Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q3 2024 (September 30)
1,934holders +48
105new positions
53sold out
7famous investors
$263.13avg. 13F price*

At the end of Q3 2024, 1,934 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 48 from Q2 2024. 105 opened new positions and 53 sold out. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($4.2B) and Jones Financial Companies LLLP ($3.8B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions105$445.7M
Exits53$19.7M

All 13F filers, Q2 2024 → Q3 2024: 7,249,349 shares bought and 3,742,043 shares sold, net +3,507,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,934 holders

Wells Fargo & Company 1.43% Reduce -3.5% 22,282,694 $5.9B
Bank of America Corp. 0.37% Add +0.4% 16,074,068 $4.2B
Jones Financial Companies LLLP 3.91% Add +3.1% 14,474,418 $3.8B
Creative Planning 2.14% Reduce -1.1% 8,180,070 $2.2B
Morgan Stanley 0.14% Add +0.9% 7,371,800 $1.9B
Northwestern Mutual Wealth Management Co. 1.31% Add +5.6% 5,596,286 $1.5B
UBS Group AG 0.41% Add +0.5% 5,495,042 $1.4B
Raymond James & Associates 0.62% Add +0.2% 3,882,359 $1.0B
Ameriprise Financial Inc. 0.24% Reduce -0.4% 3,503,224 $925.0M
LPL Financial LLC 0.34% Add +2.5% 2,888,967 $762.2M
Envestnet Asset Management Inc. 0.24% Reduce -0.1% 2,811,380 $741.7M
PNC Financial Services Group, Inc. 0.40% Reduce -0.5% 2,370,206 $625.3M
Raymond James Financial Services Advisors, Inc. 0.79% Reduce -1.0% 2,250,742 $593.8M
JPMorgan Chase & Co. 0.04% Reduce -1.7% 2,103,612 $555.0M
Natixis Advisors, LLC 1.00% Add +10.4% 1,944,886 $513.1M
Tiaa Trust, National Association 1.44% Reduce -2.7% 1,830,474 $482.9M
Royal Bank of Canada 0.09% Add +2.3% 1,483,444 $391.4M
Mariner, LLC 0.63% Add +6.5% 1,344,922 $354.8M
JMG Financial Group, Ltd. 11.54% Add +3.1% 1,280,446 $337.8M
Allworth Financial LP 2.05% Add +3.1% 1,276,734 $336.8M
Commonwealth Equity Services, LLC 0.50% Add +2.3% 1,253,846 $330.8M
CIBC Private Wealth Group LLC 0.59% Reduce -0.5% 1,238,831 $326.8M
Border to Coast Pensions Partnership Ltd 6.28% New 1,169,908 $307.8M
BNP Paribas Financial Markets 0.24% Add +23488000.0% 939,524 $247.9M
Financial Counselors Inc. 3.25% Add +2.2% 832,167 $219.6M
Cetera Investment Advisers 0.44% Add +3.7% 755,537 $199.3M
Goldman Sachs Group Inc. 0.04% Add +1.3% 736,915 $194.4M
Bank of New York Mellon Corp 0.03% Reduce -57.3% 683,747 $180.4M
Clearstead Advisors, LLC 2.77% Add +2.1% 675,614 $178.2M
Cerity Partners LLC 0.39% Add +28.2% 675,078 $178.1M
Nicholas Hoffman & Company, LLC. 7.44% Add +8.3% 668,414 $176.3M
HighTower Advisors, LLC 0.25% Reduce -1.2% 643,030 $169.7M
Beacon Pointe Advisors, LLC 1.91% Reduce -0.3% 626,589 $165.3M
Osaic Holdings, Inc. 0.36% Reduce -6.4% 597,679 $157.8M
Pathstone Holdings, LLC 0.71% Add +0.6% 598,161 $157.8M
Stifel Financial Corp. 0.16% Add +1.1% 565,232 $149.1M
Wealthspire Advisors, LLC 1.48% Add +2.0% 551,127 $145.4M
Moneta Group Investment Advisors LLC 2.11% Add +4.5% 550,302 $145.2M
Truist Financial Corp. 0.22% Reduce -3.8% 534,862 $141.1M
Mercer Global Advisors Inc. 0.31% Add +7.9% 508,011 $133.3M
First Command Advisory Services, Inc. 1.28% Add +3.4% 501,273 $132.3M
Baird Financial Group, Inc. 0.25% Reduce -6.9% 495,797 $130.8M
Bank of Montreal 0.06% Add +3.7% 491,016 $129.2M
MassMutual Private Wealth & Trust, FSB 3.65% Add +2.8% 486,245 $128.3M
Fifth Third Bancorp 0.45% Reduce -2.3% 466,978 $123.2M
Corient Private Wealth LP 0.18% Add +43.6% 422,455 $111.5M
Rockefeller Capital Management L.P. 0.29% Add +3.5% 409,146 $107.9M
Cullen/Frost Bankers, Inc. 1.44% Reduce -4.1% 398,893 $105.2M
Millburn Ridgefield LLC 2.66% Reduce -5.2% 384,454 $101.4M
Catalyst Capital Advisors LLC 2.29% Reduce -5.2% 384,454 $101.4M
Captrust Financial Advisors 0.29% Add +4.5% 414,085 $99.1M
Cresset Asset Management, LLC 0.38% Reduce -2.0% 375,094 $99.0M
Bleakley Financial Group, LLC 2.97% Add +0.8% 368,854 $97.3M
Janney Montgomery Scott LLC 0.27% Add +0.2% 368,301 $97.2M
Joel Isaacson & Co., LLC 4.58% Add +3.4% 363,854 $96.0M
Invictus Private Wealth, LLC 7.58% Add +2.0% 363,106 $95.8M
1832 Asset Management L.P. 0.16% Reduce -1.9% 358,036 $94.5M
Larson Financial Group LLC 5.36% Reduce -5.5% 357,381 $94.3M
Financial Synergies Wealth Advisors, Inc. 11.30% Add +2.8% 344,997 $91.0M
FMR LLC 0.01% Add +3.3% 340,923 $89.9M
MML Investors Services, LLC 0.32% Reduce -1.2% 337,638 $89.1M
Chicago Partners Investment Group LLC 3.14% Add +3.3% 331,041 $88.0M
CBIZ Investment Advisory Services, LLC 4.51% Add +2.1% 328,876 $86.8M
Kestra Advisory Services, LLC 0.47% Reduce -9.9% 323,018 $85.2M
Assetmark, Inc. 0.24% Add +1.3% 317,434 $83.7M
Manufacturers Life Insurance Company, The 0.07% Reduce -6.9% 311,586 $82.2M
Morningstar Investment Services LLC 0.84% Reduce -3.1% 312,222 $82.2M
Trustmark Bank Trust Department 6.04% Add +5.7% 303,094 $80.0M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -3.0% 280,211 $73.9M
Equitable Holdings, Inc. 0.69% Add +7.7% 270,116 $71.3M
CENTRAL TRUST Co 1.66% Reduce -1.6% 268,421 $70.8M
Nadler Financial Group, Inc. 7.67% Add +1.0% 263,775 $69.6M
Smithfield Trust Co 3.40% Reduce -3.6% 263,245 $69.5M
National Philanthropic Trust 1.26% Add +25.1% 263,203 $69.4M
Oppenheimer Asset Management Inc. 0.82% Reduce -1.7% 257,617 $68.0M
Coldstream Capital Management Inc. 1.47% Add +4.5% 257,049 $67.9M
Pittenger & Anderson Inc. 2.51% Add +2.7% 254,376 $67.1M
Axxcess Wealth Management, LLC 1.69% Add +1.4% 253,180 $66.8M
Capital Asset Advisory Services LLC 3.11% Add +1.6% 236,431 $62.1M
American Trust 5.11% Reduce -8.0% 234,768 $61.9M
NewEdge Advisors, LLC 0.39% Add +2.6% 230,352 $60.8M
Northwest Quadrant Wealth Management, LLC 13.73% Add +0.4% 225,847 $59.6M
Peapack Gladstone Financial Corp. 0.84% Add +0.9% 219,812 $58.0M
Private Advisor Group, LLC 0.35% Reduce -1.8% 210,808 $55.6M
Connecticut Wealth Management, LLC 2.58% Reduce -0.1% 202,256 $53.4M
Focus Partners Wealth 0.17% Add +847.1% 603,854 $52.9M
PDS Planning, Inc 4.72% Add +426.0% 199,411 $52.6M
Schneider Downs Wealth Management Advisors, LP 10.72% Add +4.3% 198,552 $52.4M
SilverOak Wealth Management LLC 11.63% Add +1.7% 196,457 $51.8M
New York Life Investment Management LLC 0.50% Add +8.3% 195,844 $51.6M
Comerica Bank 0.20% Reduce -2.6% 194,145 $51.2M
Venture Visionary Partners LLC 2.26% Add +2.0% 193,303 $51.0M
Citizens Financial Group Inc. 0.96% Add +13.3% 181,078 $47.8M
Bessemer Group Inc. 0.08% Add +1.3% 176,627 $46.6M
Fulcrum Capital LLC 10.13% Add +2.4% 176,325 $46.5M
Sanctuary Advisors, LLC 0.29% Add +3.5% 161,649 $45.6M
Leavell Investment Management, Inc. 2.27% Add +4.6% 172,560 $45.5M
Arkansas Financial Group, Inc. 7.33% Reduce -0.9% 169,672 $44.8M
NewEdge Wealth, LLC 0.80% Add +5.2% 166,959 $44.0M
Mesirow Financial Investment Management, Inc. 0.84% Add +101.7% 164,660 $43.4M

"% 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 1,934 holders