VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 626.82K | $50.39M | n/a | −1 |
| Q2 2026 | 82 | +2 | 659.07M | $53.04B | +3 | −2 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | n/a |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | n/a | −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 | n/a | n/a |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | n/a | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | n/a |
| Q2 2024 | 4 | n/a | 35.41K | $8.57M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 7.86K | +125.5% | $2.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 7.76K | +52.3% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Renaissance Technologies ✦ | 6.20K | -83.9% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 4.71K | +7.0% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 487 | -84.5% | $125,948 | 0.0% | ▼ Trim | 4 | 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
| No tracked exits this quarter. |
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.