Who owns Vanguard Morningstar Mid-Cap Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VOT from SEC Form 13F filings across 1,104 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, 1,104 institutions disclosed 39.3M shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.01B — about 33.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
1,104
13F holders
$12.01B
value, 2026 filers
33.4%
of shares outstanding (39.3M sh)
127
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 VOT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.1M | $939.5M | 0.0% | 2.6% | +2.9% |
| 2 | ASSETMARK, INC | 2.2M | $658.7M | 1.1% | 1.8% | +0.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.1M | $649.6M | 0.0% | 1.8% | -1.7% |
| 4 | EP Wealth Advisors, LLC | 1.8M | $536.9M | 2.1% | 1.5% | +13.0% |
| 5 | WELLS FARGO & COMPANY/MN | 1.6M | $504.4M | 0.1% | 1.4% | -1.7% |
| 6 | ROYAL BANK OF CANADA | 1.2M | $366.2M | 0.1% | 1% | -6.8% |
| 7 | UBS Group AG | 1.2M | $355.4M | 0.0% | 1% | +3.6% |
| 8 | PNC Financial Services Group, Inc. | 1.1M | $338.2M | 0.2% | 0.9% | -1.0% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 1.1M | $328.7M | 0.1% | 0.9% | +6.2% |
| 10 | Truepoint, Inc. | 1.1M | $334.9M | 7.0% | 0.9% | -1.2% |
| 11 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.0M | $319.4M | 2.4% | 0.9% | 0.0% |
| 12 | LPL Financial LLC | 915,170 | $280.3M | 0.1% | 0.8% | +1.6% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 905,608 | $277.4M | 0.1% | 0.8% | +3.9% |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 756,813 | $231.8M | 1.7% | 0.6% | +5.5% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 727,903 | $222.9M | 0.1% | 0.6% | +2.2% |
| 16 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 666,327 | $204.1M | 11.5% | 0.6% | +0.9% |
| 17 | RAYMOND JAMES FINANCIAL INC | 564,845 | $173.0M | 0.0% | 0.5% | +3.7% |
| 18 | STIFEL FINANCIAL CORP | 519,520 | $159.1M | 0.1% | 0.4% | +1.1% |
| 19 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 497,262 | $152.3M | 0.5% | 0.4% | -8.1% |
| 20 | AMERIPRISE FINANCIAL INC | 353,090 | $108.2M | 0.0% | 0.3% | +2.1% |
| 21 | Rockefeller Capital Management L.P. | 328,799 | $100.7M | 0.2% | 0.3% | +0.2% |
| 22 | Busey Bank | 286,146 | $87.6M | 2.1% | 0.2% | +4.9% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 275,076 | $84.3M | 0.1% | 0.2% | -0.6% |
| 24 | TRUIST FINANCIAL CORP | 256,751 | $78.6M | 0.1% | 0.2% | -7.5% |
| 25 | FMR LLC | 243,289 | $74.5M | 0.0% | 0.2% | -3.4% |
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.