Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q3 2024 (September 30)1,034holders +49
88new positions
43sold out
5famous investors
$165.40avg. 13F price*
At the end of Q3 2024, 1,034 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 49 from Q2 2024. 88 opened new positions and 43 sold out. The largest holders were Betterment LLC ($784.8M), Morgan Stanley ($768.1M) and Assetmark, Inc. ($612.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q3 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $62.0M |
| Exits | 43 | $61.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,216,900 shares bought and 2,737,638 shares sold, net −520,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,034 holders
| Betterment LLC | 1.87% | Reduce -3.3% | 4,680,672 | $784.8M |
| Morgan Stanley | 0.06% | Reduce -0.1% | 4,581,313 | $768.1M |
| Assetmark, Inc. | 1.75% | Add +4.0% | 3,653,982 | $612.7M |
| Royal Bank of Canada | 0.12% | Add +1.8% | 3,187,635 | $534.5M |
| Bank of America Corp. | 0.05% | Add +0.1% | 3,078,684 | $516.2M |
| Jones Financial Companies LLLP | 0.41% | Add +2.3% | 2,361,885 | $395.2M |
| Wells Fargo & Company | 0.08% | Reduce -2.5% | 1,887,203 | $316.4M |
| Tiaa Trust, National Association | 0.89% | Reduce -1.7% | 1,773,667 | $297.4M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -0.4% | 1,566,374 | $262.6M |
| UBS Group AG | 0.07% | Add +1.8% | 1,562,122 | $261.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.1% | 1,469,296 | $246.4M |
| Axiom Advisory, LLC | 2.11% | Add +13.6% | 1,416,880 | $225.3M |
| Stephens Group Asset Management, LLC | 13.70% | Add +2.8% | 978,033 | $164.0M |
| LPL Financial LLC | 0.07% | Add +2.5% | 941,833 | $157.9M |
| EP Wealth Advisors, LLC | 1.34% | Add +26.9% | 927,092 | $155.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.9% | 907,746 | $152.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +11.0% | 901,066 | $151.1M |
| FMR LLC | 0.01% | Reduce -1.8% | 893,540 | $149.8M |
| Moneta Group Investment Advisors LLC | 1.86% | Add +3.0% | 764,078 | $128.1M |
| Orgel Wealth Management, LLC | 2.77% | Add +3.9% | 660,106 | $110.7M |
| Waverly Advisors, LLC | 2.03% | Reduce -4.4% | 656,610 | $110.1M |
| Rockefeller Capital Management L.P. | 0.26% | Reduce -10.7% | 582,000 | $97.6M |
| Money Design Co.,Ltd. | 4.73% | Add +11.6% | 567,357 | $95.1M |
| Stifel Financial Corp. | 0.10% | Add +0.9% | 545,366 | $91.4M |
| Pacific Life Fund Advisors LLC | 8.52% | Reduce -1.6% | 514,223 | $86.2M |
| SYM FINANCIAL Corp | 11.42% | Add +0.3% | 508,828 | $85.3M |
| Avior Wealth Management, LLC | 3.32% | Reduce -0.4% | 496,917 | $83.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.3% | 473,010 | $79.3M |
| Mariner, LLC | 0.13% | Add +3.1% | 436,471 | $73.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -0.5% | 434,677 | $72.9M |
| US Bancorp \de | 0.09% | Reduce -1.8% | 405,888 | $68.1M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -0.4% | 404,442 | $67.8M |
| Truist Financial Corp. | 0.10% | Reduce -0.5% | 373,609 | $62.6M |
| Creative Planning | 0.06% | Reduce -0.2% | 365,297 | $61.2M |
| Equitable Holdings, Inc. | 0.57% | Add +0.1% | 350,067 | $58.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 341,151 | $57.2M |
| Rodgers & Associates, LTD | 6.64% | Reduce -2.6% | 332,107 | $55.7M |
| Focus Partners Wealth | 0.16% | Reduce -47.6% | 290,025 | $48.6M |
| McAdam, LLC | 2.69% | Reduce -2.9% | 286,081 | $48.0M |
| Inspirion Wealth Advisors, LLC | 6.43% | Add +2.3% | 274,441 | $46.0M |
| Lincoln National Corp. | 1.44% | Add +1.4% | 267,817 | $44.9M |
| Mesirow Financial Investment Management, Inc. | 0.83% | Add +119.1% | 255,535 | $42.8M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.3% | 253,634 | $42.5M |
| 1832 Asset Management L.P. | 0.07% | Reduce -4.8% | 240,423 | $40.3M |
| Trust Co | 4.81% | Reduce -10.2% | 238,787 | $40.0M |
| Cetera Investment Advisers | 0.09% | Add +3.3% | 237,305 | $39.8M |
| Marotta Asset Management | 7.80% | Reduce -0.7% | 236,977 | $39.7M |
| MML Investors Services, LLC | 0.14% | Add +3.2% | 226,079 | $37.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -7.7% | 217,732 | $36.5M |
| Krilogy Financial LLC | 2.49% | Reduce -8.8% | 215,993 | $36.2M |
| HighTower Advisors, LLC | 0.05% | Add +3.6% | 206,899 | $34.7M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -2.4% | 201,942 | $33.9M |
| Condor Capital Management | 2.97% | Reduce -0.2% | 196,856 | $33.0M |
| Kwmg, LLC | 3.11% | Add +0.4% | 184,198 | $30.9M |
| Summit Financial, LLC | 1.15% | Reduce -10.3% | 174,882 | $29.3M |
| Roberts Financial Services LLC | 5.35% | Add +0.5% | 170,405 | $28.6M |
| Bragg Financial Advisors, Inc | 1.17% | Add +1.0% | 169,835 | $28.5M |
| WoodTrust Financial Corp | 3.97% | Add +4.0% | 166,452 | $27.9M |
| Shakespeare Wealth Management, LLC | 7.28% | Add +7.7% | 166,158 | $27.9M |
| Falcon Wealth Planning | 3.22% | Reduce -19.4% | 163,296 | $27.4M |
| Total Wealth Planning, LLC | 4.16% | Add +1.5% | 159,127 | $26.7M |
| NewEdge Advisors, LLC | 0.17% | Add +3.0% | 156,912 | $26.3M |
| BHK Investment Advisors, LLC | 9.65% | Reduce -0.7% | 154,204 | $25.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +19.5% | 150,081 | $25.2M |
| Benjamin Edwards Inc. | 0.36% | Add +16265.5% | 149,253 | $25.0M |
| Raymond James & Associates | 0.02% | Add +9.2% | 147,998 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -5.4% | 144,639 | $24.3M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -3.5% | 143,455 | $24.1M |
| Praetorian Wealth Management, Inc. | 5.68% | Reduce -1.1% | 136,064 | $22.8M |
| Wilmington Savings Fund Society, FSB | 0.40% | Add +4.4% | 133,175 | $22.3M |
| Ellevest, Inc. | 1.19% | Add +1.6% | 127,705 | $21.4M |
| Blair William & Co. | 0.06% | Reduce -0.9% | 127,145 | $21.3M |
| Bank of Montreal | 0.01% | Reduce -4.5% | 124,047 | $20.8M |
| Captrust Financial Advisors | 0.06% | Reduce -6.5% | 121,526 | $20.4M |
| Aire Advisors, LLC | 4.46% | Reduce -1.6% | 120,078 | $20.1M |
| Avion Wealth | 5.25% | Add +4.2% | 119,599 | $20.1M |
| Stephens Inc. | 0.28% | Reduce -3.4% | 119,420 | $20.0M |
| World Investment Advisors | 0.57% | Add +1316.2% | 108,903 | $18.3M |
| Sage Financial Group Inc. | 1.48% | Reduce -0.2% | 108,148 | $18.1M |
| Ledyard National Bank | 1.66% | Add +1.0% | 108,090 | $18.1M |
| Arvest Investments, Inc. | 2.68% | Reduce -5.0% | 105,769 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.9% | 105,272 | $17.7M |
| Clayton Financial Group LLC | 6.55% | Reduce -0.8% | 104,269 | $17.5M |
| Peapack Gladstone Financial Corp. | 0.24% | Reduce -0.2% | 100,753 | $16.9M |
| Evensky & Katz LLC | 1.08% | Reduce -0.8% | 98,602 | $16.5M |
| Fifth Third Bancorp | 0.06% | Reduce -1.0% | 98,313 | $16.5M |
| Presilium Private Wealth, LLC | 3.74% | Reduce -0.1% | 96,963 | $16.3M |
| Asset Management Group, Inc. | 2.29% | Add +0.1% | 96,804 | $16.2M |
| Prudential Financial Inc. | 0.02% | Reduce -2.8% | 95,863 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +1.2% | 89,697 | $15.0M |
| Q3 Asset Management | 3.51% | New | 89,506 | $15.0M |
| Natixis Advisors, LLC | 0.03% | Add +1.7% | 89,212 | $15.0M |
| Sepio Capital, LP | 1.16% | Add +0.1% | 89,171 | $15.0M |
| Capital Advantage, Inc. | 2.77% | Reduce -3.3% | 86,210 | $14.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.15% | Add +6.0% | 85,805 | $14.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.5% | 84,279 | $14.1M |
| Chicago Partners Investment Group LLC | 0.49% | Add +0.4% | 81,881 | $13.8M |
| Annapolis Financial Services, LLC | 4.06% | Add +5.1% | 81,802 | $13.7M |
| ProVise Management Group, LLC | 1.04% | Reduce -1.1% | 78,220 | $13.1M |
| LMCG Investments, LLC | 0.75% | Add +1.7% | 74,645 | $12.5M |
"% 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.