Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q2 2024 (June 30)985holders +5
62new positions
59sold out
5famous investors
$146.65avg. 13F price*
At the end of Q2 2024, 985 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 5 from Q1 2024. 62 opened new positions and 59 sold out. The largest holders were Betterment LLC ($728.4M), Morgan Stanley ($690.2M) and Assetmark, Inc. ($528.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $88.5M |
| Exits | 59 | $28.7M |
All 13F filers, Q1 2024 → Q2 2024: 4,769,923 shares bought and 2,324,613 shares sold, net +2,445,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Betterment LLC | 1.89% | Reduce -10.6% | 4,842,178 | $728.4M |
| Morgan Stanley | 0.05% | Add +3.6% | 4,588,014 | $690.2M |
| Assetmark, Inc. | 1.63% | Add +4.2% | 3,512,597 | $528.4M |
| Royal Bank of Canada | 0.11% | Add +5.5% | 3,132,218 | $471.2M |
| Bank of America Corp. | 0.04% | Add +0.1% | 3,075,088 | $462.6M |
| Jones Financial Companies LLLP | 0.40% | Add +4.7% | 2,309,410 | $347.4M |
| Wells Fargo & Company | 0.08% | Reduce -2.0% | 1,935,781 | $291.2M |
| Tiaa Trust, National Association | 0.84% | Reduce -4.8% | 1,803,802 | $271.3M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -12.8% | 1,572,714 | $236.6M |
| UBS Group AG | 0.07% | Reduce -0.9% | 1,535,047 | $230.9M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.4% | 1,454,084 | $218.7M |
| Axiom Advisory, LLC | 2.06% | Add +6399.2% | 1,247,070 | $189.2M |
| Stephens Group Asset Management, LLC | 13.05% | Add +0.6% | 951,144 | $143.1M |
| LPL Financial LLC | 0.07% | Add +3.5% | 919,206 | $138.3M |
| FMR LLC | 0.01% | Reduce -0.6% | 909,538 | $136.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 899,686 | $135.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +0.4% | 812,047 | $122.2M |
| Moneta Group Investment Advisors LLC | 1.78% | Add +0.7% | 741,984 | $111.6M |
| EP Wealth Advisors, LLC | 1.17% | Add +12.3% | 730,634 | $109.9M |
| Waverly Advisors, LLC | 2.03% | Reduce -6.4% | 687,052 | $103.4M |
| Rockefeller Capital Management L.P. | 0.28% | Reduce -0.3% | 651,906 | $98.1M |
| Orgel Wealth Management, LLC | 2.58% | Add +9.1% | 635,511 | $95.6M |
| Focus Partners Wealth | 0.28% | Add +113.3% | 553,270 | $83.2M |
| Stifel Financial Corp. | 0.09% | Add +0.1% | 540,659 | $81.3M |
| Pacific Life Fund Advisors LLC | 7.85% | Add +0.7% | 522,801 | $78.6M |
| Money Design Co.,Ltd. | 4.12% | Add +7.3% | 508,519 | $76.5M |
| SYM FINANCIAL Corp | 12.17% | Add +3.1% | 507,447 | $76.3M |
| Avior Wealth Management, LLC | 3.23% | Add +15.8% | 498,986 | $75.0M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -1.1% | 471,399 | $70.9M |
| Osaic Holdings, Inc. | 0.16% | Reduce -7.3% | 436,626 | $65.7M |
| Mariner, LLC | 0.12% | Add +6.4% | 423,126 | $63.6M |
| US Bancorp \de | 0.08% | Add +1.1% | 413,423 | $62.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -1.3% | 405,938 | $61.1M |
| Truist Financial Corp. | 0.09% | Reduce -1.7% | 375,324 | $56.5M |
| Creative Planning | 0.06% | Add +21.8% | 366,165 | $55.1M |
| Equitable Holdings, Inc. | 0.55% | Reduce -25.9% | 349,900 | $52.6M |
| Rodgers & Associates, LTD | 6.60% | Add +6.2% | 341,139 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 331,527 | $49.9M |
| McAdam, LLC | 2.67% | Add +11.0% | 294,561 | $44.3M |
| Inspirion Wealth Advisors, LLC | 6.17% | Add +2.7% | 268,201 | $40.3M |
| Trust Co | 5.16% | Add +0.8% | 265,902 | $40.0M |
| Lincoln National Corp. | 1.34% | Reduce -19.9% | 264,210 | $39.7M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.1% | 254,347 | $38.3M |
| 1832 Asset Management L.P. | 0.07% | Reduce -5.1% | 252,630 | $38.0M |
| Krilogy Financial LLC | 2.63% | Add +1.8% | 236,927 | $35.6M |
| Marotta Asset Management | 7.35% | Reduce -1.0% | 238,555 | $35.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +9.1% | 235,989 | $35.5M |
| Cetera Investment Advisers | 0.08% | Reduce -1.1% | 229,688 | $34.6M |
| MML Investors Services, LLC | 0.13% | Reduce -6.7% | 219,021 | $32.9M |
| Falcon Wealth Planning | 3.96% | Add +2.8% | 202,575 | $30.5M |
| HighTower Advisors, LLC | 0.05% | Add +6.6% | 199,751 | $30.1M |
| Kestra Advisory Services, LLC | 0.17% | Add +69.3% | 206,952 | $30.0M |
| Condor Capital Management | 2.84% | Reduce -1.5% | 197,229 | $29.7M |
| Summit Financial, LLC | 1.35% | Reduce -2.7% | 195,074 | $29.5M |
| Kwmg, LLC | 2.98% | Add +1.1% | 183,538 | $27.6M |
| Symmetry Partners, LLC | 1.37% | New | 177,418 | $26.7M |
| Roberts Financial Services LLC | 5.13% | Add +1.1% | 169,493 | $25.5M |
| Bragg Financial Advisors, Inc | 1.13% | Add +0.7% | 168,103 | $25.3M |
| Total Wealth Planning, LLC | 4.06% | Add +2.9% | 156,710 | $24.7M |
| WoodTrust Financial Corp | 3.74% | New | 159,994 | $24.1M |
| BHK Investment Advisors, LLC | 9.17% | Reduce -3.5% | 155,348 | $23.4M |
| Shakespeare Wealth Management, LLC | 6.70% | Add +12.7% | 154,258 | $23.2M |
| BNP Paribas Financial Markets | 0.03% | Add +191.1% | 152,901 | $23.0M |
| NewEdge Advisors, LLC | 0.17% | Add +6.4% | 152,355 | $22.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -5.8% | 148,598 | $22.4M |
| Benjamin F. Edwards & Company, Inc. | 0.37% | Add +1.6% | 140,057 | $21.1M |
| Praetorian Wealth Management, Inc. | 5.30% | Add +2.0% | 137,568 | $20.7M |
| Raymond James & Associates | 0.01% | Add +5.6% | 135,527 | $20.4M |
| Bank of Montreal | 0.01% | Reduce -7.7% | 129,959 | $19.8M |
| Captrust Financial Advisors | 0.06% | Add +1.9% | 129,944 | $19.5M |
| Blair William & Co. | 0.06% | Add +5.6% | 128,341 | $19.3M |
| Wilmington Savings Fund Society, FSB | 0.74% | Add +4.9% | 127,577 | $19.2M |
| Ellevest, Inc. | 1.13% | Add +2.6% | 125,698 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -8.1% | 125,636 | $18.9M |
| Stephens Inc. | 0.28% | Reduce -1.0% | 123,666 | $18.6M |
| Aire Advisors, LLC | 4.18% | Add +0.7% | 121,972 | $18.3M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +4.5% | 116,615 | $17.6M |
| Avion Wealth | 4.76% | Reduce -0.2% | 114,739 | $17.3M |
| Baird Financial Group, Inc. | 0.04% | Add +2.2% | 113,033 | $17.0M |
| Arvest Investments, Inc. | 2.68% | Reduce -3.0% | 111,353 | $16.8M |
| Clayton Financial Group LLC | 7.09% | Add +6.4% | 105,118 | $16.4M |
| Sage Financial Group Inc. | 1.41% | Add +0.9% | 108,371 | $16.3M |
| Ledyard National Bank | 1.56% | Reduce -0.5% | 107,002 | $16.1M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -0.2% | 100,973 | $15.2M |
| Evensky & Katz LLC | 1.04% | Reduce -1.0% | 99,369 | $14.9M |
| Fifth Third Bancorp | 0.06% | Add +1.7% | 99,274 | $14.9M |
| Prudential Financial Inc. | 0.02% | Add +1.5% | 98,591 | $14.8M |
| Presilium Private Wealth, LLC | 3.69% | Add +5.7% | 97,111 | $14.6M |
| Asset Management Group, Inc. | 2.21% | Add +0.2% | 96,759 | $14.6M |
| Sepio Capital, LP | 1.23% | Add +0.2% | 89,095 | $13.4M |
| Capital Advantage, Inc. | 2.73% | Reduce -33.3% | 89,114 | $13.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.3% | 88,614 | $13.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -49.4% | 87,693 | $13.2M |
| Chicago Partners Investment Group LLC | 0.50% | Add +2.6% | 81,534 | $13.0M |
| Atlas Capital Advisors Inc. | 1.64% | Reduce -2.6% | 83,634 | $12.6M |
| State of Wisconsin - Board of Commissioners of Public Lands | 2.95% | No change | 81,535 | $12.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.97% | Reduce -3.1% | 80,922 | $12.2M |
| ProVise Management Group, LLC | 1.01% | Add +3.3% | 79,081 | $11.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.3% | 78,438 | $11.8M |
| Annapolis Financial Services, LLC | 3.79% | Add +6.6% | 77,841 | $11.7M |
"% 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.