Security record · archived quarter
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82Tracked holders
+2Δ holders
163.90MShares held
$46.92BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +12.4% ·
net new positions +2.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 26.27M | +22.3% | $7.43B | 3.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | Creative Planning | 8.31M | -1.2% | $2.39B | 1.6% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Northwestern Mutual Wealth… | 6.31M | +2.1% | $1.81B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.89M | +125.5% | $1.69B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 3.58M | +9.0% | $1.03B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | CIBC Bancorp USA Inc. | 2.46M | n/a | $703.72M | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 17 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 18 | UBS AM, a distinct business unit of… | 1.66M | +232.8% | $477.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.38M | +8.3% | $397.67M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 22 | HighTower Advisors, LLC | 1.09M | +2.3% | $311.96M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 1.01M | -3.6% | $288.80M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 26 | Rockefeller Capital Management L.P. | 798.72K | +8.3% | $229.38M | 0.4% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Osaic Holdings, Inc. | 732.86K | -1.0% | $210.63M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 725.60K | +2.0% | $208.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Baird Financial Group, Inc. | 626.68K | +13.4% | $179.97M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 619.35K | +46.4% | $177.86M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 557.55K | +6.5% | $160.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | 1832 Asset Management L.P. | 549.72K | +1.6% | $157.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 494.88K | -53.5% | $140.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 463.62K | -3.4% | $133.14M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Mml Investors Services, Llc | 335.50K | -12.6% | $96.35M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 333.47K | +0.7% | $95.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 331.14K | -26.7% | $95.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Principal Financial Group Inc | 293.74K | +45.2% | $84.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Assetmark, Inc | 269.88K | -19.0% | $77.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Manufacturers Life Insurance… | 215.38K | -9.1% | $61.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 199.34K | +3.6% | $53.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 159.51K | +13.3% | $45.81M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | BlackRock ✦ (passive) | 158.46K | +52.0% | $45.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 44 | First Manhattan Co. Llc. | 156.40K | +12.7% | $44.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 149.32K | -34.5% | $43.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 137.34K | +6.6% | $39.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 133.78K | -0.4% | $38.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Brown Advisory Inc | 109.55K | -1.5% | $31.46M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 105.41K | +109.0% | $30.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 50 | Cwm, Llc | 85.39K | +0.7% | $24.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 76.56K | +18.7% | $21.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 63.07K | +2.7% | $18.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Schroder Investment Management Group | 63.72K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | AQR Capital Management ✦ | 53.93K | +13.9% | $15.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 55 | Gotham Asset Management ✦ | 29.43K | +46.2% | $8.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 29.40K | +478.7% | $8.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Citigroup Inc | 28.15K | -97.8% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 18.23K | +26.0% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 16.86K | +242.3% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 13.94K | -4.0% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 53.73K | -3.2% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 12.74K | -6.5% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 10.86K | +69.0% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Jane Street Group, Llc | 9.47K | +236.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | National Bank Of Canada /Fi/ | 9.45K | +7.7% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Susquehanna International Group, Llp | 9.19K | +110.7% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Allspring Global Investments… | 7.92K | +18.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Neuberger Berman Group LLC | 6.56K | +15.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 6.35K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 5.99K | -44.6% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | First Trust Advisors Lp | 5.80K | +12.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 5.65K | +23.0% | $1.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 73 | Sei Investments Co | 4.48K | +28.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 4.11K | -1.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 3.40K | 0.0% | $976,412 | 0.0% | Held | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 3.33K | +179.6% | $960,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 2.03K | -32.6% | $584,124 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 1.52K | New | $435,652 | 0.0% | New | 1 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 1.10K | -76.0% | $316,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 4.01K | +0.9% | $288,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Nova Scotia | 759 | 0.0% | $217,970 | 0.0% | Held | 2 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 31 | +181.8% | $8,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.82M | 0.0% |
| Tudor Investment Corp Et Al | $435,652 | 0.0% |
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.
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: Q1 2026 ·
Methodology ·
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