13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
VOE

VANGUARD MID-CAP VALUE ETF

1,323 institutions still hold VANGUARD MID-CAP VALUE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908512·Exchange Traded Fund·1,323 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.4B
visible holders
Holders
1,323
filers reporting
Concentration
11.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,323 institutions reported VOE in Q2 2026. MORGAN STANLEY leads at 11.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$966M4.9M0.05%Q2 202602
EP Wealth Advisors, LLC
CIK 0001540569
$887M4.5M3.39%Q2 202603
ASSETMARK, INC
CIK 0001344551
$875M4.4M1.50%Q2 202604
Betterment LLC
CIK 0001633901
$690M3.7M1.31%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$672M3.4M0.27%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$616M3.1M0.04%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$539M2.7M0.09%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$450M2.3M0.07%Q2 202609
UBS Group AG
CIK 0001610520
$304M1.5M0.04%Q2 202610
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$274M1.4M0.94%Q2 202611
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
$242M1.2M13.66%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$241M1.2M0.06%Q2 202613
LPL Financial LLC
CIK 0001403438
$230M1.2M0.05%Q2 202614
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$224M1.1M1.66%Q2 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$222M1.2M0.13%Q4 202516
FMR LLC
CIK 0000315066
$220M1.1M0.01%Q2 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$219M1.1M0.12%Q2 202618
Orgel Wealth Management, LLC
CIK 0001658535
$190M962K3.60%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$149M754K0.03%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$146M739K0.12%Q2 2026
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