Vanguard Morningstar Mid-Cap ETF
2,404 hedge funds and large institutions have $65.3B invested in Vanguard Morningstar Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,127 increasing their positions, 753 reducing their positions, and 82 closing their positions.
197% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $6.35M
77% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 82
50% more repeat investments, than reductions
Existing positions increased: 1,127 | Existing positions reduced: 753
6.62% more ownership
Funds ownership: 69.47% → 76.09% (+6.6%)
5% more capital invested
Capital invested by funds: $62.1B → $65.3B (+$3.28B)
4% more funds holding in top 10
Funds holding in top 10: 256 → 266 (+10)
1% more funds holding
Funds holding: 2,380 → 2,404 (+24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.33B |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$2.26B |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.42B |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$975M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$365M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$820M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$418M |
| 3 |
Citigroup
New York
|
-$365M |
| 4 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$98.9M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$95.8M |
VO Hedge Fund Activity: Q1 2026 in Review
2,404 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2026, worth a combined $65.3B — up 5.3% from $62.1B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new VO positions and 82 closed out — a net gain of 63 holders — while 1,127 added to existing stakes and 753 trimmed.
The largest buyer was UBS Group, adding an estimated $2.33B. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $820M.
- 2,404 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2026, up from 2,380 in Q4 2025.
- Funds reported $65.3B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2026, up 5.3% quarter-over-quarter.
- 145 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2026 and 82 closed out, a net change of +63 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2026 was UBS Group, an estimated $2.33B added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $820M sold.
Based on aggregated 13F filings for Q1 2026.