Vanguard Morningstar Mid-Cap Value ETF
1,239 hedge funds and large institutions have $14.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 468 increasing their positions, 414 reducing their positions, and 60 closing their positions.
62% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 60
13% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 414
8% more capital invested
Capital invested by funds: $13.5B → $14.5B (+$1.06B)
1% more funds holding
Funds holding: 1,226 → 1,239 (+13)
0.4% less ownership
Funds ownership: 63.7% → 63.29% (-0.4%)
6% less funds holding in top 10
Funds holding in top 10: 66 → 62 (-4)
48% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $8.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$67.5M |
| 2 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
+$49.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$47.3M |
| 4 |
Morgan Stanley
New York
|
+$24.8M |
| 5 |
AssetMark Inc
Concord,
California
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIIS
TIAA-CREF Individual & Institutional Services
New York
|
-$46.6M |
| 2 |
Betterment LLC
New York
|
-$45.5M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$42.9M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$37.2M |
| 5 |
EH
Equitable Holdings
New York
|
-$29.1M |
VOE Hedge Fund Activity: Q2 2026 in Review
1,239 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2026, worth a combined $14.5B — up 7.9% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new VOE positions and 60 closed out — a net gain of 37 holders — while 468 added to existing stakes and 414 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $67.5M. The largest seller was TIAA-CREF Individual & Institutional Services, cutting an estimated $46.6M.
- 1,239 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2026, up from 1,226 in Q1 2026.
- Funds reported $14.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2026, up 7.9% quarter-over-quarter.
- 97 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2026 and 60 closed out, a net change of +37 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $67.5M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2026 was TIAA-CREF Individual & Institutional Services, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2026.