Security record · archived quarter
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
12Tracked holders
0Δ holders
13.91MShares held
$4.09BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 8.23M | — | $2.42B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 4.20M | — | $1.23B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 811.90K | — | $238.49M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 811.90K | — | $238.49M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 811.90K | — | $238.49M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 811.90K | — | $238.49M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 497.93K | +3.8% | $146.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 497.93K | +3.8% | $146.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | The Vanguard Group ✦ (passive) | 53.67K | +8.4% | $15.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | The Vanguard Group ✦ (passive) | 53.67K | +8.4% | $15.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 36.79K | +187.1% | $10.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 36.79K | +187.1% | $10.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 36.60K | +134.5% | $10.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 36.60K | +134.5% | $10.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 36.60K | +134.5% | $10.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 14.46K | +84.1% | $4.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 13.50K | -34.5% | $3.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 12.56K | New | $3.69M | 0.0% | New | 1 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 2.08K | -0.8% | $609,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 1.80K | -0.2% | $527,838 | 0.0% | ▼ Trim | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.69M | 0.0% |
Exited
| D. E. Shaw & Co. | $958,418 | 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: Q3 2025 ·
Methodology ·
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