Vngrd Mrngstr MD-Cap Val ETFVOEETF

13F holders, Q2 2026 (June 30)
1,244holders +16
75new positions
57sold out
5famous investors
$195.51avg. 13F price*

At the end of Q2 2026, 1,244 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 16 from Q1 2026. 75 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($965.6M), EP Wealth Advisors, LLC ($887.0M) and Assetmark, Inc. ($874.7M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrngstr MD-Cap Val ETF
Filed as
VANGUARD INDEX FDS (Q2 2026)
CUSIP
922908512
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions75$51.8M
Exits57$59.4M

All 13F filers, Q1 2026 → Q2 2026: 3,072,757 shares bought and 2,432,278 shares sold, net +640,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,244 holders

Morgan Stanley 0.05% Add +2.7% 4,886,722 $965.6M
EP Wealth Advisors, LLC 3.39% Add +8.4% 4,488,689 $887.0M
Assetmark, Inc. 1.50% Add +2.2% 4,426,816 $874.7M
Betterment LLC 1.17% Reduce -6.3% 3,506,826 $692.9M
Jones Financial Companies LLLP 0.27% Add +7.8% 3,377,503 $672.0M
Bank of America Corp. 0.04% Add +2.4% 3,119,048 $616.3M
Wells Fargo & Company 0.09% Add +1.4% 2,726,390 $538.7M
Royal Bank of Canada 0.08% Reduce -5.9% 2,278,495 $450.2M
UBS Group AG 0.05% Add +4.9% 1,537,314 $303.8M
PNC Financial Services Group, Inc. 0.14% Reduce -1.5% 1,439,048 $284.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.94% Reduce -14.8% 1,386,013 $273.9M
Stephens Group Asset Management, LLC 13.66% Add +0.2% 1,223,159 $241.7M
Envestnet Asset Management Inc. 0.06% Add +1.2% 1,219,545 $241.0M
LPL Financial LLC 0.05% Add +6.2% 1,161,630 $229.5M
Moneta Group Investment Advisors LLC 1.66% Add +4.2% 1,135,535 $224.4M
FMR LLC 0.01% Add +0.6% 1,115,744 $220.5M
Northwestern Mutual Wealth Management Co. 0.12% Add +6.1% 1,109,433 $219.2M
Orgel Wealth Management, LLC 3.60% Add +7.0% 961,906 $190.1M
Ameriprise Financial Inc. 0.03% Reduce -14.7% 753,590 $148.9M
Stifel Financial Corp. 0.12% Add +5.2% 739,432 $146.1M
Raymond James Financial Inc. 0.04% Add +1.4% 730,073 $144.3M
Osaic Holdings, Inc. 0.16% Add +7.2% 707,246 $139.8M
Focus Partners Wealth 0.13% Reduce -4.4% 653,694 $129.2M
Vantagepoint Investment Advisers LLC 0.93% Add +2.3% 626,144 $123.7M
Mariner, LLC 0.13% Add +2.3% 617,452 $122.0M
SYM FINANCIAL Corp 9.04% Add +0.3% 569,031 $112.4M
Waverly Advisors, LLC 0.60% Reduce -2.1% 518,803 $102.5M
US Bancorp \de 0.11% Reduce -0.3% 504,063 $99.6M
Creative Planning 0.05% Add +7.3% 465,241 $91.9M
Cetera Investment Advisers 0.08% Reduce -1.1% 419,517 $82.9M
Commonwealth Equity Services, LLC 0.10% Add +2.0% 409,752 $81.0M
Rockefeller Capital Management L.P. 0.12% Reduce -0.4% 397,700 $78.6M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 383,149 $76.1M
McAdam, LLC 2.92% Add +8.2% 382,832 $75.6M
Rodgers & Associates, LTD 6.70% Reduce -0.2% 373,683 $73.8M
Truist Financial Corp. 0.08% Reduce -0.6% 339,843 $67.2M
Avior Wealth Management, LLC 1.74% Reduce -36.4% 335,783 $66.3M
Everhart Financial Group, Inc. 4.05% Add +404.7% 319,994 $63.2M
HighTower Advisors, LLC 0.06% Reduce -4.2% 313,253 $61.9M
Krilogy Financial LLC 1.80% Add +2.9% 308,154 $60.9M
Berman McAleer LLC 6.97% Reduce -0.5% 304,687 $60.2M
CIBC Bancorp USA Inc. 0.07% Add +7.7% 296,030 $58.9M
Corient Private Wealth LP 0.07% Reduce -2.0% 269,444 $53.2M
Inspirion Wealth Advisors, LLC 5.95% Reduce -1.3% 262,126 $52.0M
Trust Co 4.64% Reduce -0.2% 260,508 $51.5M
MML Investors Services, LLC 0.10% Add +2.9% 248,798 $49.2M
Kestra Advisory Services, LLC 0.16% Add +50.2% 246,711 $48.8M
1832 Asset Management L.P. 0.06% No change 231,852 $45.8M
HUB Investment Partners, LLC 0.81% Reduce -5.3% 223,312 $44.1M
Benjamin Edwards Inc. 0.40% Add +5.2% 219,953 $43.5M
Marotta Asset Management 7.13% Reduce -0.7% 216,004 $42.8M
Kwmg, LLC 3.07% Add +3.7% 214,735 $42.4M
Summit Financial, LLC 0.45% Add +6.0% 206,724 $40.8M
NewEdge Advisors, LLC 0.11% Reduce -3.5% 191,598 $37.9M
Bragg Financial Advisors, Inc 0.96% Add +1.9% 182,391 $36.0M
Beacon Pointe Advisors, LLC 0.16% Add +6.6% 169,698 $33.5M
Condor Capital Management 2.49% Reduce -1.6% 168,392 $33.3M
&partners 0.14% Add +18.1% 167,087 $33.0M
First American Trust, FSB 1.95% Reduce -1.3% 163,718 $32.4M
Blair William & Co. 0.08% Reduce -8.1% 163,166 $32.2M
Cary Street Partners Financial LLC 0.69% Reduce -0.2% 184,005 $31.7M
BNP Paribas Financial Markets 0.02% Reduce -0.4% 157,923 $31.2M
Diesslin Group, Inc. 11.86% Add +24.6% 155,553 $30.7M
Avion Wealth 5.71% Reduce -1.6% 155,392 $30.7M
BHK Investment Advisors, LLC 9.09% Add +0.6% 154,011 $30.4M
Presilium Private Wealth, LLC 4.66% Add +4.5% 153,517 $30.3M
Mesirow Financial Investment Management, Inc. 0.46% Add +1.2% 149,741 $29.6M
Bank of Montreal 0.01% Add +1.8% 148,473 $29.3M
WoodTrust Financial Corp 3.44% Reduce -5.5% 146,282 $28.9M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -4.1% 142,559 $28.7M
Diversified Management Inc. 6.12% Reduce -0.7% 144,951 $28.6M
Captrust Financial Advisors 0.04% Add +17.4% 144,801 $28.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +31.6% 144,016 $28.5M
Shah Wealth Advisors, LLC 6.25% — 136,988 $27.1M
Natixis Advisors, LLC 0.03% Add +6.8% 136,243 $26.9M
Equitable Holdings, Inc. 0.16% Reduce -52.9% 133,731 $26.4M
Wilmington Savings Fund Society, FSB 0.59% Reduce -13.9% 132,889 $26.3M
Stephens Inc. 0.29% Add +2.4% 132,161 $26.1M
Wealthspire Advisors, LLC 0.14% Add +22.9% 129,350 $25.6M
Aire Advisors, LLC 4.16% Add +1.2% 129,318 $25.6M
Grove Street Fiduciary, LLC 10.59% Reduce -1.7% 126,898 $25.1M
Fifth Third Bancorp 0.04% Reduce -5.2% 125,765 $24.9M
World Investment Advisors 0.41% Reduce -0.7% 134,561 $24.8M
Strategic Investment Advisors / MI 1.46% Add +2.0% 122,391 $24.2M
Shakespeare Wealth Management, LLC 6.13% Reduce -35.4% 117,058 $23.1M
Arvest Investments, Inc. 2.75% Add +3.6% 114,879 $22.7M
Janney Montgomery Scott LLC 0.04% Add +42.8% 114,384 $22.6M
Advisory Alpha, LLC 0.52% Add +6.1% 107,901 $21.3M
DAVENPORT & Co LLC 0.11% Add +22.9% 107,297 $21.2M
Praetorian Wealth Management, Inc. 3.60% Add +0.9% 105,965 $20.9M
Sage Financial Group Inc. 1.13% Reduce -0.6% 103,488 $20.4M
OLIO Financial Planning 5.03% Add +3.3% 102,577 $20.3M
Ledyard National Bank 1.63% Reduce -1.1% 102,554 $20.3M
Baird Financial Group, Inc. 0.03% Reduce -4.4% 100,654 $19.9M
Bryn Mawr Trust Advisors, LLC 0.83% Reduce -11.7% 95,789 $18.9M
Legacies Wealth LLC 10.31% Add +4.5% 95,248 $18.8M
Cerity Partners LLC 0.02% Add +48.3% 94,783 $18.7M
Chicago Partners Investment Group LLC 0.37% Add +2.6% 92,306 $18.7M
Asset Management Group, Inc. 2.73% Reduce -1.3% 94,554 $18.7M
Peapack Gladstone Financial Corp. 0.21% Add +0.5% 93,014 $18.4M

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

Show all 1,244 holders