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Who Owns Vanguard Mid-Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Mid-Cap Value ETF.
Who crossed 5% of VOE →Managers holding
73
as of 2026-09-30
Reported value
$661.4M
summed across filings
Shares held
3.4M
Added vs trimmed
29 / 27
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLCMRNGSTR MD CP VA1.2M shadded | $240.1M |
| Everhart Financial Group, Inc.MRNGSTR MD CP VA342K shadded | $66.9M |
| Trust CoETF263.2K shadded | $51.5M |
| INSPIRION WEALTH ADVISORS, LLCMRNGSTR MD CP VA263K shadded | $51.4M |
| KWMG, LLCMRNGSTR MD CP VA224K shadded | $43.8M |
| DIVERSIFIED MANAGEMENT INCMRNGSTR MD CP VA145.7K shadded | $28.5M |
| WoodTrust Financial CorpOTHER138.9K shtrimmed | $27.2M |
| RTD Financial Advisors, Inc.MRNGSTR MD CP VA67.7K shtrimmed | $13.2M |
| Gladwyn Financial Advisors, Inc.MCAP VL IDXVIP60.4K shtrimmed | $11.8M |
| Prosperity Planning, Inc.MRNGSTR MD CP VA45.2K shtrimmed | $8.8M |
| Apella Capital, LLCMRNGSTR MD CP VA43.8K shtrimmed | $8.7M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund40K shtrimmed | $7.8M |
| Councilor Wealth, LLCMRNGSTR MD CP VA38.4K shtrimmed | $7.5M |
| ECLECTIC ASSOCIATES INC /ADVMRNGSTR MD CP VA35.5K shtrimmed | $6.9M |
| Echo45 Advisors LLCMRNGSTR MD CP VA34.3K shadded | $6.7M |
| Taylor & Morgan Wealth Management, LLCMRNGSTR MD CP VA29.8K shtrimmed | $5.8M |
| COLLECTIVE FAMILY OFFICE LLCMCAP VL IDXVIP29K shadded | $5.7M |
| Bangor Savings BankMCAP VL IDXVIP28.9K shtrimmed | $5.7M |
| LifeGoal Investments, LLCMRNGSTR MD CP VA26K sh— | $5.1M |
| Wealth Enhancement Trust Services, Inc.MCAP VL IDXVIP25.6K shtrimmed | $5M |
| Farther Finance Advisors, LLCETF24.9K shtrimmed | $4.9M |
| Sound Income Strategies, LLCMRNGSTR MD CP VA22.8K shadded | $4.6M |
| Baring Financial LLCMCAP VL IDXVIP18.8K shadded | $3.7M |
| Prism Advisors, Inc.SH BEN INT17.5K shtrimmed | $3.5M |
| Wedmont Private CapitalMRNGSTR MD CP VA16.4K shtrimmed | $3.3M |
| PARK NATIONAL CORP /OH/Com13.3K shtrimmed | $2.6M |
| Grove Bank & TrustMCAP VL IDXVIP13.3K shadded | $2.6M |
| VALLEY WEALTH MANAGERS, INC.ETF13.2K shtrimmed | $2.6M |
| Paragon Capital Management LtdMRNGSTR MD CP VA12.1K shadded | $2.4M |
| Pathway Financial Advisors LLCMCAP VL IDXVIP11.9K shheld | $2.3M |
| Friday FinancialMRNGSTR MD CP VA9.6K shadded | $1.9M |
| MJT & Associates Financial Advisory Group, Inc.ETF8.6K shheld | $1.7M |
| Acropolis Investment Management, LLCMRNGSTR MD CP VA7.6K shtrimmed | $1.5M |
| Heartwood Wealth Advisors LLCETF6.8K shheld | $1.3M |
| FC Advisory LLCMCAP VL IDXVIP5.7K shadded | $1.1M |
| Financial Symmetry IncCOM5.5K shadded | $1.1M |
| HF Advisory Group, LLCMRNGSTR MD CP VA4.9K shadded | $951.1K |
| CHAPIN DAVIS, INC.MRNGSTR MD CP VA4.7K shadded | $920.8K |
| Atlas Brown,Inc.ETF4.1K shtrimmed | $792K |
| Cambridge Financial Group, LLCMRNGSTR MD CP VA3.7K shheld | $729.7K |
| Tactive Advisors, LLCMRNGSTR MD CP VA3K shadded | $591K |
| WINEBRENNER CAPITAL MANAGEMENT LLCMRNGSTR MD CP VA2.8K shtrimmed | $540.2K |
| Harpswell Capital Advisors, LLCMRNGSTR MD CP VA2.5K shheld | $488.8K |
| SAPIENT CAPITAL LLCMRNGSTR MD CP VA2.4K shadded | $476.3K |
| Asempa Wealth AdvisorsMRNGSTR MD CP VA2.4K shtrimmed | $473.7K |
| Breakwater Capital GroupMRNGSTR MD CP VA2.3K shtrimmed | $459K |
| CoreCap Advisors, LLCETF2.3K shadded | $443K |
| ELEVATION WEALTH PARTNERS, LLCMRNGSTR MD CP VA2.2K shadded | $429K |
| Intelligence Driven Advisers, LLCMRNGSTR MD CP VA2K shadded | $384.9K |
| LWM ADVISORS INCMRNGSTR MD CP VA1.9K shadded | $377.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLCMCAP VL IDXVIP1.9K shtrimmed | $365.3K |
| ATWOOD & PALMER INCCOM1.8K shheld | $358.1K |
| Venture Visionary Partners LLCMRNGSTR MD CP VA1.8K shadded | $352.4K |
| WALLER FINANCIAL PLANNING GROUP, INCMRNGSTR MD CP VA1.8K shtrimmed | $351.8K |
| Valeo Financial Advisors, LLCETF1.7K shtrimmed | $339.4K |
| GAMMA Investing LLCETF1.6K shadded | $303.3K |
| MKD WEALTH COACHES, LLCMRNGSTR MD CP VA1.5K sh— | $288K |
| Cooper Financial GroupMRNGSTR MD CP VA1.4K shheld | $264.1K |
| Avidian Wealth Enterprises, LLCMRNGSTR MD CP VA1.3K sh— | $255.7K |
| TITLEIST ASSET MANAGEMENT, LLCMRNGSTR MD CP VA1.2K shadded | $227.8K |
| Successful Portfolios LLCMRNGSTR MD CP VA1.1K shheld | $214.5K |
| BOS Asset Management, LLCMRNGSTR MD CP VA1.1K shheld | $210.6K |
| Factor Wealth Management LTDMRNGSTR MD CP VA1K shtrimmed | $203.6K |
| ARMSTRONG ADVISORY GROUP, INCMRNGSTR MD CP VA701 shadded | $137K |
| TOMPKINS FINANCIAL CORPMCAP VL IDXVIP513 shadded | $100.3K |
| Olistico Wealth, LLCETF430 shheld | $84.1K |
| Bullock Wealth Management GroupETF234 shadded | $46.2K |
| Marquette Asset Management, LLCMRNGSTR MD CP VA219 shheld | $42.8K |
| Aventus Investment Advisors, Inc.ETF167 shheld | $32.7K |
| FIRST COMMUNITY TRUST NAMRNGSTR MD CP VA104 shtrimmed | $20.3K |
| TOTH FINANCIAL ADVISORY CORPMRNGSTR MD CP VA41 shtrimmed | $8K |
| GK Wealth Management LLCMRNGSTR MD CP VA18 sh— | $3.5K |
| Central Pacific Bank - Trust DivisionMCAP VL IDXVIP18 shheld | $3.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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