Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2024 (March 31)980holders
3famous investors
$153.85avg. 13F price*
At the end of Q1 2024, 980 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings. The largest holders were Betterment LLC ($844.1M), Morgan Stanley ($690.2M) and Assetmark, Inc. ($525.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $66.6M |
| Exits | 57 | $159.0M |
Ownership 980 holders
| Betterment LLC | 2.26% | Reduce -50.0% | 5,414,204 | $844.1M |
| Morgan Stanley | 0.06% | Add +3.9% | 4,426,638 | $690.2M |
| Assetmark, Inc. | 1.71% | Add +10.7% | 3,369,797 | $525.4M |
| Bank of America Corp. | 0.05% | Reduce -2.6% | 3,073,129 | $479.1M |
| Royal Bank of Canada | 0.11% | Add +4.7% | 2,969,217 | $462.9M |
| Jones Financial Companies LLLP | 0.47% | Reduce -0.2% | 2,206,376 | $344.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.3% | 1,975,107 | $307.9M |
| Tiaa Trust, National Association | 0.90% | Reduce -6.7% | 1,893,796 | $295.3M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -0.3% | 1,803,774 | $281.2M |
| UBS Group AG | 0.08% | Reduce -2.0% | 1,549,117 | $241.5M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.5% | 1,475,066 | $230.0M |
| Stephens Group Asset Management, LLC | 13.46% | Reduce -0.3% | 945,346 | $147.4M |
| FMR LLC | 0.01% | Reduce -1.6% | 915,253 | $142.7M |
| LPL Financial LLC | 0.07% | Reduce -2.5% | 887,906 | $138.4M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 885,161 | $138.0M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -2.4% | 808,555 | $126.1M |
| Moneta Group Investment Advisors LLC | 1.87% | Add +41.4% | 737,176 | $114.9M |
| Waverly Advisors, LLC | 2.69% | Reduce -3.7% | 734,010 | $114.4M |
| Rockefeller Capital Management L.P. | 0.30% | Add +3.1% | 654,016 | $102.0M |
| EP Wealth Advisors, LLC | 1.19% | Add +0.3% | 650,698 | $101.5M |
| Orgel Wealth Management, LLC | 2.49% | Add +46.7% | 582,341 | $90.8M |
| Stifel Financial Corp. | 0.10% | Reduce -1.3% | 540,080 | $84.2M |
| Pacific Life Fund Advisors LLC | 7.94% | Reduce -12.4% | 519,157 | $80.9M |
| SYM FINANCIAL Corp | 12.66% | Add +3.4% | 492,070 | $76.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.4% | 476,539 | $74.3M |
| Money Design Co.,Ltd. | 4.02% | Add +3.8% | 473,734 | $73.9M |
| Equitable Holdings, Inc. | 0.83% | Add +1.2% | 472,367 | $73.6M |
| Osaic Holdings, Inc. | 0.16% | Reduce -33.5% | 471,065 | $73.5M |
| Avior Wealth Management, LLC | 3.12% | Add +5.4% | 431,055 | $67.2M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -4.4% | 411,457 | $64.2M |
| US Bancorp \de | 0.09% | Reduce -2.5% | 409,047 | $63.8M |
| Mariner, LLC | 0.13% | Add +0.8% | 397,722 | $62.0M |
| Truist Financial Corp. | 0.09% | Reduce -11.4% | 381,723 | $59.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 348,029 | $54.3M |
| Lincoln National Corp. | 0.80% | Reduce -0.1% | 330,039 | $51.5M |
| Rodgers & Associates, LTD | 6.43% | Reduce -0.0% | 321,194 | $50.1M |
| Creative Planning | 0.05% | Reduce -1.5% | 300,712 | $46.9M |
| 1832 Asset Management L.P. | 0.08% | No change | 266,263 | $41.5M |
| McAdam, LLC | 2.65% | Add +11.6% | 265,293 | $41.4M |
| Trust Co | 5.40% | Reduce -7.9% | 263,776 | $41.1M |
| Inspirion Wealth Advisors, LLC | 6.73% | Add +2.4% | 261,204 | $40.7M |
| Focus Partners Wealth | 0.33% | Add +2.3% | 259,345 | $40.4M |
| Private Advisor Group, LLC | 0.29% | Reduce -1.3% | 254,669 | $39.7M |
| Marotta Asset Management | 7.77% | Reduce -1.7% | 240,991 | $37.6M |
| MML Investors Services, LLC | 0.15% | Reduce -17.4% | 234,621 | $36.6M |
| Krilogy Financial LLC | 2.79% | Add +1.1% | 232,856 | $36.3M |
| Cetera Investment Advisers | 0.09% | Add +201.3% | 232,131 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +8.8% | 216,248 | $33.7M |
| Summit Financial, LLC | 1.85% | Add +1.1% | 200,480 | $31.3M |
| Condor Capital Management | 3.06% | Reduce -3.0% | 200,311 | $31.2M |
| Falcon Wealth Planning | 4.87% | Reduce -5.3% | 197,018 | $30.7M |
| HighTower Advisors, LLC | 0.05% | Add +4.5% | 187,442 | $29.2M |
| Kwmg, LLC | 3.10% | Add +1.0% | 181,488 | $28.3M |
| Natixis Advisors, LLC | 0.06% | Add +29.9% | 173,182 | $27.0M |
| Roberts Financial Services LLC | 5.33% | Add +1.3% | 167,582 | $26.1M |
| Bragg Financial Advisors, Inc | 1.17% | Add +1.0% | 166,941 | $26.0M |
| BHK Investment Advisors, LLC | 9.65% | Add +34.0% | 161,068 | $25.1M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -0.5% | 157,689 | $24.6M |
| Total Wealth Planning, LLC | 4.08% | Add +1.0% | 152,368 | $23.8M |
| NewEdge Advisors, LLC | 0.19% | Add +1.2% | 143,189 | $22.3M |
| Bank of Montreal | 0.01% | Reduce -5.5% | 140,848 | $22.0M |
| Benjamin F. Edwards & Company, Inc. | 0.39% | Add +2.1% | 137,808 | $21.5M |
| Shakespeare Wealth Management, LLC | 6.19% | Add +1.5% | 136,927 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -24.2% | 136,754 | $21.3M |
| Praetorian Wealth Management, Inc. | 5.62% | Add +1.9% | 134,818 | $21.0M |
| Capital Advantage, Inc. | 4.18% | Reduce -1.1% | 133,499 | $20.6M |
| Raymond James & Associates | 0.01% | Reduce -49.0% | 128,385 | $20.0M |
| Captrust Financial Advisors | 0.07% | Reduce -24.1% | 127,465 | $19.9M |
| Stephens Inc. | 0.30% | Reduce -0.9% | 124,927 | $19.5M |
| Ellevest, Inc. | 1.18% | Add +2.3% | 122,467 | $19.1M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.1% | 122,237 | $19.1M |
| Wilmington Savings Fund Society, FSB | 0.73% | — | 121,654 | $19.0M |
| Blair William & Co. | 0.06% | Reduce -11.8% | 121,542 | $18.9M |
| Aire Advisors, LLC | 4.26% | Add +0.3% | 121,093 | $18.9M |
| Avion Wealth | 4.81% | Add +1.2% | 114,952 | $17.9M |
| Arvest Investments, Inc. | 2.84% | Reduce -2.7% | 114,797 | $17.9M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +41.0% | 111,618 | $17.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.6% | 110,644 | $17.3M |
| Ledyard National Bank | 1.62% | Add +0.1% | 107,561 | $16.8M |
| Sage Financial Group Inc. | 1.51% | Reduce -0.6% | 107,416 | $16.7M |
| Peapack Gladstone Financial Corp. | 0.25% | Reduce -1.2% | 101,193 | $15.8M |
| Evensky & Katz LLC | 1.10% | Reduce -1.0% | 100,413 | $15.7M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -15.6% | 100,333 | $15.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -25.3% | 89,736 | $15.5M |
| Clayton Financial Group LLC | 7.01% | Add +4.4% | 98,836 | $15.4M |
| Fifth Third Bancorp | 0.06% | Add +12.7% | 97,573 | $15.2M |
| Prudential Financial Inc. | 0.02% | Reduce -8.3% | 97,119 | $15.1M |
| Asset Management Group, Inc. | 2.29% | Add +0.6% | 96,526 | $15.0M |
| Presilium Private Wealth, LLC | 3.80% | Add +4.3% | 91,841 | $14.3M |
| Sepio Capital, LP | 1.19% | Reduce -1.9% | 88,933 | $13.9M |
| Atlas Capital Advisors Inc. | 2.09% | Add +56.5% | 85,851 | $13.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.3% | 84,591 | $13.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.27% | Add +0.8% | 83,528 | $13.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 3.02% | No change | 81,535 | $12.7M |
| Lutz Financial Services LLC | 1.09% | Reduce -1.2% | 79,908 | $12.5M |
| Avantax Planning Partners, Inc. | 0.40% | Reduce -8.9% | 79,149 | $12.3M |
| Prosperity Planning, Inc. | 5.98% | Add +5.4% | 79,085 | $12.3M |
| ProVise Management Group, LLC | 1.03% | Add +1.2% | 76,571 | $11.9M |
| Chicago Partners Investment Group LLC | 0.51% | Add +8.0% | 79,450 | $11.9M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -4.5% | 73,656 | $11.5M |
"% 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.