Who owns Vanguard Morningstar Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VO from SEC Form 13F filings across 2,494 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2,494 institutions disclosed 938.2M shares of Vanguard Morningstar Mid-Cap ETF worth $75.58B — about 33.9% of shares outstanding; the largest disclosed holder is JONES FINANCIAL COMPANIES LLLP. Source: SEC Form 13F filings, parsed by EvidInvest.
2,494
13F holders
$75.58B
value, 2026 filers
33.9%
of shares outstanding (938.2M sh)
233
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 110.8M | $8.86B | 3.5% | 4% | +321.6% |
| 2 | WELLS FARGO & COMPANY/MN | 109.7M | $8.84B | 1.4% | 4% | +295.0% |
| 3 | BANK OF AMERICA CORP /DE/ | 74.0M | $5.96B | 0.4% | 2.7% | +308.1% |
| 4 | UBS Group AG | 55.5M | $4.47B | 0.6% | 2% | +314.4% |
| 5 | MORGAN STANLEY | 36.3M | $2.92B | 0.2% | 1.3% | +320.1% |
| 6 | Creative Planning | 32.7M | $2.64B | 1.5% | 1.2% | +293.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 31.3M | $2.52B | 0.7% | 1.1% | +315.9% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 24.8M | $2.00B | 0.5% | 0.9% | +320.3% |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24.4M | $1.96B | 1.0% | 0.9% | +286.5% |
| 10 | US BANCORP \DE\ | 22.8M | $1.84B | 2.0% | 0.8% | +322.0% |
| 11 | NATIXIS ADVISORS, LLC | 17.9M | $1.44B | 1.6% | 0.6% | +343.5% |
| 12 | LPL Financial LLC | 14.4M | $1.16B | 0.3% | 0.5% | +301.7% |
| 13 | AMERIPRISE FINANCIAL INC | 12.4M | $999.2M | 0.2% | 0.4% | +285.4% |
| 14 | CIBC Bancorp USA Inc. | 10.5M | $844.0M | 1.0% | 0.4% | +326.2% |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 10.1M | $810.5M | 6.0% | 0.4% | +1.1% |
| 16 | PNC Financial Services Group, Inc. | 9.6M | $774.8M | 0.4% | 0.3% | +307.7% |
| 17 | Mariner, LLC | 8.7M | $704.0M | 0.7% | 0.3% | +309.5% |
| 18 | JPMORGAN CHASE & CO | 8.6M | $694.3M | 0.0% | 0.3% | +306.8% |
| 19 | ROYAL BANK OF CANADA | 6.8M | $547.6M | 0.1% | 0.2% | +303.9% |
| 20 | Cerity Partners LLC | 5.8M | $466.4M | 0.6% | 0.2% | +334.5% |
| 21 | Cetera Investment Advisers | 5.7M | $459.0M | 0.4% | 0.2% | +311.4% |
| 22 | JMG Financial Group, Ltd. | 5.6M | $454.9M | 11.0% | 0.2% | +304.3% |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5.4M | $435.0M | 1.5% | 0.2% | +292.7% |
| 24 | Allworth Financial LP | 5.2M | $415.0M | 1.8% | 0.2% | +236.1% |
| 25 | Nicholas Hoffman & Company, LLC. | 4.8M | $384.7M | 8.1% | 0.2% | +302.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.