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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
KFG
2351
Kingdom Financial Group
Arizona
$70.7K -$56K -722 -45%
AP
2352
Aspect Partners
Virginia
$69.9K
AEPWM
2353
Atlantic Edge Private Wealth Management
Florida
$69.9K
SCM
2354
Sterling Capital Management
North Carolina
$69.9K
HPIA
2355
Hamilton Point Investment Advisors
North Carolina
$68K +$20.8K +268 +47%
PJC
2356
Phillip James Consulting
Minnesota
$66.1K +$63.6K +820 New
WAS
2357
Winch Advisory Services
Wisconsin
$64.8K -$4.65K -60 -7%
ZBNA
2358
Zions Bancorporation, National Association
Utah
$64.8K
EWM
2359
Evolution Wealth Management
Florida
$64.8K +$17.7K +228 +40%
FDW
2360
Fourth Dimension Wealth
Ohio
$64.5K +$49.4K +637 +388%
DWA
2361
Dougherty Wealth Advisers
Minnesota
$64.5K
OL
2362
one8zero8 LLC
North Carolina
$64.5K
SIC
2363
SJS Investment Consulting
Ohio
$62.8K
WCAMG
2364
Woodard & Company Asset Management Group
North Carolina
$62.8K
YP
2365
YANKCOM Partnership
South Dakota
$62.8K +$8.06K +104 +15%
IIL
2366
Insight Inv LLC
California
$62.5K
SIM
2367
Sims Investment Management
Ohio
$62.2K +$59.9K +772 New
CWP
2368
Concord Wealth Partners
Virginia
$60.2K +$57.9K +747 New
LI
2369
LRI Investments
Florida
$59.6K
DCM
2370
Dorato Capital Management
Colorado
$58.3K -$4.96K -64 -8%
NOI
2371
Newton One Investments
Delaware
$53.8K
WCM
2372
Westend Capital Management
California
$52.8K -$3.49K -45 -6%
CC
2373
Corsicana & Co
Texas
$49.3K -$11.5K -148 -19%
CFM
2374
Compass Financial Management
Florida
$49K +$46.8K +604 New
PS
2375
Pinney & Scofield
Massachusetts
$48.1K -$14.5K -187 -24%

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.