Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q3 2025 (September 30)1,115holders −8
58new positions
54sold out
4famous investors
$172.47avg. 13F price*
At the end of Q3 2025, 1,115 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, down 8 from Q2 2025. 58 opened new positions and 54 sold out. The largest holders were Morgan Stanley ($830.2M), Assetmark, Inc. ($770.7M) and Betterment LLC ($701.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $167.6M |
| Exits | 54 | $20.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,332,348 shares bought and 1,583,571 shares sold, net +1,748,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,115 holders
| Morgan Stanley | 0.05% | Add +3.1% | 4,755,529 | $830.2M |
| Assetmark, Inc. | 1.65% | Add +3.5% | 4,414,845 | $770.7M |
| Betterment LLC | 1.39% | Reduce -2.7% | 4,020,310 | $701.9M |
| Bank of America Corp. | 0.04% | Reduce -0.7% | 3,037,258 | $530.2M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 2,639,034 | $460.7M |
| Royal Bank of Canada | 0.08% | Reduce -3.8% | 2,632,395 | $459.6M |
| Jones Financial Companies LLLP | 0.30% | Add +3.5% | 2,495,402 | $435.5M |
| Tiaa Trust, National Association | 0.68% | Reduce -4.5% | 1,598,204 | $279.0M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.2% | 1,460,909 | $255.0M |
| UBS Group AG | 0.05% | Reduce -3.9% | 1,399,135 | $244.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.9% | 1,162,463 | $202.9M |
| Stephens Group Asset Management, LLC | 12.90% | Reduce -7.9% | 1,096,256 | $191.4M |
| LPL Financial LLC | 0.05% | Add +1.1% | 1,075,440 | $187.8M |
| Ameriprise Financial Inc. | 0.04% | Add +6.9% | 1,052,827 | $183.8M |
| FMR LLC | 0.01% | Add +4.8% | 925,977 | $161.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -10.5% | 906,842 | $158.3M |
| Moneta Group Investment Advisors LLC | 1.23% | Add +1.5% | 886,534 | $154.8M |
| Orgel Wealth Management, LLC | 3.26% | Add +3.0% | 819,795 | $143.1M |
| Osaic Holdings, Inc. | 0.17% | Add +3.8% | 702,325 | $122.2M |
| Focus Partners Wealth | 0.19% | Add +2.2% | 682,195 | $119.1M |
| Stifel Financial Corp. | 0.11% | Add +4.2% | 671,100 | $117.2M |
| Raymond James Financial Inc. | 0.04% | Add +4.8% | 654,641 | $114.3M |
| Vantagepoint Investment Advisers LLC | 0.86% | New | 600,253 | $104.8M |
| Mariner, LLC | 0.13% | Reduce -0.9% | 582,615 | $101.7M |
| Waverly Advisors, LLC | 0.99% | Reduce -2.9% | 570,947 | $99.7M |
| SYM FINANCIAL Corp | 10.23% | Add +3.6% | 547,508 | $95.6M |
| Avior Wealth Management, LLC | 3.02% | Reduce -0.7% | 537,558 | $93.8M |
| Rockefeller Capital Management L.P. | 0.18% | Add +8.2% | 518,732 | $90.6M |
| US Bancorp \de | 0.10% | Add +0.2% | 463,712 | $81.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -3.4% | 444,139 | $77.5M |
| Creative Planning | 0.06% | Reduce -3.5% | 435,612 | $76.0M |
| Picton Mahoney Asset Management | 0.91% | Add +463.1% | 406,324 | $70.9M |
| Cetera Investment Advisers | 0.08% | Add +36.0% | 394,910 | $68.9M |
| Truist Financial Corp. | 0.09% | Add +1.8% | 380,101 | $66.4M |
| Rodgers & Associates, LTD | 6.62% | Add +2.8% | 367,997 | $64.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 362,777 | $63.3M |
| McAdam, LLC | 2.83% | Add +6.0% | 328,554 | $57.4M |
| HighTower Advisors, LLC | 0.06% | Add +0.0% | 323,060 | $56.4M |
| Berman McAleer LLC | 7.23% | — | 294,507 | $51.7M |
| Private Advisor Group, LLC | 0.25% | Add +3.7% | 285,872 | $49.9M |
| Krilogy Financial LLC | 1.87% | Add +23.5% | 289,148 | $49.7M |
| Equitable Holdings, Inc. | 0.36% | Reduce -1.4% | 283,035 | $49.4M |
| Inspirion Wealth Advisors, LLC | 6.44% | Reduce -4.4% | 274,441 | $46.0M |
| Corient Private Wealth LP | 0.07% | Add +1677.5% | 262,678 | $45.9M |
| Trust Co | 4.55% | Add +1.5% | 254,614 | $44.5M |
| 1832 Asset Management L.P. | 0.07% | Reduce -1.0% | 245,726 | $42.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.6% | 241,365 | $42.1M |
| MML Investors Services, LLC | 0.11% | Reduce -5.2% | 231,072 | $40.3M |
| Marotta Asset Management | 7.32% | Add +1.3% | 223,279 | $38.9M |
| Kwmg, LLC | 3.02% | Add +3.0% | 197,125 | $34.4M |
| NewEdge Advisors, LLC | 0.15% | Add +6.0% | 193,854 | $33.8M |
| Benjamin Edwards Inc. | 0.37% | Add +2.9% | 189,333 | $33.1M |
| Shakespeare Wealth Management, LLC | 7.00% | Add +3.3% | 176,232 | $30.8M |
| Condor Capital Management | 2.52% | Reduce -7.7% | 175,774 | $30.7M |
| Total Wealth Planning, LLC | 3.50% | Add +2.8% | 173,377 | $30.3M |
| WoodTrust Financial Corp | 3.60% | New | 173,202 | $30.2M |
| Bragg Financial Advisors, Inc | 0.98% | Add +0.0% | 169,713 | $29.6M |
| Cary Street Partners Financial LLC | 0.77% | Add +5.9% | 193,147 | $29.6M |
| Avion Wealth | 6.27% | Reduce -0.1% | 167,396 | $29.2M |
| Wilmington Savings Fund Society, FSB | 0.70% | Reduce -2.6% | 167,106 | $29.2M |
| Summit Financial, LLC | 0.44% | Reduce -27.0% | 165,838 | $29.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -14.8% | 156,524 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -24.7% | 151,876 | $26.5M |
| Falcon Wealth Planning | 2.38% | Add +5.6% | 151,713 | $26.5M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +1.3% | 146,499 | $25.6M |
| Presilium Private Wealth, LLC | 4.70% | Add +4.3% | 141,799 | $24.8M |
| BHK Investment Advisors, LLC | 9.13% | Reduce -0.6% | 140,041 | $24.4M |
| Blair William & Co. | 0.06% | Add +2.2% | 137,951 | $24.1M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 134,575 | $23.5M |
| Grove Street Fiduciary, LLC | 10.91% | Reduce -3.4% | 132,153 | $23.1M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -14.4% | 127,334 | $22.2M |
| Aire Advisors, LLC | 3.99% | Add +1.1% | 125,782 | $22.0M |
| World Investment Advisors | 0.43% | Add +1532.5% | 121,161 | $21.2M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 120,364 | $21.0M |
| &partners | 0.13% | Add +6.2% | 117,607 | $20.5M |
| Cwm, LLC | 0.06% | Reduce -5.3% | 117,047 | $20.4M |
| Stephens Inc. | 0.25% | Reduce -3.1% | 113,853 | $19.9M |
| First American Trust, FSB | 1.42% | Add +0.4% | 111,925 | $19.5M |
| Natixis Advisors, LLC | 0.03% | Add +7.1% | 111,639 | $19.5M |
| Arvest Investments, Inc. | 2.72% | Add +3.1% | 108,534 | $18.9M |
| Baird Financial Group, Inc. | 0.03% | Add +1.0% | 108,033 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.1% | 107,849 | $18.8M |
| Praetorian Wealth Management, Inc. | 3.75% | Reduce -0.3% | 104,571 | $18.3M |
| Ledyard National Bank | 1.63% | Reduce -0.5% | 104,350 | $18.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -12.6% | 104,207 | $18.2M |
| Sage Financial Group Inc. | 1.23% | Reduce -0.9% | 103,501 | $18.1M |
| Advisory Alpha, LLC | 0.49% | Add +10.2% | 101,187 | $17.6M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -1.6% | 96,504 | $16.8M |
| Asset Management Group, Inc. | 2.73% | Add +0.4% | 95,671 | $16.7M |
| Bryn Mawr Trust Advisors, LLC | 0.82% | Add +7.7% | 95,012 | $16.6M |
| OLIO Financial Planning | 4.81% | Add +5.2% | 93,902 | $16.4M |
| Roberts Financial Services LLC | 5.26% | Add +2.6% | 93,296 | $16.3M |
| Strategic Investment Advisors / MI | 1.46% | Reduce -4.4% | 84,129 | $16.2M |
| Lutz Financial Services LLC | 1.13% | Reduce -1.4% | 89,418 | $15.6M |
| Legacies Wealth LLC | 9.89% | Add +3.5% | 87,941 | $15.4M |
| Compton Wealth Advisory Group, LLC | 3.54% | Add +0.1% | 87,677 | $15.3M |
| ProVise Management Group, LLC | 1.13% | Add +3.9% | 87,437 | $15.3M |
| LMCG Investments, LLC | 0.89% | Reduce -4.3% | 86,477 | $15.1M |
| Evensky & Katz LLC | 0.87% | Reduce -3.2% | 85,660 | $15.0M |
| Chicago Partners Investment Group LLC | 0.39% | Add +3.0% | 85,902 | $14.9M |
"% 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.