Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q2 2026 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $51.8M |
| Exits | 57 | $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.