Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q1 2025 (March 31)
2,127holders −12
111new positions
99sold out
5famous investors
$258.05avg. 13F price*

At the end of Q1 2025, 2,127 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, down 12 from Q4 2024. 111 opened new positions and 99 sold out. The largest holders were Wells Fargo & Company ($6.2B), Jones Financial Companies LLLP ($4.7B) and Bank of America Corp. ($4.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$173.8M
Exits99$211.0M

All 13F filers, Q4 2024 → Q1 2025: 10,871,319 shares bought and 3,191,602 shares sold, net +7,679,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,127 holders

Wells Fargo & Company 1.50% Add +7.0% 23,962,495 $6.2B
Jones Financial Companies LLLP 4.23% Add +5.2% 18,352,893 $4.7B
Bank of America Corp. 0.38% Add +0.4% 16,625,845 $4.3B
Creative Planning 2.00% Add +1.6% 8,212,002 $2.1B
Morgan Stanley 0.15% Add +4.7% 8,031,507 $2.1B
Northwestern Mutual Wealth Management Co. 1.32% Add +7.9% 6,251,149 $1.6B
Raymond James Financial Inc. 0.60% Add +2.0% 6,186,061 $1.6B
UBS Group AG 0.32% Add +1.1% 5,624,033 $1.5B
Ameriprise Financial Inc. 0.24% Reduce -0.1% 3,388,560 $876.3M
Envestnet Asset Management Inc. 0.27% Add +14.5% 3,183,217 $823.2M
LPL Financial LLC 0.30% Reduce -2.1% 2,970,441 $768.2M
Natixis Advisors, LLC 1.16% Add +11.3% 2,427,941 $627.9M
PNC Financial Services Group, Inc. 0.32% Reduce -1.0% 2,352,154 $608.3M
JPMorgan Chase & Co. 0.05% Reduce -0.3% 2,299,184 $594.6M
Tiaa Trust, National Association 1.35% Reduce -3.1% 1,676,486 $433.6M
Mariner, LLC 0.67% Add +10.7% 1,548,750 $400.5M
Royal Bank of Canada 0.09% Reduce -0.1% 1,540,456 $398.4M
CIBC Private Wealth Group LLC 0.77% Add +25.2% 1,597,952 $365.2M
Allworth Financial LP 2.00% Add +2.1% 1,397,885 $355.1M
JMG Financial Group, Ltd. 11.73% Add +3.2% 1,345,236 $347.9M
Commonwealth Equity Services, LLC 0.45% Reduce -3.2% 1,229,064 $317.9M
Border to Coast Pensions Partnership Ltd 6.41% No change 1,210,150 $313.0M
Wealthspire Advisors, LLC 1.73% Add +100.8% 1,119,086 $289.4M
Bank of New York Mellon Corp 0.05% Add +57.8% 1,050,401 $271.7M
HighTower Advisors, LLC 0.31% Add +27.6% 878,631 $227.2M
Kestra Investment Management, LLC 4.36% Add +482.6% 874,598 $226.2M
Financial Counselors Inc. 3.42% Reduce -0.6% 872,371 $225.6M
Nicholas Hoffman & Company, LLC. 8.46% Add +15.3% 860,276 $222.5M
Cetera Investment Advisers 0.40% Add +4.4% 796,005 $205.9M
Cerity Partners LLC 0.42% Add +9.8% 792,549 $205.0M
Goldman Sachs Group Inc. 0.04% Reduce -0.3% 719,998 $186.2M
Mercer Global Advisors Inc. 0.43% Add +9.8% 723,746 $186.1M
Clearstead Advisors, LLC 2.76% Reduce -0.6% 686,349 $177.5M
Osaic Holdings, Inc. 0.39% Add +13.2% 683,040 $176.8M
Bank of Montreal 0.09% Add +8.9% 654,453 $169.3M
Moneta Group Investment Advisors LLC 2.33% Add +16.1% 653,396 $169.0M
Stifel Financial Corp. 0.17% Add +7.5% 617,119 $159.6M
Beacon Pointe Advisors, LLC 1.76% Reduce -4.0% 603,446 $156.1M
Pathstone Holdings, LLC 0.67% Add +4.9% 600,978 $155.4M
Truist Financial Corp. 0.23% Add +4.7% 562,717 $145.5M
First Command Advisory Services, Inc. 1.35% Add +5.5% 545,449 $141.1M
Baird Financial Group, Inc. 0.27% Add +4.0% 533,749 $138.0M
MassMutual Private Wealth & Trust, FSB 3.87% Add +0.1% 516,860 $133.7M
Rockefeller Capital Management L.P. 0.32% Add +4.9% 505,380 $130.7M
1832 Asset Management L.P. 0.21% Add +3.1% 434,790 $112.4M
Fifth Third Bancorp 0.43% Reduce -3.5% 433,459 $112.1M
Choate Investment Advisors 2.66% Reduce -3.2% 414,627 $107.2M
Cullen/Frost Bankers, Inc. 1.49% Add +1.8% 410,358 $106.1M
Millburn Ridgefield LLC 2.53% Reduce -0.2% 404,194 $104.5M
Catalyst Capital Advisors LLC 2.14% Reduce -0.2% 404,194 $104.5M
Joel Isaacson & Co., LLC 4.67% Add +4.4% 398,363 $103.0M
Corient Private Wealth LP 0.17% Add +9.5% 392,382 $101.5M
Invictus Private Wealth, LLC 7.87% Add +3.1% 384,048 $99.3M
FMR LLC 0.01% Add +5.9% 372,168 $96.3M
Cresset Asset Management, LLC 0.48% Reduce -0.3% 369,569 $95.6M
Financial Synergies Wealth Advisors, Inc. 11.42% Add +3.8% 363,016 $93.9M
Chicago Partners Investment Group LLC 3.08% Add +5.3% 355,235 $92.5M
Janney Montgomery Scott LLC 0.26% Reduce -2.7% 356,101 $92.1M
Captrust Financial Advisors 0.23% Reduce -1.0% 389,968 $90.9M
Assetmark, Inc. 0.24% Add +0.6% 343,649 $88.9M
CBIZ Investment Advisory Services, LLC 4.31% Add +2.2% 339,937 $87.9M
Bleakley Financial Group, LLC 2.82% Add +4.8% 339,412 $87.8M
Trustmark Bank Trust Department 6.34% Add +0.7% 331,125 $85.6M
MML Investors Services, LLC 0.28% Reduce -3.8% 324,393 $83.9M
Pine Ridge Advisers LLC 6.92% Add +75.9% 312,532 $80.8M
Equitable Holdings, Inc. 0.75% Add +8.7% 306,408 $79.2M
Larson Financial Group LLC 3.76% Reduce -6.1% 305,786 $79.1M
National Philanthropic Trust 1.23% Reduce -1.6% 293,556 $75.9M
Cambridge Investment Research Advisors, Inc. 0.25% Add +1.8% 287,222 $74.3M
BNP Paribas Financial Markets 0.06% Reduce -61.9% 282,743 $73.1M
NewEdge Advisors, LLC 0.42% Add +3.9% 275,742 $71.3M
Manufacturers Life Insurance Company, The 0.07% Reduce -5.5% 273,554 $70.7M
Kestra Advisory Services, LLC 0.34% Add +1.8% 273,038 $70.6M
Nadler Financial Group, Inc. 7.76% Add +1.8% 271,049 $70.1M
CENTRAL TRUST Co 1.71% Add +0.4% 269,139 $69.6M
Pittenger & Anderson Inc. 2.51% Add +2.3% 264,902 $68.5M
Oppenheimer Asset Management Inc. 0.83% Reduce -1.9% 258,382 $66.8M
Smithfield Trust Co 3.28% Reduce -2.0% 253,224 $65.5M
Axxcess Wealth Management, LLC 1.77% Reduce -1.4% 250,004 $64.7M
Capital Asset Advisory Services LLC 3.08% Reduce -2.2% 231,116 $60.5M
Schneider Downs Wealth Management Advisors, LP 10.82% Add +6.3% 230,998 $59.7M
Private Advisor Group, LLC 0.36% Add +9.9% 229,332 $59.3M
CX Institutional 2.19% Add +13.9% 224,464 $58.1M
Venture Visionary Partners LLC 2.41% Add +12.2% 222,001 $57.4M
Peapack Gladstone Financial Corp. 0.85% Add +0.4% 221,223 $57.2M
PDS Planning, Inc 4.53% Add +2.5% 207,575 $53.7M
SilverOak Wealth Management LLC 11.50% Add +1.5% 205,593 $53.2M
Connecticut Wealth Management, LLC 2.76% New 203,799 $52.7M
Northwest Quadrant Wealth Management, LLC 12.32% Reduce -10.6% 202,908 $52.5M
Citizens Financial Group Inc. 1.01% Add +2.5% 198,254 $51.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +27.8% 194,666 $50.3M
Comerica Bank 0.21% Reduce -2.4% 193,322 $50.0M
&partners 0.52% Add +11.0% 190,855 $48.9M
Leavell Investment Management, Inc. 2.33% Add +3.6% 182,101 $47.1M
New York Life Investment Management LLC 0.48% Reduce -4.2% 181,456 $46.9M
Fulcrum Capital LLC 10.34% Add +0.1% 180,400 $46.7M
Sanctuary Advisors, LLC 0.32% Add +3.7% 174,974 $45.3M
Bessemer Group Inc. 0.08% Reduce -1.0% 168,679 $43.6M
New Hampshire Trust 9.94% Add +2.1% 167,979 $43.4M
Riverpoint Wealth Management Holdings, LLC 10.80% Add +2.7% 161,637 $41.8M

"% 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 2,127 holders