VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 38.60K | +1145.2% | $10.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 5.09K | +5.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 5.09K | +5.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 4.40K | +77.8% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Gotham Asset Management ✦ | 3.48K | -10.9% | $920,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 3.15K | -27.6% | $832,010 | 0.0% | ▼ 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
| D. E. Shaw & Co. | $4.49M | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.