Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q2 2025 (June 30)1,123holders +25
72new positions
53sold out
5famous investors
$164.43avg. 13F price*
At the end of Q2 2025, 1,123 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 25 from Q1 2025. 72 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($758.2M), Assetmark, Inc. ($701.4M) and Betterment LLC ($679.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q2 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $54.1M |
| Exits | 53 | $82.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,354,826 shares bought and 2,883,182 shares sold, net +471,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,123 holders
| Morgan Stanley | 0.05% | Add +0.8% | 4,610,461 | $758.2M |
| Assetmark, Inc. | 1.66% | Add +4.0% | 4,264,948 | $701.4M |
| Betterment LLC | 1.45% | Reduce -3.7% | 4,133,464 | $679.8M |
| Bank of America Corp. | 0.04% | Reduce -0.8% | 3,057,139 | $502.8M |
| Royal Bank of Canada | 0.09% | Reduce -16.1% | 2,736,032 | $450.0M |
| Wells Fargo & Company | 0.09% | Add +4.9% | 2,579,152 | $424.2M |
| Jones Financial Companies LLLP | 0.30% | Reduce -1.7% | 2,412,159 | $396.8M |
| EP Wealth Advisors, LLC | 1.81% | Add +10.5% | 1,674,933 | $275.5M |
| Tiaa Trust, National Association | 0.72% | Reduce -2.1% | 1,674,337 | $275.4M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -6.1% | 1,463,683 | $240.7M |
| UBS Group AG | 0.05% | Reduce -0.1% | 1,456,386 | $239.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -20.7% | 1,197,397 | $196.9M |
| Stephens Group Asset Management, LLC | 14.08% | Add +9.0% | 1,190,312 | $195.8M |
| LPL Financial LLC | 0.06% | Add +3.6% | 1,063,962 | $175.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +4.8% | 1,013,188 | $166.6M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 984,816 | $161.8M |
| FMR LLC | 0.01% | Add +1.3% | 883,771 | $145.3M |
| Moneta Group Investment Advisors LLC | 1.71% | Add +6.0% | 873,129 | $143.6M |
| Orgel Wealth Management, LLC | 3.15% | Add +7.3% | 795,512 | $130.8M |
| Wellspring Financial Advisors, LLC | 11.49% | Reduce -0.1% | 786,332 | $129.2M |
| Osaic Holdings, Inc. | 0.20% | Add +115.8% | 676,811 | $110.3M |
| Focus Partners Wealth | 0.24% | Add +97.6% | 667,416 | $109.8M |
| Stifel Financial Corp. | 0.10% | Add +6.5% | 644,364 | $106.0M |
| Raymond James Financial Inc. | 0.04% | Add +3.0% | 624,697 | $102.7M |
| Waverly Advisors, LLC | 1.06% | Reduce -3.9% | 588,184 | $96.7M |
| Mariner, LLC | 0.14% | Add +3.8% | 587,936 | $96.7M |
| Avior Wealth Management, LLC | 3.08% | Add +0.6% | 541,297 | $89.0M |
| SYM FINANCIAL Corp | 9.73% | Add +1.7% | 528,419 | $86.9M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -9.8% | 479,638 | $78.9M |
| US Bancorp \de | 0.10% | Add +11.2% | 462,974 | $76.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -9.1% | 459,593 | $75.6M |
| Creative Planning | 0.06% | Add +0.8% | 451,331 | $74.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 385,961 | $63.5M |
| Truist Financial Corp. | 0.09% | Reduce -0.4% | 373,247 | $61.4M |
| Rodgers & Associates, LTD | 6.47% | Add +5.3% | 358,122 | $58.9M |
| HighTower Advisors, LLC | 0.07% | Add +14.6% | 323,043 | $53.1M |
| McAdam, LLC | 2.79% | Add +4.9% | 309,883 | $51.0M |
| Cetera Investment Advisers | 0.08% | Add +9.3% | 290,447 | $47.8M |
| Equitable Holdings, Inc. | 0.39% | Add +6.0% | 287,182 | $47.2M |
| Inspirion Wealth Advisors, LLC | 6.25% | Reduce -0.9% | 287,130 | $47.2M |
| Private Advisor Group, LLC | 0.24% | Add +3.5% | 275,680 | $45.3M |
| Trust Co | 4.66% | Add +2.2% | 250,916 | $41.3M |
| 1832 Asset Management L.P. | 0.07% | Add +5.9% | 248,134 | $40.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.1% | 242,873 | $40.7M |
| MML Investors Services, LLC | 0.12% | Reduce -0.6% | 243,771 | $40.1M |
| Krilogy Financial LLC | 2.21% | Add +4.9% | 234,094 | $38.5M |
| Summit Financial, LLC | 0.85% | Add +27.8% | 227,073 | $37.5M |
| Marotta Asset Management | 7.27% | Reduce -7.0% | 220,403 | $36.2M |
| BNP Paribas Financial Markets | 0.03% | Add +22.2% | 201,591 | $33.2M |
| Kwmg, LLC | 2.96% | Add +2.8% | 191,367 | $31.5M |
| Condor Capital Management | 2.72% | Add +0.3% | 190,501 | $31.3M |
| Benjamin Edwards Inc. | 0.39% | Add +2.4% | 183,932 | $30.2M |
| Kestra Advisory Services, LLC | 0.15% | Add +32.3% | 183,769 | $30.2M |
| NewEdge Advisors, LLC | 0.15% | Add +16.4% | 182,825 | $30.1M |
| Wilmington Savings Fund Society, FSB | 0.50% | Add +13.5% | 171,565 | $28.2M |
| Shakespeare Wealth Management, LLC | 7.48% | Add +3.3% | 170,565 | $28.1M |
| Bragg Financial Advisors, Inc | 1.00% | Add +2.3% | 169,666 | $27.9M |
| Total Wealth Planning, LLC | 3.50% | Add +3.0% | 168,612 | $27.7M |
| Avion Wealth | 6.29% | Add +19.1% | 167,618 | $27.6M |
| Cary Street Partners Financial LLC | 0.73% | Add +13.4% | 182,387 | $26.1M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +8.9% | 148,832 | $24.5M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +2.4% | 144,648 | $23.8M |
| Falcon Wealth Planning | 2.39% | Reduce -2.4% | 143,637 | $23.6M |
| BHK Investment Advisors, LLC | 9.07% | Add +0.2% | 140,887 | $23.2M |
| Grove Street Fiduciary, LLC | 10.84% | Reduce -1.8% | 136,747 | $22.5M |
| Presilium Private Wealth, LLC | 4.58% | Add +7.6% | 135,986 | $22.4M |
| Bank of Montreal | 0.01% | Add +4.5% | 135,259 | $22.2M |
| Blair William & Co. | 0.06% | Add +3.9% | 135,003 | $22.2M |
| Aire Advisors, LLC | 3.96% | Reduce -0.3% | 124,417 | $20.5M |
| Cwm, LLC | 0.07% | Add +91.7% | 123,581 | $20.3M |
| Captrust Financial Advisors | 0.04% | Reduce -1.2% | 120,148 | $19.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +17.8% | 119,241 | $19.6M |
| Stephens Inc. | 0.27% | Reduce -0.5% | 117,557 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -5.8% | 116,111 | $19.1M |
| First American Trust, FSB | 1.46% | Add +348.7% | 111,470 | $18.3M |
| &partners | 0.14% | Add +39.3% | 110,713 | $18.2M |
| Baird Financial Group, Inc. | 0.03% | Add +3.0% | 106,977 | $17.6M |
| Arvest Investments, Inc. | 2.60% | Add +0.5% | 105,243 | $17.3M |
| Ledyard National Bank | 1.63% | Add +0.0% | 104,919 | $17.3M |
| Praetorian Wealth Management, Inc. | 3.97% | Reduce -22.7% | 104,907 | $17.3M |
| Sage Financial Group Inc. | 1.27% | Reduce -2.1% | 104,478 | $17.2M |
| Natixis Advisors, LLC | 0.03% | Add +3.8% | 104,261 | $17.1M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -0.8% | 98,109 | $16.1M |
| Asset Management Group, Inc. | 2.73% | Reduce -1.0% | 95,316 | $15.7M |
| Advisory Alpha, LLC | 0.47% | Add +4.8% | 91,807 | $15.1M |
| Roberts Financial Services LLC | 5.16% | Reduce -48.4% | 90,963 | $15.0M |
| Lutz Financial Services LLC | 1.16% | Add +26.3% | 90,638 | $14.9M |
| LMCG Investments, LLC | 0.93% | Reduce -3.9% | 90,344 | $14.9M |
| OLIO Financial Planning | 4.63% | Add +3.1% | 89,300 | $14.7M |
| Evensky & Katz LLC | 0.89% | Reduce -2.1% | 88,475 | $14.6M |
| Fifth Third Bancorp | 0.05% | Reduce -1.8% | 88,250 | $14.5M |
| Bryn Mawr Trust Advisors, LLC | 0.79% | Add +21.7% | 88,220 | $14.5M |
| Strategic Investment Advisors / MI | 1.41% | Add +9.0% | 87,980 | $14.5M |
| Compton Wealth Advisory Group, LLC | 3.64% | Add +2.8% | 87,606 | $14.4M |
| Chicago Partners Investment Group LLC | 0.41% | Add +0.5% | 83,409 | $14.2M |
| Legacies Wealth LLC | 9.28% | Add +9.1% | 84,983 | $14.0M |
| Modera Wealth Management, LLC | 0.17% | Reduce -1.1% | 84,223 | $13.9M |
| ProVise Management Group, LLC | 1.09% | Reduce -0.5% | 84,138 | $13.8M |
| HUB Investment Partners, LLC | 0.48% | Reduce -0.1% | 82,935 | $13.6M |
| DAVENPORT & Co LLC | 0.07% | Add +6.7% | 81,553 | $13.4M |
"% 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.