Vngrd Mrngstr MD-Cap Val ETFVOEETF

13F holders, Q4 2025 (December 31)
1,202holders +87
83new positions
51sold out
6famous investors
$175.38avg. 13F price*

At the end of Q4 2025, 1,202 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 87 from Q3 2025. 83 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($842.6M), Assetmark, Inc. ($802.6M) and Betterment LLC ($696.1M). 6 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 (Q4 2025)
CUSIP
922908512
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$42.4M
Exits51$41.0M

All 13F filers, Q3 2025 → Q4 2025: 3,094,981 shares bought and 1,516,035 shares sold, net +1,578,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,202 holders

Morgan Stanley 0.05% Reduce -0.1% 4,750,549 $842.6M
Assetmark, Inc. 1.64% Add +2.5% 4,524,777 $802.6M
Betterment LLC 1.33% Reduce -2.4% 3,924,610 $696.1M
EP Wealth Advisors, LLC 3.60% — 3,906,096 $692.8M
Bank of America Corp. 0.04% Add +2.8% 3,122,050 $553.8M
Wells Fargo & Company 0.09% Add +2.5% 2,704,404 $479.7M
Jones Financial Companies LLLP 0.28% Add +5.3% 2,627,102 $466.0M
Royal Bank of Canada 0.08% Reduce -3.2% 2,549,206 $452.2M
Tiaa Trust, National Association 0.74% Add +8.6% 1,735,188 $307.8M
PNC Financial Services Group, Inc. 0.14% Add +0.5% 1,468,370 $260.4M
UBS Group AG 0.05% Reduce -0.5% 1,392,223 $246.9M
Envestnet Asset Management Inc. 0.06% Reduce -2.4% 1,134,692 $201.3M
Stephens Group Asset Management, LLC 13.08% Add +0.7% 1,104,020 $195.8M
LPL Financial LLC 0.05% Reduce -0.0% 1,075,243 $190.7M
FMR LLC 0.01% Add +12.1% 1,038,344 $184.2M
Moneta Group Investment Advisors LLC 1.37% Add +15.4% 1,022,955 $181.4M
Ameriprise Financial Inc. 0.04% Reduce -5.8% 991,660 $175.9M
Northwestern Mutual Wealth Management Co. 0.11% Add +8.0% 979,350 $173.7M
Orgel Wealth Management, LLC 3.32% Add +3.3% 847,200 $150.3M
Raymond James Financial Inc. 0.04% Add +20.8% 790,818 $140.3M
Stifel Financial Corp. 0.11% Add +5.5% 708,046 $125.6M
Focus Partners Wealth 0.14% Reduce -0.7% 677,184 $119.5M
Vantagepoint Investment Advisers LLC 0.89% Add +3.9% 623,341 $110.6M
Mariner, LLC 0.13% Add +6.6% 621,313 $110.2M
SYM FINANCIAL Corp 10.19% Add +2.1% 559,120 $99.2M
Picton Mahoney Asset Management 1.06% Add +34.7% 547,312 $97.1M
Waverly Advisors, LLC 0.78% Reduce -5.0% 542,484 $96.2M
Avior Wealth Management, LLC 2.99% Add +0.6% 540,826 $95.9M
Rockefeller Capital Management L.P. 0.16% Reduce -0.9% 514,064 $91.2M
US Bancorp \de 0.10% Add +5.8% 490,834 $87.1M
Creative Planning 0.06% Reduce -0.3% 434,362 $77.0M
Commonwealth Equity Services, LLC 0.10% Reduce -3.6% 428,227 $76.0M
Cetera Investment Advisers 0.08% Add +5.9% 418,098 $74.2M
Osaic Holdings, Inc. 0.11% Reduce -42.2% 405,710 $72.0M
Truist Financial Corp. 0.09% Add +1.7% 386,527 $68.6M
JPMorgan Chase & Co. 0.00% Add +5.4% 382,402 $67.8M
Rodgers & Associates, LTD 6.82% Add +3.2% 379,805 $67.4M
McAdam, LLC 2.82% Add +5.7% 347,264 $61.6M
HighTower Advisors, LLC 0.06% Add +1.9% 329,122 $58.4M
Krilogy Financial LLC 1.88% Add +2.9% 297,606 $55.1M
Berman McAleer LLC 7.28% Add +2.0% 300,489 $53.3M
Private Advisor Group, LLC 0.25% Add +3.0% 294,418 $52.2M
Cwm, LLC 0.13% Add +132.6% 272,291 $48.3M
Inspirion Wealth Advisors, LLC 5.88% Reduce -1.4% 270,583 $48.0M
Corient Private Wealth LP 0.06% Add +2.3% 268,765 $47.7M
Equitable Holdings, Inc. 0.32% Reduce -5.9% 266,450 $47.3M
Trust Co 4.31% Add +1.8% 259,101 $46.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +1.6% 245,109 $44.7M
MML Investors Services, LLC 0.10% Add +5.0% 242,520 $43.0M
1832 Asset Management L.P. 0.05% Reduce -2.4% 239,879 $42.5M
Marotta Asset Management 7.35% Add +0.3% 223,866 $39.7M
Kwmg, LLC 3.11% Add +3.2% 203,452 $36.1M
Benjamin Edwards Inc. 0.39% Add +5.6% 199,974 $35.5M
NewEdge Advisors, LLC 0.13% Add +1.6% 196,890 $34.9M
CIBC Private Wealth Group LLC 0.06% Add +550.5% 193,521 $34.3M
Shakespeare Wealth Management, LLC 7.01% Add +1.5% 178,829 $31.7M
Wilmington Savings Fund Society, FSB 0.74% Add +6.3% 177,651 $31.5M
Bragg Financial Advisors, Inc 1.02% Add +3.6% 175,901 $31.2M
WoodTrust Financial Corp 3.59% Add +0.1% 173,410 $30.8M
Condor Capital Management 2.49% Reduce -1.5% 173,073 $30.7M
Summit Financial, LLC 0.44% Add +1.7% 168,721 $29.9M
BNP Paribas Financial Markets 0.02% Add +8.5% 164,783 $29.2M
Avion Wealth 6.06% Reduce -2.7% 162,867 $28.9M
Cary Street Partners Financial LLC 0.69% Reduce -5.9% 181,794 $28.0M
BHK Investment Advisors, LLC 9.20% Add +12.7% 157,777 $28.0M
Falcon Wealth Planning 2.34% Add +3.5% 156,945 $27.8M
Bank of Montreal 0.01% Add +11.1% 149,533 $26.5M
Kestra Advisory Services, LLC 0.11% Reduce -6.0% 147,047 $26.1M
Diversified Management Inc. 6.05% — 146,071 $25.9M
Presilium Private Wealth, LLC 4.72% Add +2.8% 145,699 $25.8M
Blair William & Co. 0.07% Add +1.6% 140,164 $24.9M
World Investment Advisors 0.39% Add +11.2% 134,737 $23.9M
Diesslin Group, Inc. 9.26% — 131,297 $23.3M
Grove Street Fiduciary, LLC 9.71% Reduce -0.9% 131,018 $23.2M
Beacon Pointe Advisors, LLC 0.16% Add +2.7% 130,792 $23.2M
Natixis Advisors, LLC 0.03% Add +13.6% 126,770 $22.5M
Aire Advisors, LLC 4.11% Add +0.8% 126,763 $22.5M
&partners 0.12% Add +7.0% 125,826 $22.3M
Captrust Financial Advisors 0.04% Add +2.4% 123,187 $21.8M
Stephens Inc. 0.26% Add +2.1% 116,248 $20.6M
Arvest Investments, Inc. 2.76% Add +1.9% 110,629 $19.6M
First American Trust, FSB 1.33% Reduce -2.4% 109,235 $19.4M
Mercer Global Advisors Inc. 0.03% Add +2.0% 106,315 $18.9M
Baird Financial Group, Inc. 0.03% Reduce -1.9% 106,000 $18.8M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -2.3% 105,338 $18.7M
Bryn Mawr Trust Advisors, LLC 0.89% Add +10.2% 104,659 $18.6M
Praetorian Wealth Management, Inc. 3.68% Reduce -0.1% 104,448 $18.5M
Sage Financial Group Inc. 1.22% Add +0.3% 103,863 $18.4M
Ledyard National Bank 1.57% Reduce -1.6% 102,721 $18.2M
Advisory Alpha, LLC 0.49% Add +1.0% 102,199 $18.1M
Cresset Asset Management, LLC 0.08% Add +273.9% 101,554 $18.0M
OLIO Financial Planning 4.86% Add +3.9% 97,602 $17.3M
Strategic Investment Advisors / MI 1.49% Add +15.1% 96,806 $17.2M
Mesirow Financial Investment Management, Inc. 0.35% Reduce -34.0% 96,710 $17.2M
Asset Management Group, Inc. 2.76% Add +0.7% 96,289 $17.1M
Roberts Financial Services LLC 5.34% Add +2.8% 95,898 $17.0M
Peapack Gladstone Financial Corp. 0.21% Reduce -4.0% 92,652 $16.4M
Legacies Wealth LLC 9.26% Add +5.0% 92,386 $16.4M
ProVise Management Group, LLC 1.15% Add +4.2% 91,068 $16.2M
Chicago Partners Investment Group LLC 0.40% Add +1.4% 87,092 $16.1M

"% 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.

Show all 1,202 holders