Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q1 2024 (March 31)
1,864holders
4famous investors
$249.54avg. 13F price*

At the end of Q1 2024, 1,864 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($3.9B) and Jones Financial Companies LLLP ($2.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908629
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,864Q1 2024Q2 2024: 1,886Q2 2024Q3 2024: 1,934Q3 2024Q4 2024: 2,139Q4 2024Q1 2025: 2,127Q1 2025Q2 2025: 2,172Q2 2025Q3 2025: 2,222Q3 2025Q4 2025: 2,379Q4 2025Q1 2026: 2,401Q1 2026Q2 2026: 2,491Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions107$130.6M
Exits72$53.6M

Ownership 1,864 holders

Wells Fargo & Company 1.56% Add +0.3% 23,594,455 $5.9B
Bank of America Corp. 0.39% Add +6.8% 15,720,331 $3.9B
Jones Financial Companies LLLP 3.57% Add +4.1% 10,478,563 $2.6B
Creative Planning 2.29% Reduce -1.1% 8,249,359 $2.1B
Morgan Stanley 0.14% Add +2.4% 7,201,216 $1.8B
UBS Group AG 0.48% Reduce -1.3% 5,786,244 $1.4B
Northwestern Mutual Wealth Management Co. 1.34% Add +1.3% 5,203,331 $1.3B
Raymond James & Associates 0.65% Add +0.1% 3,814,129 $953.0M
Ameriprise Financial Inc. 0.26% Add +2.7% 3,685,649 $924.0M
LPL Financial LLC 0.41% Add +3.0% 3,021,843 $755.0M
Envestnet Asset Management Inc. 0.26% Add +12.4% 2,784,750 $695.8M
PNC Financial Services Group, Inc. 0.43% Reduce -2.1% 2,451,217 $612.5M
JPMorgan Chase & Co. 0.05% Reduce -4.2% 2,332,154 $582.7M
Raymond James Financial Services Advisors, Inc. 0.76% Reduce -3.9% 2,052,408 $512.8M
Tiaa Trust, National Association 1.49% Reduce -8.3% 1,952,744 $487.9M
Bank of New York Mellon Corp 0.08% Reduce -22.9% 1,586,724 $396.5M
Royal Bank of Canada 0.09% Add +1.4% 1,486,508 $371.4M
Natixis Advisors, LLC 0.84% Add +17.7% 1,470,988 $367.5M
JMG Financial Group, Ltd. 11.58% Add +2.3% 1,215,343 $303.7M
CIBC Private Wealth Group LLC 0.59% Add +4.2% 1,222,632 $303.5M
Allworth Financial LP 2.07% Add +3.4% 1,174,247 $293.4M
Mariner, LLC 0.61% Add +10.3% 1,172,984 $293.1M
Commonwealth Equity Services, LLC 0.48% Reduce -0.1% 1,166,207 $291.4M
Border to Coast Pensions Partnership Ltd 6.47% No change 1,159,887 $289.6M
Financial Counselors Inc. 3.28% Add +1.3% 778,178 $194.4M
Goldman Sachs Group Inc. 0.04% Reduce -2.9% 724,418 $181.0M
Cetera Investment Advisers 0.41% Add +524.1% 695,861 $173.9M
HighTower Advisors, LLC 0.27% Reduce -11.2% 662,627 $165.4M
Osaic Holdings, Inc. 0.36% Reduce -8.3% 650,216 $162.5M
Stifel Financial Corp. 0.18% Add +19.9% 642,915 $160.6M
Beacon Pointe Advisors, LLC 1.77% Add +8.9% 636,806 $159.1M
Pathstone Holdings, LLC 0.69% Add +2.3% 586,664 $146.6M
CBIZ Investment Advisory Services, LLC 9.71% Add +26.0% 549,201 $139.7M
Wealthspire Advisors, LLC 1.83% Reduce -1.6% 548,728 $137.1M
Nicholas Hoffman & Company, LLC. 6.86% Add +21.0% 540,989 $135.2M
Baird Financial Group, Inc. 0.28% Add +7.4% 534,915 $133.7M
Moneta Group Investment Advisors LLC 2.07% Add +6.4% 507,992 $126.9M
Fifth Third Bancorp 0.48% Add +0.5% 491,451 $122.8M
First Command Advisory Services, Inc. 1.23% Add +4.5% 470,013 $117.4M
MassMutual Private Wealth & Trust, FSB 3.64% Add +0.6% 468,001 $116.9M
Bank of Montreal 0.04% Add +1.7% 467,663 $116.6M
Cerity Partners LLC 0.31% Reduce -92.5% 466,576 $116.2M
Captrust Financial Advisors 0.40% Reduce -6.6% 435,390 $108.8M
Mercer Global Advisors Inc. 0.30% Add +13.7% 428,097 $107.0M
Cullen/Frost Bankers, Inc. 1.53% Reduce -0.9% 413,127 $103.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -41.0% 397,769 $99.4M
Larson Financial Group LLC 7.52% Add +2.3% 389,684 $97.4M
Rockefeller Capital Management L.P. 0.28% Add +6.2% 388,147 $97.0M
Millburn Ridgefield LLC 2.67% Add +5.0% 386,008 $96.4M
Catalyst Capital Advisors LLC 2.32% Add +5.0% 386,008 $96.4M
Cresset Asset Management, LLC 0.47% Reduce -24.0% 383,967 $95.9M
Janney Montgomery Scott LLC 0.28% Reduce -1.7% 382,853 $95.7M
1832 Asset Management L.P. 0.17% Reduce -25.6% 371,390 $92.8M
Morningstar Investment Services LLC 1.01% Reduce -72.8% 369,447 $92.1M
Wilbanks Smith & Thomas Asset Management LLC 2.53% Add +0.8% 362,227 $90.5M
Simplicity Wealth,LLC 2.11% Add +26407.1% 354,400 $88.6M
Bleakley Financial Group, LLC 2.54% Add +3.8% 350,626 $87.6M
Manufacturers Life Insurance Company, The 0.08% Reduce -43.0% 347,465 $86.8M
Invictus Private Wealth, LLC 7.66% Add +2.6% 345,368 $86.3M
MML Investors Services, LLC 0.35% Add +0.7% 339,695 $84.9M
Joel Isaacson & Co., LLC 4.61% Add +3.6% 336,240 $84.0M
Financial Synergies Wealth Advisors, Inc. 10.80% Add +104.4% 329,509 $82.3M
FMR LLC 0.01% Reduce -1.2% 324,886 $81.2M
Truist Financial Corp. 0.12% Reduce -40.0% 318,542 $79.6M
Assetmark, Inc. 0.25% Add +0.6% 311,460 $77.8M
Cambridge Investment Research Advisors, Inc. 0.29% Add +0.5% 301,411 $75.3M
Chicago Partners Investment Group LLC 3.15% Add +7.0% 310,439 $74.2M
Corient Private Wealth LP 0.12% Add +3.5% 280,221 $70.0M
Smithfield Trust Co 3.70% Reduce -1.4% 280,514 $69.7M
CENTRAL TRUST Co 1.71% Reduce -0.7% 274,291 $68.5M
Clearstead Advisors, LLC 3.37% Add +3.7% 277,646 $68.1M
Trustmark Bank Trust Department 5.44% Reduce -5.3% 266,668 $66.6M
Coldstream Capital Management Inc. 1.63% Add +0.4% 257,562 $64.4M
Nadler Financial Group, Inc. 7.89% Add +0.1% 256,035 $64.0M
Kestra Advisory Services, LLC 0.42% Add +21.2% 252,689 $63.1M
Pittenger & Anderson Inc. 2.48% Add +1.5% 244,787 $61.2M
Axxcess Wealth Management, LLC 1.72% Add +1.5% 243,270 $60.8M
Oppenheimer Asset Management Inc. 0.88% Reduce -10.2% 240,591 $60.1M
Equitable Holdings, Inc. 0.67% Add +0.2% 238,108 $59.5M
National Philanthropic Trust 1.27% Add +1.6% 233,039 $58.2M
Capital Asset Advisory Services LLC 3.25% Add +1.5% 230,779 $56.7M
Northwest Quadrant Wealth Management, LLC 13.68% Add +0.1% 223,572 $55.9M
Peapack Gladstone Financial Corp. 0.84% Add +2.9% 214,479 $53.6M
Private Advisor Group, LLC 0.38% Reduce -6.5% 213,768 $53.4M
Connecticut Wealth Management, LLC 2.70% Reduce -1.1% 203,282 $50.8M
NewEdge Advisors, LLC 0.44% Reduce -14.2% 202,361 $50.6M
Comerica Bank 0.22% Reduce -0.1% 200,308 $50.0M
McIlrath & Eck, LLC 7.78% Add +3.1% 196,542 $49.1M
US Bancorp \de 0.07% Add +0.1% 196,168 $49.0M
SilverOak Wealth Management LLC 11.80% Add +1.2% 190,073 $47.5M
Venture Visionary Partners LLC 2.25% Add +2.6% 189,284 $47.3M
GenTrust, LLC 2.82% Reduce -1.2% 183,074 $45.7M
Thrivent Financial for Lutherans 0.09% Reduce -36.3% 174,841 $43.7M
Schneider Downs Wealth Management Advisors, LP 10.05% Add +8.4% 174,506 $43.6M
Country Trust Bank 1.13% Reduce -8.0% 174,380 $43.6M
BOK Financial Private Wealth, Inc. 3.22% Reduce -3.3% 173,045 $43.2M
Bessemer Group Inc. 0.08% Add +1.7% 171,999 $43.0M
Arkansas Financial Group, Inc. 7.53% Add +1.1% 171,146 $42.8M
Fulcrum Capital LLC 9.92% Add +4.0% 167,249 $41.8M
Leavell Investment Management, Inc. 2.35% Add +1.8% 162,700 $40.7M

"% of holder's portfolio" is VO's weight in each manager's 13F, not the share of Vngrd Mrngstr MD-Cap ETF-Usd the manager owns.

Show all 1,864 holders