Security record
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
83Tracked holders
+2Δ holders
663.44MShares held
$53.39BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +30.0% ·
net new positions +2.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 663.44M | $53.39B | +3 | −1 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | — |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | — | −1 |
| Q3 2025 | 12 | 0 | 13.91M | $4.09B | +1 | −1 |
| Q2 2025 | 9 | +1 | 593.23K | $166.00M | +2 | −1 |
| Q1 2025 | 5 | 0 | 27.01K | $6.98M | — | — |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | — | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | — |
| Q2 2024 | 4 | — | 35.41K | $8.57M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 110.77M | +5.4% | $8.86B | 3.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 110.77M | +5.4% | $8.86B | 3.5% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 55.52M | +3.6% | $4.47B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 55.52M | +3.6% | $4.47B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 55.52M | +3.6% | $4.47B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 24 | Creative Planning | 32.71M | -1.6% | $2.64B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 32.71M | -1.6% | $2.64B | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 28 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 24.78M | +5.1% | $2.00B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 24.39M | -3.4% | $1.96B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 22.85M | +5.5% | $1.84B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 22.85M | +5.5% | $1.84B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 22.85M | +5.5% | $1.84B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 35 | LPL Financial LLC | 14.37M | +0.4% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 10.48M | +6.6% | $844.02M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 10.48M | +6.6% | $844.02M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 52 | Mariner, LLC | 8.74M | +2.4% | $704.04M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 53 | Mariner, LLC | 8.74M | +2.4% | $704.04M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 54 | Mariner, LLC | 8.74M | +2.4% | $704.04M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 75 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 76 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 77 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 78 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 79 | Cetera Investment Advisers | 5.70M | +2.9% | $459.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | HighTower Advisors, LLC | 4.37M | +0.5% | $351.90M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 90 | Commonwealth Equity Services, Llc | 3.93M | -2.3% | $316.55M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| GAMCO Investors | $3.12M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,367 holders, 239.36M shares, $63.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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