VANGUARD MID-CAP ETF VO
$80.51
+0.1% 52w: $66.89 – $80.57
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data66.8973.7380.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.4K
+16 QoQ
13F value
$65.31B
+4.8% QoQ
Smart-money holders
99
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
3.0×
$18.9M calls / $6.3M puts
Institutional value by quarter
Number of holders
Who owns VO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 27.8M | $7.98B | 1.6% | +3.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 26.3M | $7.43B | 3.6% | +22.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 18.1M | $5.21B | 0.4% | 0.0% |
| UBS Group AG | Bank broker | 13.4M | $3.85B | 0.7% | +140.6% |
| MORGAN STANLEY | Bank broker | 8.6M | $2.48B | 0.1% | +1.6% |
| Creative Planning | Wealth advisor | 8.3M | $2.39B | 1.6% | -1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.5M | $2.16B | 0.7% | +5.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.3M | $1.81B | 1.1% | +2.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.9M | $1.69B | 0.5% | +125.5% |
| US BANCORP \DE\ | Wealth advisor | 5.4M | $1.56B | 1.9% | +7.3% |
| LPL Financial LLC | Bank broker | 3.6M | $1.03B | 0.3% | +9.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.2M | $924.5M | 0.2% | -5.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 9.9M | $714.1M | 5.4% | +321.9% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 2.5M | $703.7M | 1.0% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.4M | $677.4M | 0.4% | +2.4% |
| Mariner, LLC | Diversified mechanical | 2.1M | $612.8M | 0.7% | +6.3% |
| JPMORGAN CHASE & CO | Bank broker | 2.1M | $595.8M | 0.0% | -0.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $483.2M | 0.1% | +3.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.7M | $478.0M | 0.1% | +232.8% |
| Allworth Financial LP | Wealth advisor | 1.5M | $440.1M | 1.8% | +0.8% |
| JMG Financial Group, Ltd. | Wealth advisor | 1.4M | $401.1M | 11.0% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $397.7M | 0.4% | +8.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.4M | $394.8M | 1.5% | — |
| Cerity Partners LLC | Diversified mechanical | 1.3M | $383.5M | 0.5% | +19.2% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 1.2M | $340.6M | 7.9% | +0.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.1M | $325.2M | 0.1% | +11.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.1M | $312.0M | 0.3% | +2.3% |
| REGIONS FINANCIAL CORP | Other | 1.1M | $303.2M | 2.0% | +11.7% |
| Midwest Trust Co | Other | 1.0M | $295.1M | 3.7% | +2.2% |
| Border to Coast Pensions Partnership Ltd ★2 | Fundamental diversified | 1.0M | $293.3M | 5.0% | -10.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 4.0M | $289.5M | 0.4% | +20.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $288.8M | 0.4% | -3.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 901.2K | $258.8M | 0.0% | +9.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 879.9K | $252.7M | 0.1% | -6.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 798.7K | $229.4M | 0.4% | +8.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 742.2K | $213.1M | 1.1% | +33.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 732.9K | $210.6M | 0.3% | -1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 725.6K | $208.4M | 0.2% | +2.0% |
| Clearstead Advisors, LLC | Wealth advisor | 709.7K | $203.8M | 1.9% | +1.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 626.7K | $180.0M | 0.3% | +13.4% |
| FIFTH THIRD BANCORP | Diversified mechanical | 619.4K | $177.9M | 0.3% | +46.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 618.5K | $177.6M | 1.4% | +2.7% |
| SigFig Wealth Management, LLC | Wealth advisor | 615.4K | $176.7M | 5.2% | +11.4% |
| Pathstone Holdings, LLC | Diversified mechanical | 598.0K | $171.7M | 0.7% | +0.6% |
| First Command Advisory Services, Inc. | Wealth advisor | 561.6K | $161.3M | 1.1% | -1.0% |
| FMR LLC | Long only active | 557.5K | $160.1M | 0.0% | +6.5% |
| 1832 Asset Management L.P. | Other | 549.7K | $157.9M | 0.2% | +1.6% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 514.4K | $147.7M | 4.0% | -1.3% |
| Corient Private Wealth LLC | Diversified mechanical | 494.9K | $140.2M | 0.2% | -53.5% |
| Joel Isaacson & Co., LLC | Wealth advisor | 475.3K | $136.5M | 4.5% | +2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.