Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q4 2024 (December 31)
2,139holders +205
91new positions
58sold out
5famous investors
$264.16avg. 13F price*

At the end of Q4 2024, 2,139 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 205 from Q3 2024. 91 opened new positions and 58 sold out. The largest holders were Wells Fargo & Company ($5.9B), Jones Financial Companies LLLP ($4.6B) and Bank of America Corp. ($4.4B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions91$134.9M
Exits58$137.9M

All 13F filers, Q3 2024 → Q4 2024: 8,874,755 shares bought and 2,978,124 shares sold, net +5,896,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,139 holders

Wells Fargo & Company 1.43% Add +0.5% 22,395,761 $5.9B
Jones Financial Companies LLLP 4.38% Add +20.5% 17,440,379 $4.6B
Bank of America Corp. 0.41% Add +3.0% 16,558,670 $4.4B
Creative Planning 2.08% Reduce -1.1% 8,086,671 $2.1B
Morgan Stanley 0.14% Add +4.1% 7,673,828 $2.0B
Raymond James Financial Inc. 0.59% — 6,061,609 $1.6B
Northwestern Mutual Wealth Management Co. 1.29% Add +3.5% 5,792,473 $1.5B
UBS Group AG 0.33% Add +1.2% 5,562,655 $1.5B
Ameriprise Financial Inc. 0.23% Reduce -3.1% 3,393,659 $896.0M
LPL Financial LLC 0.33% Add +5.1% 3,035,228 $801.7M
Envestnet Asset Management Inc. 0.24% Reduce -1.1% 2,779,891 $734.3M
PNC Financial Services Group, Inc. 0.42% Add +0.2% 2,375,851 $627.5M
JPMorgan Chase & Co. 0.05% Add +9.7% 2,306,779 $609.3M
Natixis Advisors, LLC 1.08% Add +12.1% 2,180,997 $576.1M
Tiaa Trust, National Association 1.39% Reduce -5.5% 1,729,465 $456.8M
Royal Bank of Canada 0.09% Add +3.9% 1,541,187 $407.1M
Allworth Financial LP 2.08% Add +7.2% 1,368,594 $378.7M
Mariner, LLC 0.62% Add +4.0% 1,399,263 $369.6M
JMG Financial Group, Ltd. 11.74% Add +1.8% 1,303,518 $344.3M
CIBC Private Wealth Group LLC 0.62% Add +3.0% 1,276,174 $340.0M
Commonwealth Equity Services, LLC 0.49% Add +1.3% 1,269,996 $335.4M
Border to Coast Pensions Partnership Ltd 6.26% Add +3.4% 1,210,150 $319.4M
Financial Counselors Inc. 3.38% Add +5.5% 877,652 $231.8M
Cetera Investment Advisers 0.42% Add +0.9% 762,556 $201.4M
Nicholas Hoffman & Company, LLC. 7.88% Add +11.6% 746,133 $197.1M
BNP Paribas Financial Markets 0.15% Reduce -21.0% 741,904 $196.0M
Goldman Sachs Group Inc. 0.04% Reduce -2.0% 722,217 $190.8M
Cerity Partners LLC 0.41% Add +6.9% 721,597 $190.6M
Clearstead Advisors, LLC 2.78% Add +2.2% 690,637 $182.4M
HighTower Advisors, LLC 0.25% Add +7.1% 688,410 $181.8M
Bank of New York Mellon Corp 0.03% Reduce -2.7% 665,513 $175.8M
Mercer Global Advisors Inc. 0.42% Add +29.8% 659,318 $174.1M
Beacon Pointe Advisors, LLC 1.84% Add +0.3% 628,371 $166.0M
Osaic Holdings, Inc. 0.36% Add +1.0% 603,616 $159.5M
Bank of Montreal 0.08% Add +22.4% 601,123 $158.8M
Stifel Financial Corp. 0.16% Add +1.6% 574,132 $151.7M
Pathstone Holdings, LLC 0.67% Reduce -4.2% 572,925 $151.3M
Moneta Group Investment Advisors LLC 2.08% Add +2.3% 562,903 $148.7M
Wealthspire Advisors, LLC 1.46% Add +1.1% 557,214 $147.2M
Truist Financial Corp. 0.22% Add +0.5% 537,265 $141.9M
First Command Advisory Services, Inc. 1.29% Add +3.1% 516,951 $136.5M
MassMutual Private Wealth & Trust, FSB 3.83% Add +6.2% 516,587 $136.4M
Baird Financial Group, Inc. 0.26% Add +3.5% 513,209 $135.6M
Rockefeller Capital Management L.P. 0.33% Add +17.8% 481,904 $127.3M
Fifth Third Bancorp 0.43% Reduce -3.8% 449,225 $118.7M
Choate Investment Advisors 2.72% Add +7038.2% 428,294 $113.1M
1832 Asset Management L.P. 0.20% Add +17.8% 421,615 $111.4M
Millburn Ridgefield LLC 2.68% Add +5.4% 405,078 $107.0M
Catalyst Capital Advisors LLC 2.28% Add +5.4% 405,078 $107.0M
Cullen/Frost Bankers, Inc. 1.46% Add +1.1% 403,082 $106.5M
Joel Isaacson & Co., LLC 4.54% Add +4.9% 381,640 $100.8M
Invictus Private Wealth, LLC 7.48% Add +2.6% 372,513 $98.4M
Cresset Asset Management, LLC 0.47% Reduce -1.1% 370,770 $97.9M
Janney Montgomery Scott LLC 0.27% Reduce -0.7% 365,820 $96.6M
Captrust Financial Advisors 0.27% Reduce -4.9% 393,897 $93.9M
FMR LLC 0.01% Add +3.1% 351,475 $92.8M
Financial Synergies Wealth Advisors, Inc. 11.45% Add +1.3% 349,608 $92.3M
Assetmark, Inc. 0.25% Add +7.6% 341,677 $90.2M
Chicago Partners Investment Group LLC 2.99% Add +1.9% 337,185 $89.8M
MML Investors Services, LLC 0.31% Reduce -0.2% 337,075 $89.0M
CBIZ Investment Advisory Services, LLC 4.39% Add +1.2% 332,760 $87.9M
Trustmark Bank Trust Department 6.45% Add +8.5% 328,840 $86.9M
Larson Financial Group LLC 4.46% Reduce -8.9% 325,661 $86.0M
Bleakley Financial Group, LLC 2.57% Reduce -12.2% 323,802 $85.5M
National Philanthropic Trust 1.14% Add +13.3% 298,302 $78.8M
Corient Private Wealth LP 0.13% Reduce -15.2% 358,363 $76.8M
Manufacturers Life Insurance Company, The 0.07% Reduce -7.1% 289,423 $76.4M
Cambridge Investment Research Advisors, Inc. 0.25% Add +0.7% 282,184 $74.5M
Equitable Holdings, Inc. 0.71% Add +4.4% 281,926 $74.5M
Kestra Advisory Services, LLC 0.39% Reduce -17.0% 268,106 $70.8M
CENTRAL TRUST Co 1.73% Reduce -0.2% 267,972 $70.8M
Nadler Financial Group, Inc. 7.41% Add +0.9% 266,178 $70.3M
NewEdge Advisors, LLC 0.42% Add +15.2% 265,465 $70.1M
Oppenheimer Asset Management Inc. 0.85% Add +2.2% 263,283 $69.5M
Pittenger & Anderson Inc. 2.48% Add +1.8% 258,987 $68.4M
Smithfield Trust Co 3.40% Reduce -1.9% 258,286 $68.2M
Axxcess Wealth Management, LLC 1.66% Add +0.1% 253,457 $66.9M
Capital Asset Advisory Services LLC 3.11% Reduce -0.1% 236,267 $63.1M
Northwest Quadrant Wealth Management, LLC 13.64% Add +0.5% 227,059 $60.0M
Peapack Gladstone Financial Corp. 0.84% Add +0.3% 220,359 $58.2M
American Trust 4.40% Reduce -6.7% 218,969 $57.8M
Schneider Downs Wealth Management Advisors, LP 10.80% Add +9.5% 217,378 $57.4M
Private Advisor Group, LLC 0.31% Reduce -1.0% 208,700 $55.1M
Coldstream Capital Management Inc. 1.14% Reduce -21.0% 203,003 $53.6M
PDS Planning, Inc 4.75% Add +1.6% 202,609 $53.5M
SilverOak Wealth Management LLC 11.51% Add +3.1% 202,512 $53.5M
Comerica Bank 0.21% Add +2.0% 198,011 $52.3M
Venture Visionary Partners LLC 2.22% Add +2.4% 197,905 $52.3M
CX Institutional 2.07% Add +33.1% 197,104 $52.1M
Citizens Financial Group Inc. 1.00% Add +6.8% 193,475 $51.1M
New York Life Investment Management LLC 0.49% Reduce -3.3% 189,376 $50.0M
Fulcrum Capital LLC 9.96% Add +2.2% 180,152 $47.6M
Pine Ridge Advisers LLC 4.17% Add +42.9% 177,662 $46.9M
Sanctuary Advisors, LLC 0.30% Add +4.4% 168,724 $46.9M
Leavell Investment Management, Inc. 2.28% Add +1.9% 175,807 $46.4M
&partners 0.55% Add +53.3% 171,929 $45.8M
Stephens Inc. 0.64% Add +45.0% 173,104 $45.7M
Bessemer Group Inc. 0.07% Reduce -3.6% 170,310 $45.0M
Arax Advisory Partners 2.75% Add +52.6% 165,493 $43.7M
New Hampshire Trust 9.15% Add +3.3% 164,475 $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 2,139 holders