Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2025 (March 31)1,098holders −16
63new positions
73sold out
3famous investors
$158.55avg. 13F price*
At the end of Q1 2025, 1,098 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, down 16 from Q4 2024. 63 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($734.4M), Betterment LLC ($689.0M) and Assetmark, Inc. ($658.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $40.1M |
| Exits | 73 | $102.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,533,584 shares bought and 2,165,248 shares sold, net +368,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,098 holders
| Morgan Stanley | 0.05% | Reduce -2.0% | 4,574,272 | $734.4M |
| Betterment LLC | 1.63% | Reduce -4.8% | 4,291,924 | $689.0M |
| Assetmark, Inc. | 1.81% | Add +4.4% | 4,103,054 | $658.7M |
| Royal Bank of Canada | 0.12% | Add +2.0% | 3,262,796 | $523.8M |
| Bank of America Corp. | 0.04% | Reduce -0.1% | 3,080,204 | $494.5M |
| Wells Fargo & Company | 0.10% | Add +9.4% | 2,458,300 | $394.7M |
| Jones Financial Companies LLLP | 0.35% | Add +1.4% | 2,454,026 | $390.8M |
| Tiaa Trust, National Association | 0.86% | Reduce -0.8% | 1,710,038 | $274.5M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.4% | 1,559,068 | $250.3M |
| EP Wealth Advisors, LLC | 1.94% | Add +18.7% | 1,515,445 | $243.3M |
| Envestnet Asset Management Inc. | 0.08% | Add +6.2% | 1,510,597 | $242.5M |
| UBS Group AG | 0.05% | Reduce -4.6% | 1,457,395 | $234.0M |
| Stephens Group Asset Management, LLC | 14.14% | Add +11.1% | 1,091,852 | $175.3M |
| LPL Financial LLC | 0.06% | Reduce -2.0% | 1,026,625 | $164.8M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +6.2% | 967,146 | $155.3M |
| Ameriprise Financial Inc. | 0.04% | Add +1.4% | 928,390 | $149.1M |
| FMR LLC | 0.01% | Reduce -2.7% | 872,250 | $140.0M |
| Moneta Group Investment Advisors LLC | 1.82% | Add +4.7% | 823,904 | $132.3M |
| Orgel Wealth Management, LLC | 3.09% | Add +6.5% | 741,179 | $119.0M |
| Waverly Advisors, LLC | 1.20% | Reduce -3.2% | 612,076 | $98.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.0% | 606,727 | $97.4M |
| Stifel Financial Corp. | 0.10% | Add +0.6% | 604,897 | $97.1M |
| Mariner, LLC | 0.15% | Add +23.7% | 566,564 | $90.9M |
| Avior Wealth Management, LLC | 3.28% | Add +1.5% | 537,936 | $86.3M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -8.8% | 531,942 | $85.4M |
| SYM FINANCIAL Corp | 10.28% | Add +2.2% | 519,779 | $83.4M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.2% | 505,333 | $81.1M |
| Creative Planning | 0.07% | Add +0.3% | 447,836 | $71.9M |
| US Bancorp \de | 0.09% | Add +2.1% | 416,202 | $66.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 395,927 | $63.6M |
| Truist Financial Corp. | 0.10% | Add +0.7% | 374,788 | $60.2M |
| Rodgers & Associates, LTD | 6.65% | Add +0.2% | 339,959 | $54.6M |
| Focus Partners Wealth | 0.14% | Add +5.9% | 337,819 | $54.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -24.9% | 313,557 | $50.4M |
| McAdam, LLC | 2.93% | Reduce -0.5% | 295,373 | $47.4M |
| Inspirion Wealth Advisors, LLC | 6.46% | Add +1.9% | 289,633 | $46.5M |
| HighTower Advisors, LLC | 0.06% | Add +31.3% | 282,016 | $45.3M |
| Equitable Holdings, Inc. | 0.41% | Reduce -29.2% | 270,921 | $43.5M |
| Private Advisor Group, LLC | 0.26% | Add +5.0% | 266,282 | $42.7M |
| Cetera Investment Advisers | 0.08% | Add +11.0% | 265,756 | $42.7M |
| Marotta Asset Management | 7.80% | Add +6.5% | 236,977 | $39.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.6% | 245,441 | $39.4M |
| Trust Co | 4.68% | Add +1.4% | 245,433 | $39.4M |
| MML Investors Services, LLC | 0.13% | Reduce -2.2% | 245,219 | $39.4M |
| 1832 Asset Management L.P. | 0.07% | Add +1.0% | 234,343 | $37.6M |
| Krilogy Financial LLC | 2.32% | Add +4.1% | 223,237 | $35.8M |
| Condor Capital Management | 2.84% | Reduce -4.0% | 190,023 | $30.5M |
| Kwmg, LLC | 3.04% | Add +2.4% | 186,158 | $29.9M |
| Benjamin Edwards Inc. | 0.40% | Add +14.0% | 179,580 | $28.8M |
| Summit Financial, LLC | 0.80% | Add +0.4% | 177,641 | $28.5M |
| Roberts Financial Services LLC | 5.50% | Add +0.0% | 176,248 | $28.3M |
| WoodTrust Financial Corp | 3.96% | Add +2.4% | 176,059 | $28.3M |
| Bragg Financial Advisors, Inc | 1.10% | Add +0.2% | 165,925 | $26.6M |
| Shakespeare Wealth Management, LLC | 7.10% | Add +1.6% | 165,198 | $26.5M |
| BNP Paribas Financial Markets | 0.02% | Add +10.3% | 165,026 | $26.5M |
| Total Wealth Planning, LLC | 4.02% | Add +2.3% | 163,750 | $26.3M |
| NewEdge Advisors, LLC | 0.15% | Reduce -1.6% | 157,133 | $25.2M |
| Wilmington Savings Fund Society, FSB | 0.45% | Add +6.6% | 151,103 | $24.3M |
| Falcon Wealth Planning | 2.62% | Reduce -12.0% | 147,114 | $23.6M |
| Avion Wealth | 5.84% | Add +0.2% | 140,708 | $22.8M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Reduce -0.0% | 141,261 | $22.7M |
| BHK Investment Advisors, LLC | 9.54% | Reduce -8.9% | 140,612 | $22.6M |
| Grove Street Fiduciary, LLC | 11.34% | Reduce -3.1% | 139,300 | $22.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.8% | 138,886 | $22.3M |
| Cary Street Partners Financial LLC | 0.69% | Add +6.7% | 160,880 | $22.0M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -4.1% | 136,720 | $21.9M |
| Praetorian Wealth Management, Inc. | 5.31% | Reduce -0.1% | 135,671 | $21.8M |
| Blair William & Co. | 0.06% | Add +2.3% | 129,942 | $20.9M |
| Bank of Montreal | 0.01% | Add +0.6% | 129,464 | $20.8M |
| World Investment Advisors | 0.54% | Add +1405.5% | 128,660 | $20.7M |
| Presilium Private Wealth, LLC | 4.54% | Add +27.0% | 126,367 | $20.3M |
| Sepio Capital, LP | 1.60% | Add +4.0% | 125,502 | $20.1M |
| Aire Advisors, LLC | 4.22% | Add +2.6% | 124,768 | $20.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.1% | 123,323 | $19.8M |
| Captrust Financial Advisors | 0.05% | Add +2.8% | 121,569 | $19.5M |
| Stephens Inc. | 0.28% | Add +0.6% | 118,133 | $19.0M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -32.0% | 116,967 | $18.8M |
| Clayton Financial Group LLC | 6.64% | Add +4.1% | 112,875 | $18.1M |
| Ellevest, Inc. | 1.17% | Reduce -12.4% | 109,424 | $17.6M |
| Sage Financial Group Inc. | 1.38% | Reduce -0.5% | 106,770 | $17.1M |
| Ledyard National Bank | 1.67% | Reduce -0.8% | 104,876 | $16.8M |
| Arvest Investments, Inc. | 2.65% | Add +1.1% | 104,716 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.2% | 103,895 | $16.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +3.8% | 101,195 | $16.2M |
| Natixis Advisors, LLC | 0.03% | Reduce -1.0% | 100,449 | $16.1M |
| Penserra Capital Management LLC | 0.29% | New | 99,790 | $16.0M |
| Peapack Gladstone Financial Corp. | 0.24% | Reduce -0.8% | 98,892 | $15.9M |
| Asset Management Group, Inc. | 2.86% | Add +0.4% | 96,239 | $15.5M |
| LMCG Investments, LLC | 1.00% | Add +6.8% | 93,990 | $15.1M |
| Evensky & Katz LLC | 0.97% | Reduce -4.8% | 90,354 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -4.5% | 89,852 | $14.4M |
| Advisory Alpha, LLC | 0.48% | Add +27.8% | 87,572 | $14.1M |
| OLIO Financial Planning | 4.80% | Add +3.8% | 86,587 | $13.9M |
| Compton Wealth Advisory Group, LLC | 3.80% | Add +0.5% | 85,225 | $13.7M |
| Modera Wealth Management, LLC | 0.18% | Add +2.1% | 85,151 | $13.7M |
| ProVise Management Group, LLC | 1.15% | Add +5.6% | 84,527 | $13.6M |
| Capital Advantage, Inc. | 2.47% | No change | 83,854 | $13.6M |
| HUB Investment Partners, LLC | 0.54% | Add +1567.2% | 82,993 | $13.3M |
| Christopher J. Hasenberg, Inc | 5.51% | Reduce -43.9% | 82,604 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.9% | 82,291 | $13.2M |
"% 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.