13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
VOE

VANGUARD MID-CAP VALUE ETF

1,285 institutions still hold VANGUARD MID-CAP VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908512·Exchange Traded Fund·1,285 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.1%
vs prior quarter
13F value held
$7.1B
58.0% inst. owned
of float
Holders
1,285
+103 QoQ
filers reporting
Activity
+55 / −17
+804 added · −838 reduced
this quarter
Concentration
12.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,285 institutions reported VOE in Q1 2026. MORGAN STANLEY leads at 12.3% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$877M4.8M0.05%Q1 202602
ASSETMARK, INC
CIK 0001344551
$803M4.5M1.64%Q4 202503
EP Wealth Advisors, LLC
CIK 0001540569
$763M4.1M3.75%Q1 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$571M3.1M0.27%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$561M3.0M0.04%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$495M2.7M0.09%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$446M2.4M0.08%Q1 202608
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$300M1.6M1.15%Q1 202609
UBS Group AG
CIK 0001610520
$270M1.5M0.04%Q1 202610
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
$225M1.2M14.34%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$222M1.2M0.06%Q1 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$222M1.2M0.13%Q4 202513
FMR LLC
CIK 0000315066
$204M1.1M0.01%Q1 202614
LPL Financial LLC
CIK 0001403438
$202M1.1M0.05%Q1 202615
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$201M1.1M1.51%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$193M1.0M0.12%Q1 202617
Orgel Wealth Management, LLC
CIK 0001658535
$166M899K3.57%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$163M883K0.04%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$133M720K0.04%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$130M703K0.12%Q1 2026
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