DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
VOT

VANGUARD MID-CAP GROWTH ETF

1,109 institutions still hold VANGUARD MID-CAP GROWTH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908538·Exchange Traded Fund·1,109 13F holders·last filed Mar 31, 2026
Market cap
4.7%
vs prior quarter
13F value held
$6.0B
58.0% inst. owned
of float
Holders
1,109
+20 QoQ
filers reporting
Activity
+92 / −102
+967 added · −794 reduced
this quarter
Concentration
12.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,109 institutions reported VOT in Q1 2026. MORGAN STANLEY leads at 12.9% of the visible book. +20 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
$767M3.0M0.05%Q1 2026
02
ASSETMARK, INC
CIK 0001344551
$619M2.2M1.26%Q4 2025
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$555M2.2M0.04%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$431M1.7M0.08%Q1 2026
05
EP Wealth Advisors, LLC
CIK 0001540569
$399M1.6M1.96%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$330M1.3M0.06%Q1 2026
07
UBS Group AG
CIK 0001610520
$288M1.1M0.04%Q1 2026
08
Truepoint, Inc.
CIK 0001427748
$285M1.1M6.35%Q1 2026
09
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$268M1.0M2.27%Q1 2026
10
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$262M1.0M0.13%Q1 2026
11
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$258M924K0.15%Q4 2025
12
LPL Financial LLC
CIK 0001403438
$232M901K0.06%Q1 2026
13
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$224M872K0.14%Q1 2026
14
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$185M718K1.39%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$183M712K0.05%Q1 2026
16
STEPHENS GROUP ASSET MANAGEMENT, LLC
CIK 0001726808
$170M660K10.83%Q1 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$140M545K0.04%Q1 2026
18
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$139M541K0.54%Q1 2026
19
STIFEL FINANCIAL CORP
CIK 0000720672
$132M514K0.12%Q1 2026
20
Avior Wealth Management, LLC
CIK 0001599868
$92M358K2.61%Q1 2026
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