Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2026 (March 31)1,228holders +26
86new positions
55sold out
6famous investors
$182.20avg. 13F price*
At the end of Q1 2026, 1,228 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 26 from Q4 2025. 86 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($876.9M), Assetmark, Inc. ($798.6M) and EP Wealth Advisors, LLC ($762.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2026)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $63.1M |
| Exits | 55 | $123.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,395,805 shares bought and 4,302,694 shares sold, net −906,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,228 holders
| Morgan Stanley | 0.05% | Add +0.2% | 4,758,402 | $876.9M |
| Assetmark, Inc. | 1.63% | Reduce -4.2% | 4,333,382 | $798.6M |
| EP Wealth Advisors, LLC | 3.75% | Add +6.0% | 4,140,038 | $762.9M |
| Betterment LLC | 1.31% | Reduce -4.7% | 3,741,881 | $689.6M |
| Jones Financial Companies LLLP | 0.27% | Add +19.3% | 3,133,089 | $570.8M |
| Bank of America Corp. | 0.04% | Reduce -2.5% | 3,045,401 | $561.2M |
| Wells Fargo & Company | 0.10% | Reduce -0.6% | 2,688,107 | $495.4M |
| Royal Bank of Canada | 0.08% | Reduce -5.0% | 2,421,695 | $446.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.15% | — | 1,626,649 | $299.8M |
| UBS Group AG | 0.05% | Add +5.3% | 1,465,381 | $270.0M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.5% | 1,461,159 | $269.3M |
| Stephens Group Asset Management, LLC | 14.34% | Add +10.6% | 1,221,139 | $225.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.2% | 1,205,341 | $222.1M |
| FMR LLC | 0.01% | Add +6.8% | 1,108,677 | $204.3M |
| LPL Financial LLC | 0.05% | Add +1.7% | 1,093,935 | $201.6M |
| Moneta Group Investment Advisors LLC | 1.51% | Add +6.6% | 1,090,118 | $200.9M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +6.8% | 1,045,730 | $192.7M |
| Orgel Wealth Management, LLC | 3.57% | Add +6.1% | 899,090 | $165.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.0% | 882,986 | $162.7M |
| Raymond James Financial Inc. | 0.04% | Reduce -8.9% | 720,227 | $132.7M |
| Stifel Financial Corp. | 0.12% | Reduce -0.7% | 703,111 | $129.6M |
| Focus Partners Wealth | 0.14% | Add +1.0% | 683,834 | $126.0M |
| Osaic Holdings, Inc. | 0.18% | Add +62.6% | 659,620 | $121.6M |
| Vantagepoint Investment Advisers LLC | 0.96% | Reduce -1.8% | 612,122 | $112.8M |
| Mariner, LLC | 0.13% | Reduce -2.9% | 603,456 | $111.2M |
| SYM FINANCIAL Corp | 10.44% | Add +1.4% | 567,194 | $104.5M |
| Waverly Advisors, LLC | 0.73% | Reduce -2.3% | 529,934 | $97.7M |
| Avior Wealth Management, LLC | 2.76% | Reduce -2.3% | 528,225 | $97.3M |
| US Bancorp \de | 0.11% | Add +3.0% | 505,528 | $93.2M |
| Creative Planning | 0.05% | Reduce -0.1% | 433,705 | $79.9M |
| Cetera Investment Advisers | 0.08% | Add +1.5% | 424,294 | $78.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.2% | 401,592 | $74.0M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -22.4% | 399,175 | $73.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 383,976 | $69.7M |
| Rodgers & Associates, LTD | 7.02% | Reduce -1.4% | 374,368 | $69.0M |
| McAdam, LLC | 2.94% | Add +1.9% | 353,982 | $65.2M |
| Truist Financial Corp. | 0.09% | Reduce -11.6% | 341,901 | $63.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 326,802 | $60.2M |
| Krilogy Financial LLC | 1.84% | Add +0.7% | 299,602 | $57.1M |
| Berman McAleer LLC | 7.70% | Add +1.9% | 306,169 | $56.4M |
| Private Advisor Group, LLC | 0.26% | Add +0.5% | 295,737 | $54.5M |
| Cwm, LLC | 0.14% | Add +6.8% | 290,862 | $53.6M |
| Corient Private Wealth LP | 0.07% | Add +2.3% | 275,034 | $50.6M |
| CIBC Bancorp USA Inc. | 0.07% | — | 274,908 | $50.4M |
| Inspirion Wealth Advisors, LLC | 6.10% | Reduce -1.9% | 265,574 | $48.9M |
| Equitable Holdings, Inc. | 0.31% | Add +6.5% | 283,898 | $48.8M |
| Trust Co | 4.51% | Add +0.7% | 260,990 | $48.1M |
| MML Investors Services, LLC | 0.12% | Reduce -0.3% | 241,730 | $44.5M |
| HUB Investment Partners, LLC | 1.06% | Add +184.9% | 235,927 | $43.5M |
| 1832 Asset Management L.P. | 0.06% | Reduce -3.4% | 231,852 | $42.7M |
| Marotta Asset Management | 7.39% | Reduce -2.9% | 217,452 | $40.2M |
| Benjamin Edwards Inc. | 0.38% | Add +4.5% | 209,002 | $38.5M |
| Kwmg, LLC | 3.19% | Add +1.8% | 207,042 | $38.2M |
| NewEdge Advisors, LLC | 0.13% | Add +0.9% | 198,576 | $36.6M |
| Summit Financial, LLC | 0.46% | Add +15.6% | 195,010 | $35.9M |
| Shakespeare Wealth Management, LLC | 7.91% | Add +1.3% | 181,234 | $33.4M |
| Bragg Financial Advisors, Inc | 1.04% | Add +1.8% | 179,038 | $33.0M |
| Blair William & Co. | 0.09% | Add +26.7% | 177,550 | $32.7M |
| Condor Capital Management | 2.64% | Reduce -1.1% | 171,147 | $31.5M |
| First American Trust, FSB | 2.06% | Add +51.9% | 165,912 | $30.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.7% | 164,240 | $30.3M |
| Cary Street Partners Financial LLC | 0.73% | Add +1.4% | 184,379 | $29.6M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +21.7% | 159,181 | $29.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -3.8% | 158,512 | $29.2M |
| Avion Wealth | 6.01% | Reduce -3.1% | 157,831 | $29.1M |
| WoodTrust Financial Corp | 3.68% | Reduce -10.8% | 154,707 | $28.5M |
| Wilmington Savings Fund Society, FSB | 0.68% | Reduce -13.1% | 154,378 | $28.4M |
| BHK Investment Advisors, LLC | 9.43% | Reduce -3.0% | 153,074 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -39.4% | 148,588 | $27.5M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Add +53.0% | 147,982 | $27.3M |
| Presilium Private Wealth, LLC | 4.77% | Add +0.8% | 146,890 | $27.1M |
| Diversified Management Inc. | 4.61% | Reduce -0.1% | 145,954 | $26.9M |
| Bank of Montreal | 0.01% | Reduce -2.5% | 145,868 | $26.9M |
| &partners | 0.13% | Add +12.4% | 141,417 | $26.1M |
| World Investment Advisors | 0.40% | Add +0.6% | 135,522 | $25.0M |
| Fifth Third Bancorp | 0.04% | Add +62.8% | 132,621 | $24.4M |
| Grove Street Fiduciary, LLC | 10.48% | Reduce -1.4% | 129,119 | $23.8M |
| Stephens Inc. | 0.30% | Add +11.1% | 129,093 | $23.8M |
| Aire Advisors, LLC | 4.31% | Add +0.8% | 127,800 | $23.6M |
| Natixis Advisors, LLC | 0.03% | Add +0.7% | 127,612 | $23.5M |
| Diesslin Group, Inc. | 10.37% | Reduce -4.9% | 124,837 | $23.0M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 123,389 | $22.7M |
| Strategic Investment Advisors / MI | 1.53% | Add +24.0% | 120,022 | $22.1M |
| Arvest Investments, Inc. | 2.79% | Add +0.2% | 110,890 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.9% | 109,447 | $20.2M |
| Bryn Mawr Trust Advisors, LLC | 0.97% | Add +3.6% | 108,479 | $20.0M |
| Praetorian Wealth Management, Inc. | 3.78% | Add +0.6% | 105,024 | $19.9M |
| Wealthspire Advisors, LLC | 0.15% | Add +20.6% | 105,266 | $19.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.7% | 105,265 | $19.4M |
| Sage Financial Group Inc. | 1.25% | Add +0.2% | 104,091 | $19.2M |
| Ledyard National Bank | 1.66% | Add +0.9% | 103,675 | $19.1M |
| Advisory Alpha, LLC | 0.51% | Reduce -0.5% | 101,702 | $18.7M |
| OLIO Financial Planning | 5.07% | Add +1.7% | 99,296 | $18.3M |
| Asset Management Group, Inc. | 2.85% | Reduce -0.5% | 95,781 | $17.7M |
| Chicago Partners Investment Group LLC | 0.39% | Add +3.3% | 89,943 | $17.3M |
| ProVise Management Group, LLC | 1.23% | Add +1.6% | 92,531 | $17.1M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -0.1% | 92,529 | $17.1M |
| Legacies Wealth LLC | 10.66% | Reduce -1.3% | 91,186 | $16.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -15.1% | 90,240 | $16.6M |
| Lutz Financial Services LLC | 1.11% | Add +0.3% | 89,711 | $16.5M |
"% 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.