VOE
ETF

Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares

MRNGSTR MD CP VA As of Jun 30, 2026 CUSIP 922908512
Institutional Holders
1,253
Total Held Value
$14.40B
Total Exact Shares
73.82M
Largest Holder
Morgan Stanley
4.89M shares • $965.6M
Reported Holders1,253
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Morgan Stanley $965.6M 0.1% +2.7% 4.89M Jun 30, 2026
2 EP Wealth Advisors $887.0M 3.4% +8.4% 4.49M Jun 30, 2026
3 Assetmark
Filing dated Sep 30, 2026
 $796.8M 1.3% -8.0% 4.07M Sep 30, 2026
4 Betterment $692.9M 1.2% -6.3% 3.51M Jun 30, 2026
5 Jones Financial Companies $672.0M 0.3% +7.8% 3.38M Jun 30, 2026
6 Bank of America $616.3M <0.1% +2.4% 3.12M Jun 30, 2026
7 Wells Fargo $538.7M 0.1% +1.4% 2.73M Jun 30, 2026
8 Royal Bank of Canada $450.2M 0.1% -5.9% 2.28M Jun 30, 2026
9 UBS Group $303.8M <0.1% +4.9% 1.54M Jun 30, 2026
10 PNC Financial Services Group $284.4M 0.1% -1.5% 1.44M Jun 30, 2026
11 TIAA-CREF Individual & Institutional Services $273.9M 0.9% -14.8% 1.39M Jun 30, 2026
12 Envestnet Asset Management $241.0M 0.1% +1.2% 1.22M Jun 30, 2026
13 Stephens Group Asset Management
Filing dated Sep 30, 2026
 $240.1M 13.7% +0.4% 1.23M Sep 30, 2026
14 LPL Financial $229.5M 0.1% +6.2% 1.16M Jun 30, 2026
15 Moneta Group Investment Advisors $224.4M 1.7% +4.2% 1.14M Jun 30, 2026
16 Fidelity (FMR) $220.5M <0.1% +0.6% 1.12M Jun 30, 2026
17 Northwestern Mutual Wealth Management $219.2M 0.1% +6.1% 1.11M Jun 30, 2026
18 Orgel Wealth Management
Filing dated Sep 30, 2026
 $181.7M 3.4% -3.4% 929.2K Sep 30, 2026
19 Ameriprise Financial $148.9M <0.1% -14.7% 753.6K Jun 30, 2026
20 Stifel Financial $146.1M 0.1% +5.2% 739.4K Jun 30, 2026
Exited in Latest Filing53
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.