VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +4.3% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 626.82K | $50.39M | n/a | n/a |
| 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 | Fidelity (FMR) ✦ | 479.53K | n/a | $134.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | The Vanguard Group ✦ (passive) | 49.51K | n/a | $13.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Renaissance Technologies ✦ | 20.60K | +232.3% | $5.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 15.61K | +101.2% | $4.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | BlackRock ✦ (passive) | 12.81K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Gotham Asset Management ✦ | 7.86K | 0.0% | $2.20M | 0.0% | Held | 5 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 3.42K | New | $958,418 | 0.0% | New | 1 | SEC ↗ |
| 8 | GAMCO Investors ✦ | 2.09K | New | $585,404 | 0.0% | New | 1 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 1.80K | -61.7% | $503,818 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $958,418 | 0.0% |
| GAMCO Investors | $585,404 | 0.0% |
Exited
| Citadel Advisors | $125,948 | 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.