Security record · archived quarter
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
79Tracked holders
-1Δ holders
143.32MShares held
$41.60BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.2% ·
share flow -1.2% ·
net new positions -1.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 26.97M | n/a | $7.83B | 1.5% | n/c | 1 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 21.49M | n/a | $6.24B | 3.8% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 18.13M | n/a | $5.26B | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 4 | Morgan Stanley ✦ | 8.49M | +3.2% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 5 | Creative Planning | 8.42M | n/a | $2.44B | 1.7% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 7.14M | n/a | $2.07B | 0.6% | n/c | 1 | SEC ↗ ×4 |
| 7 | Northwestern Mutual Wealth… | 6.18M | n/a | $1.79B | 1.1% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 5.57M | n/a | $1.62B | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 9 | Us Bancorp \De\ | 5.04M | n/a | $1.46B | 1.7% | n/c | 1 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 3.41M | n/a | $988.94M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 3.28M | n/a | $952.57M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 2.61M | n/a | $758.78M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 2.30M | n/a | $668.85M | 0.4% | n/c | 1 | SEC ↗ ×10 |
| 14 | JPMorgan Chase ✦ | 2.14M | -49.1% | $620.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 2.01M | n/a | $582.39M | 0.7% | n/c | 1 | SEC ↗ ×4 |
| 16 | Royal Bank Of Canada | 1.63M | n/a | $474.15M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 17 | Cetera Investment Advisers | 1.28M | n/a | $371.23M | 0.4% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 1.26M | n/a | $364.24M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cerity Partners LLC | 1.12M | n/a | $324.70M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 20 | HighTower Advisors, LLC | 1.06M | n/a | $308.11M | 0.3% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 1.06M | n/a | $308.03M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 22 | Commonwealth Equity Services, Llc | 1.04M | n/a | $302.86M | 0.4% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1.01M | n/a | $294.00M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 24 | Bank Of Montreal /Can/ | 941.81K | n/a | $273.33M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 25 | Goldman Sachs Group ✦ | 823.35K | +1.4% | $238.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Osaic Holdings, Inc. | 740.39K | n/a | $215.07M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 27 | Rockefeller Capital Management L.P. | 737.48K | n/a | $214.03M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 711.50K | n/a | $206.51M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 29 | Baird Financial Group, Inc. | 552.80K | n/a | $160.44M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 30 | 1832 Asset Management L.P. | 541.32K | n/a | $157.10M | 0.2% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 523.42K | +5.1% | $151.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | UBS AM, a distinct business unit of… | 500.12K | n/a | $145.14M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 480.13K | n/a | $139.34M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 34 | Mercer Global Advisors Inc /Adv | 451.91K | n/a | $131.15M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 423.11K | n/a | $122.79M | 0.4% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 384.04K | n/a | $111.46M | 0.3% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 333.13K | n/a | $96.68M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 331.26K | n/a | $96.14M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 237.03K | n/a | $68.82M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 228.09K | n/a | $68.29M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Principal Financial Group Inc | 202.33K | n/a | $58.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Focus Partners Wealth | 192.49K | n/a | $55.87M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 140.81K | n/a | $41.25M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 44 | First Manhattan Co. Llc. | 138.83K | n/a | $40.29M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Northern Trust Corp | 134.36K | n/a | $38.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Blair William & Co/Il | 128.78K | n/a | $37.38M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Brown Advisory Inc | 111.21K | n/a | $32.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | BlackRock ✦ (passive) | 104.28K | +183.4% | $30.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 49 | Cwm, Llc | 84.82K | n/a | $24.62M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 64.52K | n/a | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 61.42K | n/a | $17.82M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 55.52K | n/a | $16.11M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | The Vanguard Group ✦ (passive) | 54.22K | +1.0% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Franklin Resources Inc | 50.45K | n/a | $14.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 55 | AQR Capital Management ✦ | 47.34K | +29.4% | $13.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 56 | Gotham Asset Management ✦ | 20.13K | +39.2% | $5.84M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Wealthfront Advisers LLC | 14.53K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Tidal Investments LLC | 14.47K | n/a | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Empower Advisory Group, LLC | 13.63K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 10.81K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 8.78K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Allspring Global Investments… | 6.70K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 6.42K | +209.6% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 5.69K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | First Trust Advisors Lp | 5.16K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 5.08K | -62.4% | $1.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 4.93K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Fisher Asset Management ✦ | 4.59K | +155.7% | $1.33M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 69 | Kayne Anderson Rudnick Investment… | 4.59K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 4.36K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Hsbc Holdings Plc | 4.16K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Cibc World Market Inc. | 3.98K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Sei Investments Co | 3.48K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 3.40K | n/a | $986,748 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Deutsche Bank Ag\ | 3.02K | n/a | $876,175 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 76 | Jane Street Group, Llc | 2.82K | n/a | $818,420 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | TD Waterhouse Canada Inc. | 1.19K | n/a | $346,125 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank Of Nova Scotia | 759 | n/a | $220,277 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bnp Paribas Financial Markets | 11 | n/a | $3,192 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $3.69M | 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: Q4 2025 ·
Methodology ·
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