265
Rice Partnership
Hawaii
$187K -$78 -1 -0%
CYG
2266
Clean Yield Group
Vermont
$183K
AF
2267
Align Financial
Minnesota
$180K -$78 -1 -0%
TWIM
2268
TIAA Wealth Investment Management
New York
$176K -$189K -2,442 -53%
HHGA
2269
Halbert Hargrove Global Advisors
California
$174K +$42.7K +551 +34%
AP
2270
Atwood & Palmer
Missouri
$170K
CSPIA
2271
Cary Street Partners Investment Advisory
Virginia
$169K +$46.8K +604 +41%
FWA
2272
Flagship Wealth Advisors
Massachusetts
$168K +$162K +2,090 New
IFS
2273
Intelligent Financial Strategies
Minnesota
$161K +$388 +5 +0.3%
SIM
2274
Synergy Investment Management
Florida
$160K
CTA
2275
Colonial Trust Advisors
South Carolina
$159K +$1.63K +21 +1%

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.