Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q2 2024 (June 30)
1,886holders +22
96new positions
87sold out
5famous investors
$241.84avg. 13F price*

At the end of Q2 2024, 1,886 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 22 from Q1 2024. 96 opened new positions and 87 sold out. The largest holders were Wells Fargo & Company ($5.6B), Bank of America Corp. ($3.9B) and Jones Financial Companies LLLP ($3.4B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions96$99.0M
Exits87$567.2M

All 13F filers, Q1 2024 → Q2 2024: 8,391,300 shares bought and 6,010,441 shares sold, net +2,380,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,886 holders

Wells Fargo & Company 1.45% Reduce -2.2% 23,083,721 $5.6B
Bank of America Corp. 0.37% Add +1.8% 16,007,495 $3.9B
Jones Financial Companies LLLP 3.93% Add +33.9% 14,033,583 $3.4B
Creative Planning 2.14% Add +0.3% 8,274,855 $2.0B
Morgan Stanley 0.14% Add +1.5% 7,307,138 $1.8B
UBS Group AG 0.41% Reduce -5.5% 5,466,343 $1.3B
Northwestern Mutual Wealth Management Co. 1.27% Add +1.8% 5,298,281 $1.3B
Raymond James & Associates 0.62% Add +1.6% 3,874,342 $938.0M
Ameriprise Financial Inc. 0.23% Reduce -4.6% 3,516,537 $851.4M
LPL Financial LLC 0.34% Reduce -6.7% 2,818,634 $682.4M
Envestnet Asset Management Inc. 0.24% Add +1.1% 2,814,769 $681.5M
PNC Financial Services Group, Inc. 0.38% Reduce -2.9% 2,380,941 $576.4M
Raymond James Financial Services Advisors, Inc. 0.78% Add +10.8% 2,274,175 $550.6M
JPMorgan Chase & Co. 0.04% Reduce -8.3% 2,139,345 $517.9M
Tiaa Trust, National Association 1.41% Reduce -3.7% 1,881,281 $455.5M
Natixis Advisors, LLC 0.93% Add +19.7% 1,760,991 $426.3M
Bank of New York Mellon Corp 0.07% Add +0.9% 1,601,638 $387.8M
Royal Bank of Canada 0.08% Reduce -2.5% 1,449,572 $350.9M
Allworth Financial LP 1.98% Add +5.5% 1,238,401 $307.3M
Mariner, LLC 0.59% Add +7.6% 1,262,635 $305.7M
CIBC Private Wealth Group LLC 0.57% Add +1.9% 1,245,538 $301.6M
JMG Financial Group, Ltd. 11.22% Add +2.2% 1,241,642 $300.6M
Commonwealth Equity Services, LLC 0.47% Add +5.0% 1,225,154 $296.6M
Financial Counselors Inc. 3.17% Add +4.6% 814,310 $197.1M
Cetera Investment Advisers 0.41% Add +4.7% 728,846 $176.5M
Goldman Sachs Group Inc. 0.03% Add +0.4% 727,206 $176.1M
Clearstead Advisors, LLC 2.73% Add +138.2% 661,446 $160.1M
HighTower Advisors, LLC 0.24% Reduce -1.8% 651,008 $157.6M
Osaic Holdings, Inc. 0.37% Reduce -1.8% 638,470 $154.7M
Beacon Pointe Advisors, LLC 1.80% Reduce -1.3% 628,751 $152.2M
Nicholas Hoffman & Company, LLC. 7.00% Add +14.0% 616,881 $149.3M
Pathstone Holdings, LLC 0.65% Add +1.4% 594,740 $144.0M
Stifel Financial Corp. 0.15% Reduce -13.1% 559,009 $135.3M
Truist Financial Corp. 0.21% Add +74.6% 556,060 $134.6M
Wealthspire Advisors, LLC 1.68% Reduce -1.5% 540,403 $130.8M
Baird Financial Group, Inc. 0.27% Reduce -0.4% 532,773 $129.0M
Cerity Partners LLC 0.35% Add +12.9% 526,740 $127.7M
Moneta Group Investment Advisors LLC 2.04% Add +3.6% 526,535 $127.5M
First Command Advisory Services, Inc. 1.22% Add +3.1% 484,807 $117.4M
Fifth Third Bancorp 0.44% Reduce -2.7% 478,098 $115.7M
Bank of Montreal 0.04% Add +1.3% 473,565 $115.6M
MassMutual Private Wealth & Trust, FSB 3.47% Add +1.0% 472,848 $114.5M
Mercer Global Advisors Inc. 0.31% Add +10.0% 470,773 $114.0M
Cullen/Frost Bankers, Inc. 1.46% Add +0.7% 415,819 $100.7M
Millburn Ridgefield LLC 2.62% Add +5.1% 405,531 $98.2M
Catalyst Capital Advisors LLC 2.27% Add +5.1% 405,531 $98.2M
Captrust Financial Advisors 0.31% Reduce -9.0% 396,391 $96.0M
Rockefeller Capital Management L.P. 0.27% Add +1.9% 395,347 $95.7M
Cresset Asset Management, LLC 0.39% Reduce -0.3% 382,775 $93.0M
Larson Financial Group LLC 6.24% Reduce -3.0% 378,086 $91.5M
Simplicity Wealth,LLC 2.07% Add +6.6% 377,659 $91.4M
Janney Montgomery Scott LLC 0.27% Reduce -4.0% 367,697 $89.0M
Bleakley Financial Group, LLC 2.56% Add +4.4% 365,916 $88.6M
1832 Asset Management L.P. 0.16% Reduce -1.7% 365,148 $88.4M
Invictus Private Wealth, LLC 7.23% Add +3.0% 355,825 $86.1M
Joel Isaacson & Co., LLC 4.47% Add +4.7% 351,912 $85.2M
MML Investors Services, LLC 0.33% Add +0.6% 341,639 $82.7M
Financial Synergies Wealth Advisors, Inc. 10.95% Add +1.9% 335,696 $81.3M
Manufacturers Life Insurance Company, The 0.08% Reduce -3.7% 334,594 $81.0M
Chicago Partners Investment Group LLC 3.10% Add +3.3% 320,565 $80.2M
FMR LLC 0.01% Add +1.6% 330,047 $79.9M
Kestra Advisory Services, LLC 0.44% Add +41.8% 358,347 $78.6M
Morningstar Investment Services LLC 0.85% Reduce -12.8% 322,343 $78.1M
CBIZ Investment Advisory Services, LLC 4.39% Reduce -41.3% 322,192 $78.0M
Assetmark, Inc. 0.23% Add +0.6% 313,337 $75.9M
Corient Private Wealth LP 0.12% Add +5.0% 294,184 $71.2M
Cambridge Investment Research Advisors, Inc. 0.26% Reduce -4.1% 288,951 $70.0M
Trustmark Bank Trust Department 5.57% Add +7.5% 286,689 $69.4M
CENTRAL TRUST Co 1.62% Reduce -0.6% 272,665 $66.0M
Smithfield Trust Co 3.46% Reduce -2.7% 273,004 $66.0M
Oppenheimer Asset Management Inc. 0.81% Add +9.0% 262,158 $63.5M
Nadler Financial Group, Inc. 7.43% Add +2.0% 261,274 $63.3M
American Trust 5.06% Add +60.6% 255,177 $61.8M
Equitable Holdings, Inc. 0.64% Add +5.3% 250,797 $60.7M
Axxcess Wealth Management, LLC 1.65% Add +2.7% 249,729 $60.5M
Pittenger & Anderson Inc. 2.46% Add +1.2% 247,758 $60.0M
Coldstream Capital Management Inc. 1.45% Reduce -4.5% 245,878 $59.5M
Capital Asset Advisory Services LLC 3.05% Add +0.8% 232,586 $56.2M
Northwest Quadrant Wealth Management, LLC 13.40% Add +0.6% 224,880 $54.4M
NewEdge Advisors, LLC 0.40% Add +10.9% 224,395 $54.3M
Peapack Gladstone Financial Corp. 0.81% Add +1.6% 217,920 $52.8M
Private Advisor Group, LLC 0.35% Add +0.4% 214,702 $52.0M
National Philanthropic Trust 0.97% Reduce -9.7% 210,440 $50.9M
Connecticut Wealth Management, LLC 2.53% Reduce -0.5% 202,349 $49.0M
Comerica Bank 0.20% Reduce -0.5% 199,380 $48.3M
SilverOak Wealth Management LLC 11.23% Add +1.6% 193,188 $46.8M
Schneider Downs Wealth Management Advisors, LP 10.25% Add +9.1% 190,365 $46.1M
Venture Visionary Partners LLC 2.15% Add +0.1% 189,555 $45.9M
New York Life Investment Management LLC 0.44% Add +31.9% 180,850 $43.8M
Bessemer Group Inc. 0.07% Add +1.4% 174,365 $42.2M
Fulcrum Capital LLC 9.50% Add +3.0% 172,252 $41.7M
Arkansas Financial Group, Inc. 7.38% Add +0.0% 171,200 $41.4M
US Bancorp \de 0.06% Reduce -13.7% 169,254 $41.0M
BOK Financial Private Wealth, Inc. 2.95% Reduce -3.4% 167,230 $40.6M
Oak Hill Wealth Advisors, LLC 12.16% — 165,677 $40.1M
Leavell Investment Management, Inc. 2.21% Add +1.4% 165,022 $40.1M
TCV Trust & Wealth Management, Inc. 3.71% Reduce -0.7% 160,718 $38.9M
Citizens Financial Group Inc. 0.86% Add +2844.0% 159,800 $38.8M
GenTrust, LLC 2.11% Reduce -12.8% 159,668 $38.8M
NewEdge Wealth, LLC 0.83% Reduce -1.9% 158,772 $38.4M

"% 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 1,886 holders