VO institutional holders

Vanguard Morningstar Mid-Cap ETF · 2,867 reporting institutions · $138.2B reported value

Funds that can replace VO · VO return decomposition

Institutional holdings

Institutions reporting VO, largest first
InstitutionReported positionAdvisors at firmReport period
Royal Bank of Canada$9.8B02026-06-30
Jones Financial Companies LLLP$8.9B02026-06-30
Wells Fargo & Company/mn$8.8B02026-06-30
Bank of America Corp /de$6.1B02026-06-30
Bank of Montreal /can$5.2B02026-06-30
UBS Group AG$4.6B02026-06-30
Vanguard Group Inc$4.3B02025-12-31
Vanguard Capital Management LLC$3.6B02026-06-30
Morgan Stanley$3.4B23,1852026-06-30
TD Asset Management Inc$2.7B02026-06-30
Creative Planning$2.7B1,1712026-06-30
Raymond James Financial Inc$2.5B02026-06-30
CIBC World Market Inc.$2.2B02026-06-30
Fil Ltd$2.2B02026-06-30
MacKenzie Financial Corp$2.1B02026-06-30
Envestnet Pmc$2B602026-06-30
Northwestern Mutual Wealth Management Co$2B02026-06-30
Fmr LLC$1.9B02026-06-30
US Bancorp$1.8B02026-06-30
National Bank of Canada /fi$1.8B02026-06-30
1832 Asset Management LP$1.8B02026-06-30
Norges Bank$1.6B02026-06-30
Geode Capital Management, LLC$1.5B02026-06-30
Canada Pension Plan Investment Board$1.3B02026-06-30
Jpmorgan Chase & Co$1.2B02026-06-30
CIBC Asset Management Inc$1.2B52026-06-30
Lpl Financial LLC$1.2B23,4582026-06-30
TD Waterhouse Canada Inc.$1.1B02026-06-30
Vanguard Fiduciary Trust Co$1.1B02026-06-30
Ameriprise Financial Inc$1B02026-06-30
Toronto Dominion Bank$994.5M02026-06-30
Vanguard Global Advisers, LLC$959.1M02026-06-30
Caisse de Depot Et Placement Du Quebec$957.5M02026-06-30
Bank of Nova Scotia$920.2M02026-06-30
CIBC Bancorp USA Inc.$844.4M02026-06-30
Moneta Group Investment Advisors LLC$810.7M2562026-06-30
PNC Financial Services Group, Inc.$777.5M02026-06-30
Jarislowsky, Fraser Ltd$760.4M02025-09-30
Legal & General Group PLC$744.2M02026-06-30
Goldman Sachs Group Inc$741.1M02026-06-30
Healthcare of Ontario Pension Plan Trust Fund$737.1M02026-06-30
Mariner, LLC$713.4M02026-06-30
Connor, Clark & Lunn Investment Management Ltd.$677.1M02026-06-30
Dimensional Fund Advisors LP$646.6M02026-06-30
CIBC Private Wealth Group LLC$634.4M02025-12-31
Federation Des Caisses Desjardins Du Quebec$601.2M02026-06-30
Scotia Capital Inc.$593.3M02026-06-30
Fiera Capital Corp$568.6M02026-06-30
Bank of New York Mellon Corp$488.9M02026-06-30
Cerity Partners LLC$470M7772026-06-30
Cetera Investment Advisers$464.9M10,3702026-06-30
Jmg Financial Group, Ltd.$454.9M482026-06-30
TIAA-CREF Individual & Institutional Services, LLC$436M1,7212026-06-30
Manufacturers Life Insurance Company, the$433.1M02026-06-30
Allworth Financial, LP$415.5M3172026-06-30
Nicholas Hoffman & Company, Llc.$384.7M132026-06-30
Charles Schwab Investment Management Inc$367.6M372026-06-30
Hightower Advisors, LLC$355.8M1,0462026-06-30
Massachusetts Financial Services Co /ma$324.8M02026-06-30
Commonwealth Equity Services, LLC$322.8M2,8632026-06-30
Midwest Trust Co$292.5M02026-06-30
Vanguard Asset Management, Ltd$283M02026-06-30
Osaic Holdings, Inc.$281.7M02026-06-30
Rockefeller Capital Management LP$272M3462026-06-30
Regions Financial Corp$263.6M02026-06-30
Beacon Pointe Advisors, LLC$263.4M4662026-06-30
Letko, Brosseau & Associates Inc$252.1M02026-06-30
Stifel Financial Corp$244.4M02026-06-30
Deutsche Bank AG$236.4M02026-06-30
Clearstead; Clearstead Advisory Solutions$228.4M642026-06-30
British Columbia Investment Management Corp$224.5M02026-06-30
Newport Trust Company, LLC$222.6M02026-06-30
Amundi$217.8M02026-06-30
Omers Administration Corp$217.4M02026-06-30
Invesco Ltd.$212.7M02026-06-30
Baird Financial Group, Inc.$209M02026-06-30
Public Sector Pension Investment Board$207.9M02026-06-30
Clearbridge Investments, LLC$202.5M412026-06-30
Sigfig Wealth Management, LLC$202.1M42026-06-30
Fifth Third Bancorp$197.6M02026-06-30
Pathstone Holdings, LLC$195.8M02026-06-30
Barclays PLC$191.6M02026-06-30
Wealthspire Advisors, LLC$189.2M2372026-06-30
Corient Private Wealth LP$179.4M6742026-06-30
Cardinal Capital Management, Inc.$176.3M82026-06-30
Blackrock, Inc.$175.3M02026-06-30
MUFG Securities (canada), Ltd.$175M02026-06-30
Aviso Financial Inc.$172M02026-06-30
Picton Investments$166.7M02026-06-30
Truist Financial Corp$160.5M02026-06-30
Addenda Capital Inc.$156.7M02026-06-30
Joel Isaacson & Co., LLC$155.8M152026-06-30
Bleakley Financial Group, LLC$155.3M1242026-06-30
Massmutual Private Wealth & Trust, Fsb$144.4M02026-06-30
Alberta Investment Management Corp$143M02026-06-30
Invictus Private Wealth, LLC$142.1M22026-06-30
Northern Trust Corp$141.6M02026-06-30
Kestra Advisory Services, LLC$139.4M1,4792026-06-30
Chicago Partners Investment Group LLC$136.8M572026-06-30
Merit Financial Group, LLC$136.1M2952026-06-30
Catalyst Capital Advisors LLC$135.2M72026-06-30
Millburn Ridgefield LLC$135.2M02026-06-30
Cullen/frost Bankers, Inc.$133.6M02026-06-30
MML Investors Services, LLC$128M5,1202026-06-30
Waverly Advisors, LLC$124.1M2312026-06-30
Financial Synergies Wealth Advisors, Inc.$123.1M172026-06-30
Equitable Holdings, Inc.$120.3M02026-06-30
First Command Advisory Services$119.4M1,0122026-06-30
Captrust Financial Advisors$114.1M9622026-06-30
Bcv Asset Management Inc.$113.2M02026-06-30
National Philanthropic Trust$112.8M02026-06-30
Aviva PLC$111.2M02026-06-30
Intact Investment Management Inc.$110.8M02026-06-30
Newedge Advisors$109.8M6012026-06-30
Agf Management Ltd$109.6M02026-06-30
Guardian Capital LP$108.6M02026-06-30
Aqr Capital Management LLC$107.1M12026-06-30
Cresset Asset Management, LLC$104.6M2122026-06-30
Central Trust Co$100.7M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$100.3M02026-06-30
Pine Ridge Advisers LLC$98.7M02026-06-30
&partners$97.7M5552026-06-30
Nadler Financial Group, Inc.$97.7M162026-06-30
Country Trust Bank$96.5M02026-06-30
Mercer Global Advisors Inc /adv$96.2M02026-06-30
Franklin Resources Inc$95.7M02026-06-30
Nuveen, LLC$95.4M02026-06-30
Assetmark, Inc$90.8M2202026-06-30
Two Sigma Investments, LP$90.4M02026-06-30
Davenport & Co LLC$88.4M3392026-06-30
Arax Advisory Partners$87.3M2322026-06-30
Axxcess Wealth Management, LLC$87.1M382026-06-30
Alliancebernstein LP$86.4M5172026-06-30
Trustmark Bank Trust Department$86.4M02026-06-30
Glenmede Trust Co NA$85.4M62026-06-30
Cbiz Investment Advisory Services, LLC$85.4M892026-06-30
Associated Banc-Corp$85.3M02026-06-30
Silveroak Wealth Management LLC$84.7M72026-06-30
Pittenger & Anderson Inc$84.2M142026-06-30
Integrated Wealth Concepts LLC$82.3M4802026-06-30
Capital Asset Advisory Services LLC$81.8M692026-06-30
Hillsdale Investment Management Inc.$81.3M02026-06-30
Schneider Downs Wealth Management Advisors, LP$80.9M222026-06-30
American Century Companies Inc$79.9M02026-06-30
Scheer, Rowlett & Associates Investment Management Ltd.$78.9M02026-06-30
Bank of Nova Scotia Trust Co$78.8M02026-06-30
Apg Asset Management N.V.$78.6M02026-06-30
Pds Planning, Inc$78.3M102026-06-30
Zurcher Kantonalbank (zurich Cantonalbank)$76.1M02026-06-30
Avior Wealth Management, LLC$75.9M692026-06-30
Performa Ltd (US), LLC$75.8M02026-06-30
Korea Investment Corp$72.3M02026-06-30
State of Tennessee, Department of Treasury$71.4M02026-06-30
Steward Partners Investment Advisory, LLC$70.5M4812026-06-30
Focus Partners Wealth$68.9M1,0482026-06-30
Amg National Trust Bank$68.7M02026-06-30
Sanctuary Advisors, LLC$68.3M4012026-06-30
Citizens Financial Group Inc/ri$67.2M02026-06-30
Zurich Insurance Group Ltd/fi$64.9M02026-06-30
Pictet Asset Management Holding SA$64.1M02026-06-30
Delaney Capital Management Ltd.$63.6M02026-06-30
Venture Visionary Partners LLC$63.3M312026-06-30
Vanguard Investments Australia, Ltd.$62.1M02026-06-30
Leavell Investment Management, Inc.$61.1M252026-06-30
Connecticut Wealth Management, LLC$59.7M502026-06-30
Pinnacle Financial Partners, Inc.$58.3M02026-06-30
Comerica Bank$58M02025-12-31
Riverpoint Wealth Management Holdings, LLC$57.3M42026-06-30
Northwest Quadrant Wealth Management, LLC$56.6M22026-06-30
First Manhattan Co. Llc.$56.3M662026-06-30
Wealth Enhancement Advisory Services, LLC$56.1M1,0262026-06-30
New York Life Investment Management LLC$55.5M892026-06-30
Nicolet Bankshares Inc$55.4M02026-06-30
Private Advisor Group, LLC$55.1M9272026-06-30
Founders Financial Securities LLC$55.1M1172026-06-30
Center for Financial Planning Inc$54.6M172026-06-30
Horizon Investments, LLC$54.5M272026-06-30
Bear Mountain Capital, Inc.$54.1M92026-06-30
Citigroup Inc$53.7M02026-06-30
Guardian Partners Inc.$53.7M62026-06-30
Russell Investments Group, Ltd.$53.5M02026-06-30
Purpose Unlimited Inc.$52.9M02026-06-30
Wesbanco Investment Department$52.8M12026-06-30
Cutler Investment Counsel LLC$52.7M212026-06-30
Cidel Asset Management Inc$51.9M02026-06-30
Lido Advisors, LLC$51.6M3202026-06-30
Farther Finance Advisors, LLC$51.5M3342026-06-30
Mai Capital Management$51.3M3082026-06-30
Susquehanna Fundamental Investments, LLC$50.8M02026-06-30
Blb&b Advisors, LLC$50.8M202026-06-30
New Hampshire Trust$50.4M02026-06-30
Tcv Trust & Wealth Management, Inc.$50M02026-06-30
Heartwood Wealth Advisors LLC$49.9M02026-06-30
Ballast, Inc.$49.7M82026-06-30
Oppenheimer Asset Management$49M52026-06-30
New Edge Wealth$48.8M1512026-06-30
Arkansas Financial Group, Inc.$48.6M52026-06-30
Savant Wealth Management$48.2M4052026-06-30
Fi3 Financial Advisors, LLC$47.9M92026-06-30
Stephens Inc /ar$47.5M2432026-06-30
Pathway Financial Advisors LLC$47.5M62026-06-30
Vestmark Advisory Solutions, Inc.$47.3M82026-06-30
Summit Financial, LLC$47.3M2292026-06-30
Wealthquest Corporation$47.1M162026-06-30
Bok Financial Private Wealth, Inc.$47M272026-06-30
Perkins Coie Trust Co$46.1M02026-06-30
Blair William & Co/il$46M3292026-06-30
Capital Wealth Planning, LLC$45.6M92026-06-30
Brown Advisory Inc$45.1M02026-06-30
Fidato Wealth LLC$44.9M72026-06-30
Dt Investment Partners, LLC$44.9M82026-06-30
Ashton Thomas Private Wealth, LLC$43.3M962026-06-30
State of Wisconsin Investment Board$42.7M02026-06-30
Quantinno Capital Management LP$42.7M02026-06-30
Apella Capital, LLC$42.6M1042026-06-30
Ifc Advisors LLC$42.5M92026-06-30
SP Asset Management LLC$42.3M32026-06-30
Value Partners Investments Inc.$42.3M02026-06-30
Pinnacle Financial Partners Inc$42.2M02025-09-30
Marquette Wealth Management$41.9M22026-06-30
Shufro Rose & Co LLC$41.6M122026-06-30
Gentrust, LLC$40.6M222026-06-30
Fulcrum Capital LLC$40.3M72026-06-30
Mitchell McLeod Pugh & Williams Inc$40.2M102026-06-30
William Mack & Associates Inc$40M152026-06-30
Conrad Siegel Investment Advisors$39.7M242026-06-30
Tl Private Wealth$39.4M42026-06-30
Hb Wealth Management, LLC$39M1692026-06-30
Neuberger Berman Group LLC$38.9M02026-06-30
First Trust Advisors LP$38.3M6072026-06-30
Bouchey Financial Group, Ltd.$38.2M112026-06-30
American Trust$38M02026-06-30
Huntington National Bank$38M02026-06-30
D.A. Davidson & Co.$37.8M6892026-06-30
Ameritas Advisory Services, LLC$37.5M5502026-06-30
TD Private Client Wealth LLC$37.2M5352026-06-30
Wealthspire Retirement, LLC$36.9M1462026-06-30
Candriam Sca.$36.9M02026-06-30
Cary Street Partners Financial LLC$36.4M02026-06-30
Consolidated Portfolio Review Corp$36.2M672026-06-30
Intech$36.2M12026-06-30
Enclave Advisors, LLC$36.1M32026-06-30
Bokf, NA$35.7M02026-06-30
Elevation Point Wealth Partners, LLC$35.7M562026-06-30
Eagle Strategies LLC$35.6M2,4962026-06-30
Blankinship & Foster, LLC$35.5M102026-06-30
Investment Management Corp of Ontario$35.3M02026-06-30
Trb Wealth Management, LLC$35.1M122026-06-30
Cranbrook Wealth Management, LLC$35M52026-06-30
St Germain D J Co Inc$34.7M02026-06-30

The 250 largest of 2,867 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30