Who owns Vanguard Morningstar Mid-Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VOE from SEC Form 13F filings across 1,246 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, 1,246 institutions disclosed 74.3M shares of Vanguard Morningstar Mid-Cap Value ETF worth $14.52B — about 40.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
1,246
13F holders
$14.52B
value, 2026 filers
40.8%
of shares outstanding (74.3M sh)
116
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 VOE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.9M | $965.6M | 0.1% | 2.7% | +2.7% |
| 2 | EP Wealth Advisors, LLC | 4.5M | $887.0M | 3.4% | 2.5% | +8.4% |
| 3 | ASSETMARK, INC | 4.4M | $874.7M | 1.5% | 2.4% | +2.2% |
| 4 | Betterment LLC | 3.5M | $692.9M | 1.2% | 1.9% | -6.3% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 3.4M | $672.0M | 0.3% | 1.9% | +7.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 3.1M | $616.3M | 0.0% | 1.7% | +2.4% |
| 7 | WELLS FARGO & COMPANY/MN | 2.7M | $538.7M | 0.1% | 1.5% | +1.4% |
| 8 | ROYAL BANK OF CANADA | 2.3M | $450.2M | 0.1% | 1.3% | -5.9% |
| 9 | UBS Group AG | 1.5M | $303.8M | 0.0% | 0.8% | +4.9% |
| 10 | PNC Financial Services Group, Inc. | 1.4M | $284.4M | 0.1% | 0.8% | -1.5% |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.4M | $273.9M | 0.9% | 0.8% | -14.8% |
| 12 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 1.2M | $241.7M | 13.7% | 0.7% | +0.2% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1.2M | $241.0M | 0.1% | 0.7% | +1.2% |
| 14 | LPL Financial LLC | 1.2M | $229.5M | 0.1% | 0.6% | +6.2% |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 1.1M | $224.4M | 1.7% | 0.6% | +4.2% |
| 16 | FMR LLC | 1.1M | $220.5M | 0.0% | 0.6% | +0.6% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.1M | $219.2M | 0.1% | 0.6% | +6.1% |
| 18 | Orgel Wealth Management, LLC | 961,906 | $190.1M | 3.6% | 0.5% | +7.0% |
| 19 | Wellspring Financial Advisors, LLC | 783,898 | $913,313 | 0.1% | 0.4% | 0.0% |
| 20 | AMERIPRISE FINANCIAL INC | 753,590 | $148.9M | 0.0% | 0.4% | -14.7% |
| 21 | STIFEL FINANCIAL CORP | 739,432 | $146.1M | 0.1% | 0.4% | +5.2% |
| 22 | RAYMOND JAMES FINANCIAL INC | 730,073 | $144.3M | 0.0% | 0.4% | +1.4% |
| 23 | OSAIC HOLDINGS, INC. | 707,246 | $139.8M | 0.2% | 0.4% | +7.2% |
| 24 | Focus Partners Wealth | 653,694 | $129.2M | 0.1% | 0.4% | -4.4% |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,144 | $123.7M | 0.9% | 0.3% | +2.3% |
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.