Security record
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
83Tracked holders
+2Δ holders
663.44MShares held
$53.39BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +30.0% ·
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 Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 110.77M | +5.4% | $8.86B | 3.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 109.71M | -1.2% | $8.84B | 1.5% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 73.99M | +2.0% | $5.96B | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | UBS Group AG | 55.52M | +3.6% | $4.47B | 0.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 36.27M | +5.0% | $2.92B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Creative Planning | 32.71M | -1.6% | $2.64B | 1.5% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 31.26M | +4.0% | $2.52B | 0.7% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Envestnet Asset Management Inc | 24.78M | +5.1% | $2.00B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 24.39M | -3.4% | $1.96B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 22.85M | +5.5% | $1.84B | 2.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 14.37M | +0.4% | $1.16B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 12.40M | -3.6% | $999.18M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | CIBC Bancorp USA Inc. | 10.48M | +6.6% | $844.02M | 1.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 9.62M | +1.9% | $774.76M | 0.4% | ▲ Add | 3 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 8.74M | +2.4% | $704.04M | 0.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | JPMorgan Chase ✦ | 8.63M | +1.7% | $694.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 17 | Royal Bank Of Canada | 6.80M | +1.0% | $547.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 18 | Cerity Partners LLC | 5.79M | +8.6% | $466.41M | 0.6% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Cetera Investment Advisers | 5.70M | +2.9% | $459.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 4.45M | -1.9% | $358.17M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 21 | HighTower Advisors, LLC | 4.37M | +0.5% | $351.90M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 3.93M | -2.3% | $316.55M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 3.61M | +0.3% | $291.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 24 | Bank Of Montreal /Can/ | 3.52M | -0.1% | $283.33M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 25 | Osaic Holdings, Inc. | 3.45M | +17.6% | $277.69M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Rockefeller Capital Management L.P. | 3.34M | +4.5% | $269.00M | 0.4% | ▲ Add | 3 | SEC ↗ ×5 |
| 27 | Stifel Financial Corp | 2.92M | +0.7% | $235.53M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Baird Financial Group, Inc. | 2.50M | -0.3% | $201.37M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Fifth Third Bancorp | 2.45M | -1.2% | $197.28M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.28M | +2.1% | $183.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 31 | 1832 Asset Management L.P. | 2.16M | -1.9% | $173.82M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 1.96M | +5.8% | $158.04M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Corient Private Wealth LP | 1.93M | -2.6% | $155.34M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 1.57M | +17.1% | $126.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 35 | Captrust Financial Advisors | 1.40M | +5.2% | $113.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 1.24M | -81.4% | $100.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 1.18M | -11.1% | $94.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 1.12M | +3.7% | $90.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 39 | Alliancebernstein L.P. | 262.26K | +4.0% | $75.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Focus Partners Wealth | 823.22K | +3.2% | $66.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 810.99K | +27.9% | $65.34M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 42 | First Manhattan Co. Llc. | 698.32K | +11.6% | $56.26M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Lido Advisors, LLC | 640.58K | +0.4% | $51.61M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Wealth Enhancement Advisory… | 594.58K | -0.5% | $48.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Blair William & Co/Il | 555.27K | +1.1% | $44.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 527.81K | -1.4% | $42.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Franklin Resources Inc | 421.18K | -0.1% | $33.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 48 | Principal Financial Group Inc | 394.65K | -66.4% | $31.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Brown Advisory Inc | 381.70K | -12.9% | $30.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Quantinno Capital Management LP | 340.51K | +11.2% | $27.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 300.07K | +39.1% | $24.18M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 52 | Schroder Investment Management Group | 288.21K | +13.1% | $23.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Financial Engines Advisors L.L.C. | 211.88K | -1.4% | $17.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 818.84K | -5.0% | $16.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Wellington Management ✦ | 155.24K | New | $12.51M | 0.0% | New | 1 | SEC ↗ |
| 56 | Jane Street Group, Llc | 122.79K | +224.0% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | Gotham Asset Management ✦ | 117.71K | 0.0% | $9.48M | 0.0% | Held | 9 | SEC ↗ |
| 58 | Citigroup Inc | 115.26K | +2.4% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Tidal Investments LLC | 98.59K | +35.2% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 93.08K | -20.9% | $7.50M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | Wealthfront Advisers LLC | 65.43K | +17.4% | $5.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 59.56K | +134.6% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Empower Advisory Group, LLC | 57.59K | +13.0% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Tudor Investment Corp Et Al | 40.20K | +562.6% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 36.30K | -4.0% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Allspring Global Investments… | 35.46K | +12.0% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fisher Asset Management ✦ | 33.76K | +49.4% | $2.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 30.03K | +25.3% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Nuveen, LLC | 29.10K | New | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 23.37K | -10.9% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | First Trust Advisors Lp | 23.10K | -0.4% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Sei Investments Co | 21.51K | +20.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Cibc World Market Inc. | 16.28K | +1.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 14.83K | -9.7% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 13.60K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 11.74K | -82.6% | $946,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 8.14K | 0.0% | $655,518 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 78 | TD Waterhouse Canada Inc. | 6.88K | -48.5% | $553,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 6.26K | +42.2% | $504,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 6.05K | -83.5% | $487,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Squarepoint Ops LLC | 3.61K | New | $291,019 | 0.0% | New | 1 | SEC ↗ |
| 82 | Bank Of Nova Scotia | 3.04K | 0.0% | $244,611 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Bnp Paribas Financial Markets | 4 | -96.8% | $322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $12.51M | 0.0% |
| Nuveen, LLC | $2.34M | 0.0% |
| Squarepoint Ops LLC | $291,019 | 0.0% |
Exited
| GAMCO Investors | $3.12M | 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: Q2 2026 ·
Methodology ·
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