Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q4 2024 (December 31)1,114holders +80
62new positions
51sold out
7famous investors
$159.81avg. 13F price*
At the end of Q4 2024, 1,114 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 80 from Q3 2024. 62 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($755.3M), Betterment LLC ($729.4M) and Assetmark, Inc. ($635.9M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $59.1M |
| Exits | 51 | $199.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,001,824 shares bought and 2,345,513 shares sold, net +656,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,114 holders
| Morgan Stanley | 0.05% | Add +1.9% | 4,668,764 | $755.3M |
| Betterment LLC | 1.74% | Reduce -3.7% | 4,509,099 | $729.4M |
| Assetmark, Inc. | 1.73% | Add +7.6% | 3,930,680 | $635.9M |
| Royal Bank of Canada | 0.11% | Add +0.3% | 3,197,152 | $517.2M |
| Bank of America Corp. | 0.05% | Add +0.1% | 3,082,061 | $498.6M |
| Jones Financial Companies LLLP | 0.37% | Add +2.4% | 2,419,536 | $391.4M |
| Wells Fargo & Company | 0.09% | Add +19.1% | 2,247,147 | $363.5M |
| Tiaa Trust, National Association | 0.85% | Reduce -2.8% | 1,723,675 | $278.8M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -0.0% | 1,565,745 | $253.3M |
| UBS Group AG | 0.06% | Reduce -2.2% | 1,527,158 | $247.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.2% | 1,422,632 | $230.1M |
| EP Wealth Advisors, LLC | 1.68% | Add +37.7% | 1,276,253 | $206.5M |
| LPL Financial LLC | 0.07% | Add +11.3% | 1,048,127 | $169.6M |
| Stephens Group Asset Management, LLC | 13.24% | Add +0.5% | 982,757 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 915,173 | $148.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +1.1% | 910,941 | $147.4M |
| FMR LLC | 0.01% | Add +0.3% | 896,326 | $145.0M |
| Moneta Group Investment Advisors LLC | 1.78% | Add +3.0% | 786,783 | $127.3M |
| Orgel Wealth Management, LLC | 2.94% | Add +5.4% | 695,908 | $112.6M |
| Raymond James Financial Inc. | 0.04% | — | 652,772 | $105.6M |
| Waverly Advisors, LLC | 1.58% | Reduce -3.7% | 632,321 | $102.3M |
| Stifel Financial Corp. | 0.10% | Add +10.3% | 601,492 | $97.3M |
| Rockefeller Capital Management L.P. | 0.24% | Add +0.2% | 582,957 | $94.3M |
| Avior Wealth Management, LLC | 3.14% | Add +6.7% | 530,145 | $85.7M |
| SYM FINANCIAL Corp | 10.64% | Reduce -0.0% | 508,789 | $82.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +5.6% | 499,436 | $80.8M |
| Mariner, LLC | 0.12% | Add +4.9% | 457,960 | $74.1M |
| Creative Planning | 0.07% | Add +22.3% | 446,720 | $72.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -4.0% | 417,377 | $66.7M |
| US Bancorp \de | 0.09% | Add +0.4% | 407,460 | $65.9M |
| Pacific Life Fund Advisors LLC | 6.55% | Reduce -24.1% | 390,571 | $63.2M |
| JPMorgan Chase & Co. | 0.01% | Add +13.5% | 387,128 | $62.6M |
| Equitable Holdings, Inc. | 0.59% | Add +9.3% | 382,694 | $61.9M |
| Truist Financial Corp. | 0.09% | Reduce -0.4% | 372,254 | $60.2M |
| Rodgers & Associates, LTD | 6.54% | Add +2.1% | 339,152 | $54.9M |
| Focus Partners Wealth | 0.13% | Add +10.0% | 318,936 | $51.6M |
| McAdam, LLC | 2.62% | Add +3.8% | 296,955 | $48.0M |
| Inspirion Wealth Advisors, LLC | 6.42% | Add +3.5% | 284,139 | $46.0M |
| Private Advisor Group, LLC | 0.23% | Reduce -0.1% | 253,473 | $41.0M |
| MML Investors Services, LLC | 0.14% | Add +10.9% | 250,685 | $40.6M |
| Trust Co | 4.49% | Add +1.4% | 242,046 | $39.2M |
| Cetera Investment Advisers | 0.08% | Add +0.8% | 239,324 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +9.8% | 239,094 | $38.7M |
| 1832 Asset Management L.P. | 0.07% | Reduce -3.5% | 231,976 | $37.5M |
| Marotta Asset Management | 7.51% | Reduce -6.1% | 222,570 | $35.9M |
| HighTower Advisors, LLC | 0.05% | Add +3.9% | 214,861 | $34.8M |
| Krilogy Financial LLC | 2.31% | Reduce -0.8% | 214,378 | $34.7M |
| Condor Capital Management | 2.82% | Add +0.5% | 197,917 | $32.0M |
| Kwmg, LLC | 3.03% | Reduce -1.3% | 181,834 | $29.4M |
| Summit Financial, LLC | 1.00% | Add +1.2% | 176,987 | $28.6M |
| Roberts Financial Services LLC | 5.38% | Add +3.4% | 176,229 | $28.5M |
| Sequoia Financial Advisors, LLC | 0.27% | Add +4871.5% | 172,065 | $27.8M |
| WoodTrust Financial Corp | 3.91% | Add +3.3% | 171,952 | $27.8M |
| Falcon Wealth Planning | 3.02% | Add +2.4% | 167,208 | $27.0M |
| Bragg Financial Advisors, Inc | 1.08% | Reduce -2.5% | 165,573 | $26.8M |
| Shakespeare Wealth Management, LLC | 7.09% | Reduce -2.1% | 162,589 | $26.3M |
| Total Wealth Planning, LLC | 4.03% | Add +0.6% | 160,045 | $25.9M |
| NewEdge Advisors, LLC | 0.16% | Add +1.8% | 159,715 | $25.8M |
| Benjamin Edwards Inc. | 0.36% | Add +5.6% | 157,548 | $25.5M |
| BHK Investment Advisors, LLC | 9.38% | Add +0.1% | 154,429 | $25.0M |
| BNP Paribas Financial Markets | 0.02% | Add +3.5% | 149,626 | $24.2M |
| Christopher J. Hasenberg, Inc | 9.60% | New | 147,191 | $23.8M |
| Grove Street Fiduciary, LLC | 12.21% | — | 143,725 | $23.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.6% | 142,550 | $23.1M |
| Wilmington Savings Fund Society, FSB | 0.41% | Add +6.5% | 141,778 | $22.9M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -44.7% | 141,317 | $22.9M |
| Avion Wealth | 5.84% | Add +17.4% | 140,472 | $22.7M |
| Praetorian Wealth Management, Inc. | 5.34% | Reduce -0.1% | 135,870 | $22.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.6% | 135,708 | $22.0M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -33.1% | 135,161 | $21.9M |
| Bank of Montreal | 0.01% | Add +3.7% | 128,658 | $20.8M |
| Blair William & Co. | 0.06% | Reduce -0.1% | 127,059 | $20.6M |
| Cary Street Partners Financial LLC | 0.67% | — | 150,741 | $20.5M |
| Ellevest, Inc. | 1.17% | Reduce -2.2% | 124,921 | $20.2M |
| Aire Advisors, LLC | 4.05% | Add +1.3% | 121,652 | $19.7M |
| Sepio Capital, LP | 1.56% | Add +35.3% | 120,612 | $19.5M |
| Captrust Financial Advisors | 0.05% | Reduce -2.7% | 118,254 | $19.1M |
| Stephens Inc. | 0.27% | Reduce -1.7% | 117,433 | $19.0M |
| Clayton Financial Group LLC | 6.32% | Add +4.0% | 108,399 | $17.5M |
| Sage Financial Group Inc. | 1.40% | Reduce -0.8% | 107,297 | $17.4M |
| Ledyard National Bank | 1.61% | Reduce -2.2% | 105,726 | $17.1M |
| Arvest Investments, Inc. | 2.68% | Reduce -2.1% | 103,577 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Add +13.7% | 101,427 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.4% | 100,678 | $16.3M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -1.0% | 99,736 | $16.1M |
| Presilium Private Wealth, LLC | 3.70% | Add +2.6% | 99,533 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +8.8% | 97,542 | $15.8M |
| Asset Management Group, Inc. | 2.76% | Reduce -1.0% | 95,847 | $15.5M |
| Evensky & Katz LLC | 1.00% | Reduce -3.8% | 94,882 | $15.3M |
| Fifth Third Bancorp | 0.06% | Reduce -4.3% | 94,070 | $15.2M |
| LMCG Investments, LLC | 0.87% | Add +18.0% | 88,048 | $14.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.6% | 85,646 | $13.9M |
| Compton Wealth Advisory Group, LLC | 3.54% | Add +16.7% | 84,834 | $13.7M |
| Capital Advantage, Inc. | 2.47% | Reduce -2.7% | 83,854 | $13.6M |
| OLIO Financial Planning | 4.74% | Add +24.4% | 83,442 | $13.5M |
| Modera Wealth Management, LLC | 0.16% | New | 83,404 | $13.5M |
| Chicago Partners Investment Group LLC | 0.44% | Add +0.7% | 82,422 | $13.3M |
| ProVise Management Group, LLC | 1.11% | Add +2.4% | 80,075 | $13.0M |
| Legacies Wealth LLC | 9.57% | Add +7.2% | 76,360 | $12.4M |
| Strategic Investment Advisors / MI | 1.26% | Add +9.3% | 73,497 | $11.9M |
"% 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.