ETF Holders

Who owns VO?

Small or mid cap

Vanguard Morningstar Mid-Cap ETF · Vanguard

2,478 institutions reported holding VO, worth $75.7B, in Form 13F filings for June 30, 2026.

13F holders
2,478
Institutional value
$75.7B
Change from prior quarter
+16.4%
+$10.6B, with price moves
New and sold-out firms
221 / 70
2,214 added, 33 trimmed

Top 10 institutional holders of VO

FirmLocationValueSharesChange
Jones Financial Companies LLLPDes Peres, MO$8.9B110,769,908+84,497,745 shares
Wells Fargo & CompanySan Francisco, CA$8.8B109,705,786+81,931,002 shares
Bank of America Corp.Charlotte, NC$6.0B73,987,186+55,856,111 shares
UBS Group AGZurich, Switzerland$4.5B55,523,351+42,124,285 shares
Morgan StanleyNew York, NY$2.9B36,272,342+27,637,821 shares
Creative PlanningOverland Park, KS$2.6B32,713,198+24,402,309 shares
Raymond James Financial Inc.St. Petersburg, FL$2.5B31,257,030+23,741,538 shares
Envestnet Asset Management Inc.Berwyn, PA$2.0B24,776,718+18,882,295 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$2.0B24,385,742+18,076,710 shares
US BancorpMinneapolis, MN$1.8B22,846,853+17,432,291 shares
2,468 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns VO?

2,478 institutional managers reported holding VO in Form 13F filings for June 30, 2026, worth $75.7B in total. The largest reported position was held by Jones Financial Companies LLLP, at $8.9B.

Did institutions buy or sell VO last quarter?

Reported 13F value rose 16.4% from March 31, 2026, which includes price moves as well as buying and selling. 221 firms reported a new position and 70 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is VO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.