Vanguard Morningstar Mid-Cap Value ETF
1,229 hedge funds and large institutions have $13.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 466 increasing their positions, 417 reducing their positions, and 54 closing their positions.
96% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $903K
91% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 54
18% more funds holding in top 10
Funds holding in top 10: 56 → 66 (+10)
12% more repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 417
2% more funds holding
Funds holding: 1,202 → 1,229 (+27)
5% more capital invested
Capital invested by funds: $12.8B → $13.5B (+$636M)
2.13% less ownership
Funds ownership: 65.83% → 63.7% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$94.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.4M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$43.7M |
| 4 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$28.6M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$312M |
| 2 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
-$146M |
| 3 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
-$97.1M |
| 4 |
AssetMark Inc
Concord,
California
|
-$35.8M |
| 5 |
Betterment LLC
New York
|
-$34.1M |
VOE Hedge Fund Activity: Q1 2026 in Review
1,229 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2026, worth a combined $13.5B — up 5% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new VOE positions and 54 closed out — a net gain of 49 holders — while 466 added to existing stakes and 417 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $94.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $312M.
- 1,229 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2026, up from 1,202 in Q4 2025.
- Funds reported $13.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2026, up 5% quarter-over-quarter.
- 103 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2026 and 54 closed out, a net change of +49 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $94.5M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $312M sold.
Based on aggregated 13F filings for Q1 2026.