DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
VO

VANGUARD MID-CAP ETF

2,545 institutions still hold VANGUARD MID-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908629·Exchange Traded Fund·2,545 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$43.3B
visible holders
Holders
2,545
filers reporting
Concentration
18.42%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

VO Q1 2026 institutional ownership is a $62.7B book across 2,308 holders. Wells Fargo is the largest holder at $8.0B (27.8M shares, +1.9%, +$150M). Jones Financial is second at $7.4B (26.3M shares, +40.5%, +$1.2B from $5.2B). Bank of America is third at $5.2B (18.1M shares, UNCHANGED). UBS Group is fourth at $3.8B (13.4M shares, +143.7%, +$2.2B) -- the dominant buyer. Morgan Stanley is fifth at $2.5B (8.6M shares, +0.4%). Creative Planning $2.4B (-3.0%). Raymond James $2.2B (+11.9%). Northwestern Mutual Wealth $1.8B (+1.4%). Envestnet $1.7B (+35.8%, +$934M). US Bancorp $1.6B (+5.9%). LPL $1.0B (+22.9%, +$75M). Ameriprise $925M (-16.4%, -$64M). Moneta Group $714M (+5.9%). CIBC Bancorp USA NEW $704M (2.5M shares). Mariner $613M (+5.0%). JPMorgan $596M (-4.6%). RBC $483M (+1.5%). UBS AM $478M (+164.7%, +$333M). Allworth $440M. JMG Financial $401M. TIAA-CREF NEW $395M. Sellers: Ameriprise -$64M, Creative -$56M, JPMorgan -$25M, Commonwealth Equity -$14M. The 75.50 whaleScore reflects AUM. Smart-money read: net-bullish. UBS Group's +143.7% (from $557M to $3.8B) is the defining signal. Jones +$1.2B, Envestnet +$934M, UBS AM +$333M are aggressive adds from RIA-and-wealth platforms. CIBC NEW $704M. Sellers are modest. Cautiously bullish on U.S. mid-cap.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8.0B27.8M1.50%Q1 2026
02
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7.4B26.3M3.57%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5.2B18.1M0.38%Q1 2026
04
UBS Group AG
CIK 0001610520
$3.8B13.4M0.58%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$2.5B8.6M0.15%Q1 2026
06
Creative Planning
CIK 0001540235
$2.4B8.3M1.62%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2.2B7.5M0.67%Q1 2026
08
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.8B6.3M1.12%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.7B5.9M0.45%Q1 2026
10
US BANCORP \DE\
CIK 0000036104
$1.6B5.4M1.89%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$1.0B3.6M0.27%Q1 2026
12
AMERIPRISE FINANCIAL INC
CIK 0000820027
$925M3.2M0.21%Q1 2026
13
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$714M9.9M5.37%Q1 2026
14
CIBC Bancorp USA Inc.
CIK 0001711924
$704M2.5M0.95%Q1 2026
15
CIBC Private Wealth Group LLC
CIK 0001298088
$634M2.2M1.07%Q4 2025
16
Mariner, LLC
CIK 0001373442
$613M2.1M0.72%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$596M2.1M0.04%Q1 2026
18
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$584M2.0M0.35%Q4 2025
19
ROYAL BANK OF CANADA
CIK 0001000275
$483M1.7M0.08%Q1 2026
20
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$478M1.7M0.10%Q1 2026
Page 1 of 128
2525 more holders available. Log in →