VOT institutional holders

Vanguard Morningstar Mid-Cap Growth ETF · 1,149 reporting institutions · $12B reported value

Funds that can replace VOT · VOT return decomposition

Institutional holdings

Institutions reporting VOT, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$939.5M23,1852026-06-30
Assetmark, Inc$658.7M2202026-06-30
Bank of America Corp /de$649.6M02026-06-30
Ep Wealth Advisors, LLC$536.9M3382026-06-30
Wells Fargo & Company/mn$504.4M02026-06-30
Royal Bank of Canada$366.2M02026-06-30
UBS Group AG$355.4M02026-06-30
PNC Financial Services Group, Inc.$338.2M02026-06-30
Truepoint, Inc.$334.9M402026-06-30
Jones Financial Companies LLLP$328.7M02026-06-30
Missionsquare Investments$319.4M02026-06-30
Lpl Financial LLC$280.3M23,4582026-06-30
Northwestern Mutual Wealth Management Co$277.4M02026-06-30
Moneta Group Investment Advisors LLC$231.8M2562026-06-30
Envestnet Pmc$222.9M602026-06-30
Stephens Group Asset Management, LLC$204.1M32026-06-30
Raymond James Financial Inc$173M02026-06-30
Stifel Financial Corp$159.1M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$152.3M1,7212026-06-30
Ameriprise Financial Inc$108.2M02026-06-30
Rockefeller Capital Management LP$100.7M3462026-06-30
Busey Bank$87.6M02026-06-30
Commonwealth Equity Services, LLC$84.3M2,8632026-06-30
Truist Financial Corp$78.6M02026-06-30
Fmr LLC$74.5M02026-06-30
Bnp Paribas Financial Markets$72.6M02026-06-30
Waverly Advisors, LLC$72.4M2312026-06-30
McAdam LLC$72.2M1352026-06-30
Avior Wealth Management, LLC$70.2M692026-06-30
CIBC Bancorp USA Inc.$69.2M02026-06-30
Orgel Wealth Management, LLC$66.3M312026-06-30
Everhart Financial Group, Inc.$66.2M362026-06-30
Cetera Investment Advisers$64.7M10,3702026-06-30
Osaic Holdings, Inc.$64M02026-06-30
US Bancorp$62.7M02026-06-30
Equitable Holdings, Inc.$55.8M02026-06-30
MML Investors Services, LLC$54.8M5,1202026-06-30
Wellington Management Group LLP$54.1M02026-06-30
Mariner, LLC$52.5M02026-06-30
Farther Finance Advisors, LLC$52.2M3342026-06-30
1832 Asset Management LP$51.2M02026-06-30
Creative Planning$50.5M1,1712026-06-30
Kestra Advisory Services, LLC$49.7M1,4792026-06-30
Jpmorgan Chase & Co$49.5M02026-06-30
CIBC Private Wealth Group LLC$48.6M02025-12-31
Trust Co$48.5M02026-06-30
Keen Wealth Advisors$45.5M222026-06-30
Newedge Advisors$45.2M6012026-06-30
Benjamin Edwards Inc$41.4M02026-06-30
Cary Street Partners Financial LLC$38.9M02026-06-30
Bragg Financial Advisors Inc$36M152026-06-30
Hightower Advisors, LLC$36M1,0462026-06-30
Rodgers & Associates, Ltd$32.5M122026-06-30
Presilium Private Wealth, LLC$32M52026-06-30
Cassaday & Co Wealth Management LLC$31.8M472026-06-30
Cwm, LLC$31.1M6672026-03-31
Bhk Investment Advisors, LLC$30.3M52026-06-30
Adventist Health System/ West$29.6M02026-06-30
Wilmington Savings Fund Society, Fsb$29.3M02026-06-30
Beacon Pointe Advisors, LLC$28.7M4662026-06-30
Axiom Financial Strategies, LLC$28.1M02026-06-30
Associated Banc-Corp$28M02026-06-30
&partners$27.7M5552026-06-30
Black Diamond Financial, LLC$27.7M122026-06-30
Aire Advisors, LLC$27.5M122026-06-30
Bryn Mawr Trust Advisors, LLC$26.6M552026-06-30
Wealth Enhancement Advisory Services, LLC$26.5M1,0262026-06-30
Inspirion Wealth Advisors, LLC$26.4M102026-06-30
Praetorian Wealth Management, Inc.$26.1M72026-06-30
Fifth Third Bancorp$26M02026-06-30
Mai Capital Management$24.6M3082026-06-30
Dakota Wealth Management$24.3M02026-06-30
Corient Private Wealth LP$24.1M6742026-06-30
Copper Harbor Investment Advisors, LLC$21.7M52026-06-30
Robertson Stephens Wealth Management, LLC$21.5M722026-06-30
Condor Capital Management$19.6M172026-06-30
Baird Financial Group, Inc.$19.6M02026-06-30
Hrc Wealth Management, LLC$19.6M72026-06-30
Pinnacle Financial Partners, Inc.$19.5M02026-06-30
Marion Wealth Management$19.2M52026-06-30
Strategic Investment Advisors / Mi$18.6M02026-06-30
Wealthspire Advisors, LLC$17.8M2372026-06-30
Glenview Trust Co$17.7M02026-06-30
Steward Partners Investment Advisory, LLC$17.6M4812026-06-30
Captrust Financial Advisors$17.5M9622026-06-30
Cerity Partners LLC$17.4M7772026-06-30
Independent Financial Group, LLC$17.3M4812026-06-30
Synovus Financial Corp$17M02025-09-30
Provident Wealth Management, LLC$16.8M52026-06-30
Clayton Financial Group LLC$16.6M32026-06-30
Blair William & Co/il$16.4M3292026-06-30
Commerce Bank$16.2M02026-06-30
Advisory Alpha, LLC$16.1M662026-06-30
Payne Capital Management, LLC$15.9M72026-06-30
Arvest Investments, Inc.$15.3M2042026-06-30
Roberts Financial Services LLC$15.1M02026-06-30
Old National Bancorp /in$14.8M02026-06-30
Northstar Asset Management LLC /NJ$14.6M82026-06-30
First Horizon Corp$14.6M02026-06-30
Opes Wealth Management LLC$14.5M02026-03-31
Sound Income Strategies, LLC$14.4M1182026-06-30
Ghp Investment Advisors Inc$14.2M272026-06-30
Compton Wealth Advisory Group, LLC$14.1M32026-06-30
Midwest Trust Co$13.8M02026-06-30
Avantax Planning Partners, Inc.$13.6M102026-06-30
Meramec Financial Planners, LLC$13.6M72026-06-30
Davis Investment Partners, LLC$13.6M22026-06-30
Inspire Trust Co, N.A.$13.3M02026-06-30
Wolff Financial Management LLC$13.3M42026-06-30
Belpointe Asset Management LLC$13.3M1702026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$13.1M02026-06-30
Bokf, NA$13.1M02026-06-30
Regimen Wealth, LLC$12.9M52026-06-30
Private Advisor Group, LLC$12.9M9272026-06-30
New Edge Wealth$12.8M1512026-06-30
Eagle Strategies LLC$12.7M2,4962026-06-30
D.A. Davidson & Co.$12.5M6892026-06-30
Fusion Capital, LLC$12.3M42026-06-30
Marietta Wealth Management, LLC$12.3M82026-06-30
Gladwyn Financial Advisors, Inc.$12.2M22026-06-30
Focus Partners Wealth$11.9M1,0482026-06-30
Advisors Capital Management, LLC$11.7M592026-06-30
Sage Financial Group Inc$11.6M202026-06-30
Greenup Street Wealth Management LLC$11.2M202026-06-30
Rtd Financial Advisors, Inc.$11.2M202026-06-30
Bare Financial Services, Inc$10.5M102026-06-30
Prosperity Planning, Inc.$10.5M112026-06-30
Kestra Private Wealth Services, LLC$10.5M2062026-06-30
Lmcg Investments, LLC$10.3M72026-06-30
Goldman Sachs Group Inc$10.2M02026-06-30
Comerica Bank$10.1M02025-12-31
Connecticut Wealth Management, LLC$10M502026-06-30
Nfsg Corp$9.9M752026-06-30
Sanctuary Advisors, LLC$9.8M4012026-06-30
Leavell Investment Management, Inc.$9.4M252026-06-30
Harbor Investment Advisory, LLC$9.4M312026-06-30
First American Trust, Fsb$9.4M02026-06-30
Hapanowicz Financial$9.4M62026-06-30
Mercer Global Advisors Inc /adv$9.1M02026-06-30
Ally Invest Advisors$9.1M822026-06-30
Junk Investment Group, LLC$9M22026-06-30
Allworth Financial, LP$8.9M3172026-06-30
Savant Wealth Management$8.9M4052026-06-30
Stephens Inc /ar$8.9M2432026-06-30
Pittenger & Anderson Inc$8.8M142026-06-30
Concurrent Investment Advisors, LLC$8.8M3492026-06-30
Regal Investment Advisors LLC$8.8M1172026-06-30
Rwa Wealth Partners, LLC$8.8M722026-06-30
Arax Advisory Partners$8.6M2322026-06-30
Caisse de Depot Et Placement Du Quebec$8.5M02026-06-30
Mma Asset Management LLC$8.4M202026-06-30
360 Financial$8.3M102026-06-30
Kingsview Wealth Management, LLC$8.3M1152026-06-30
Aqr Capital Management LLC$8.2M12026-06-30
The Ascent Group, LLC$7.9M202026-06-30
Northern Trust Corp$7.9M02026-06-30
Tidal Investments LLC$7.9M02026-06-30
Yale Capital Corp.$7.8M52026-06-30
Swan Capital LLC$7.8M62026-06-30
Brown Advisory Inc$7.7M02026-06-30
Massmutual Private Wealth & Trust, Fsb$7.6M02026-06-30
Bank of Montreal /can$7.6M02026-06-30
Jmg Financial Group, Ltd.$7.5M482026-06-30
Checchi Capital Advisers, LLC$7.5M82026-06-30
Eclectic Associates Inc /adv$7.5M112026-06-30
Aufman Associates Inc$7.5M32026-06-30
Highland Capital Management, LLC$7.4M122026-06-30
Transamerica Financial Advisors, LLC$7.4M1,0972026-06-30
Bleakley Financial Group, LLC$7.3M1242026-06-30
Operose Advisors LLC$7.2M142026-06-30
Kieckhefer Group LLC$7.2M22026-06-30
Cranbrook Wealth Management, LLC$7.2M52026-06-30
Zeit Capital LLC$7M12026-06-30
Sharp Financial$7M62026-06-30
Genesis Private Wealth, LLC$7M62026-06-30
Hfg Advisors, Inc.$6.9M02026-06-30
Hb Wealth Management, LLC$6.9M1692026-06-30
Ivc Wealth Advisors LLC$6.9M62026-06-30
Integrity Alliance, Llc.$6.8M3532026-06-30
Mosaic Family Wealth Partners, LLC$6.8M192026-06-30
Perigon Wealth Management, LLC$6.8M922026-06-30
Planning Directions Inc$6.8M62026-06-30
Aprio Wealth Management, LLC$6.7M362026-06-30
First United Bank & Trust$6.6M02026-06-30
Ifp Advisors, Inc$6.5M3182026-06-30
Merit Financial Group, LLC$6.5M2952026-06-30
Arch Global Advisors, LLC$6.5M62026-06-30
Ashton Thomas Private Wealth, LLC$6.5M962026-06-30
Integrated Wealth Concepts LLC$6.2M4802026-06-30
Councilor Wealth, LLC$6.1M102026-06-30
Trustmark Bank Trust Department$6.1M02026-06-30
Asset Management Group, Inc.$6.1M22026-06-30
Vestmark Advisory Solutions, Inc.$6M82026-06-30
Central Trust Co$6M02026-06-30
Wealth Enhancement Trust Services, Inc.$5.9M02026-06-30
Fifth Third Securities, Inc.$5.9M1,0142026-06-30
Baltimore-Washington Financial Advisors, Inc.$5.8M132026-06-30
Nwam LLC$5.8M622026-06-30
Waterford Advisors, LLC$5.7M72026-06-30
The Tenret Company, LLC$5.6M12026-03-31
Quantinno Capital Management LP$5.5M02026-06-30
Mutual Advisors, LLC$5.5M1532026-06-30
Ausdal Financial Partners, Inc.$5.5M1892026-06-30
Citizens Financial Group Inc/ri$5.4M02026-06-30
Marble Trail Advisors$5.4M42026-06-30
Prosperity - An Eisneramper Company$5.4M652026-06-30
Baring Financial LLC$5.4M22026-06-30
Moneco Advisors, LLC$5.4M502026-06-30
Soa Wealth Advisors, Llc.$5.3M102026-06-30
Summit Financial, LLC$5.2M2292026-06-30
Titleist Asset Management, LLC$5.1M432026-06-30
Mather Group, Llc.$5.1M1102026-06-30
The Caprock Group, LLC$5M512026-06-30
Linscomb Wealth, Inc.$5M212026-06-30
Pathstone Holdings, LLC$5M02026-06-30
Goepper Burkhardt LLC$5M32026-06-30
Brighton Jones LLC$4.9M1592026-06-30
Edelman Financial Engines$4.9M7222026-06-30
Talon Private Wealth, LLC$4.9M02026-03-31
Sagace Wealth Management LLC$4.8M72026-06-30
Nicolet Bankshares Inc$4.8M02026-06-30
Keel Point, LLC$4.7M492026-06-30
Harbour Investments, Inc.$4.6M2472026-06-30
TIAA Trust, National Association$4.6M02026-06-30
Great Valley Advisor Group, LLC$4.6M2052026-06-30
Atria Investments, Inc$4.5M62026-06-30
Lifeplan Investment Advisors, Inc.$4.5M42026-06-30
Wealthcare Advisory Partners LLC$4.5M1702026-06-30
Ifrah Financial Services, Inc.$4.4M92026-06-30
Bravera Wealth$4.4M02026-06-30
Cary Street Partners Investment Advisory LLC$4.4M1222026-06-30
Cohen Klingenstein LLC$4.3M02026-06-30
J.W. Cole Advisors, Inc.$4.2M4992026-06-30
Clark Financial Services Group Inc /bd$4.2M52026-06-30
Focus Partners Advisor Solutions, LLC$4.2M422026-06-30
Midatlantic Capital Management, Inc.$4.2M22026-06-30
White Lighthouse Investment Management Inc.$4.2M62026-06-30
Berman McAleer$4.1M132026-06-30
Peak Retirement Planning, Inc.$4.1M142026-06-30
Citigroup Inc$4.1M02026-06-30
Msh Capital Advisors LLC$4.1M202026-06-30
Allstreet Capital Advisors LLC$4.1M22026-06-30
Pfg Advisors$4M832026-06-30
Wedmont Private Capital$4M122026-06-30
Krilogy$4M642026-06-30
Prospera Financial Services, Inc.$3.8M2702026-06-30
Bank of New York Mellon Corp$3.8M02026-06-30
Renaissance Technologies LLC$3.8M02026-06-30
Founders Grove Wealth Partners, LLC$3.8M22026-06-30
Mustard Seed Wealth Management$3.8M92026-06-30

The 250 largest of 1,149 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