VO · VANGUARD MID-CAP INDEX FUND · Holdings ETF

$80.93 -0.47 (-0.58%)

Volume · Oct 22 2.79M Avg daily vol (3M) 2.42M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 766

Total Value: $4,394,310,055

Total Shares: 56,035,685

Showing 1–100 of 767 holdings by value · page 1 of 8

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 766 13F filers · Δ vs Jun 30, 2026

Top Holder

7.7%

−4.1 pts

Top 5

18.9%

−22.3 pts

Top 10

26.7%

−29.0 pts

HHI

136

Broadly held−315

Who Holds VO

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 2,497 filers, like-for-like change -3.0%; actively managed books -2.7%; index-like books -6.7%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	30.9%	1,775	-11.4%	111	42
Exempt adviser	0.0%	2	-75.2%	0	1
Adviser	1.8%	13	-5.7%	1	0
Bank	33.1%	52	+0.9%	1	0
Insurer	0.0%	2	-66.2%	0	1
Broker-dealer	1.5%	1	+0.4%	0	0
Benefit plan	0.0%	2	+12.9%	1	0
Non-US	0.2%	5	-1.9%	0	0
Holding company	5.2%	10	+5.7%	1	0
Unknown	27.2%	635	+2.2%	41	23

Style	Share	Filers	Change	New	Exited
Index-like	5.0%	12	-6.7%	1	0
Systematic-like	0.0%	7	+24.1%	1	0
Concentrated	26.9%	1,243	-9.9%	83	39
Diversified active	68.1%	1,232	+0.4%	71	26
Unknown	0.0%	1	-93.3%	0	2
Not measured	0.0%	2	+2.4%	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	88.5%	1,838	-3.7%	84	36
Medium turnover	8.4%	335	+4.3%	37	19
High turnover	0.1%	25	-1.8%	6	1
Unknown	2.9%	297	-0.9%	29	11
Not measured	0.0%	2	+2.4%	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.9%	284	-0.2%	31	12
Medium horizon	7.9%	661	+2.7%	42	26
Long horizon	88.9%	1,507	-3.4%	76	27
Unknown	0.4%	43	-16.5%	7	2
Not measured	0.0%	2	+2.4%	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	8.7%	1,669	-1.6%	121	55
$1B to $10B	12.2%	664	-7.2%	29	11
$10B to $100B	18.0%	118	-12.1%	4	1
$100B or more	61.1%	44	+0.8%	2	0
Not measured	0.0%	2	+2.4%	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	29.2%	1,626	-9.9%	100	33
Pooled investment vehicles	0.0%	9	+26.0%	3	1
Registered funds and BDCs	0.4%	16	-13.8%	1	1
Pension and profit sharing plans	0.5%	27	-26.7%	0	1
Insurance companies	0.1%	6	-5.5%	0	0
Charitable organizations	0.0%	11	+41.9%	1	0
Governments and sovereign funds	0.1%	4	+1.5%	0	1
Banks and thrifts	0.0%	2	+0.7%	0	0
Corporations	0.0%	4	-1.1%	1	1
Other investment advisers	0.1%	14	+35.5%	1	0
Other	0.1%	5	-16.5%	0	0
Diversified	0.4%	48	-56.7%	4	4
Unknown	69.1%	725	+1.4%	45	25

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.6%	67	+6.0%	5	2
Private equity funds	5.8%	58	+0.7%	4	4
Venture capital funds	0.1%	9	+1.7%	1	1
Real estate funds	0.6%	19	+16.0%	2	1
Securitized asset funds	0.1%	3	-81.3%	0	0
Other private funds	2.6%	58	-13.3%	5	2
Mixed private funds	0.2%	14	-2.9%	2	0
Private funds, type not stated	0.2%	16	-6.2%	0	1
No private funds	20.8%	1,532	-13.2%	92	32
Unknown	69.1%	721	+1.4%	45	24

Location	Share	Filers	Change	New	Exited
United States	92.1%	2,466	-3.4%	156	64
Outside the US	7.9%	31	+2.3%	0	3

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 37 holders with no observed 2026-03-31 13F and 35 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

2,495 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

1,848

74.1% of filers hold it in their top 10

Mar 31, 2026: 820

Holders above 5%

117

median weight 0.223%

Mar 31, 2026: 7

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

55.7%

of 13F shares, Herfindahl 0.045

Active holders

-2.8%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 23.0 quarters

Under 1 year 3.61% 1 to 3 years 9.02% 3 years or more 87.4% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Fund Ownership of VO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	33,416	2
Active funds	0	0
Unclassified	0	0
All registered funds	33,416	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

348

Decreased

256

Sold Out

Unchanged

132

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -1,734

Institutional value: -94.2%

Shares held: -94.0%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Mason & Associates, LLC	+325,024	645,792
Mid Border to Coast Pensions Partnership Ltd	+255,674	4,328,422
Large DAVENPORT & Co LLC	+231,960	1,326,679
Small Pathway Financial Advisors LLC	+188,490	778,588
Mid Sowell Financial Services LLC	+127,588	252,060

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid AXXCESS WEALTH MANAGEMENT, LLC	−1,028,874	52,044
Mid SigFig Wealth Management, LLC	−811,551	1,699,485
Mid MassMutual Private Wealth & Trust, FSB	−118,782	1,672,725
Mid Apella Capital, LLC	−111,133	414,707
Large ASSETMARK, INC	−92,684	1,026,494

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Financial & Tax Architects, LLC	73,988	$5,802,138
Micro Mann Financial Group, Inc.	9,875	$774,397
Mid Signal Advisors Wealth, LLC	8,958	$702,486
Small Advisory Solutions Group, LLC	7,603	$596,227
Small MLG Wealth Management DBA Pine Grove Financial Group	6,040	$473,656

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small MFA WEALTH ADVISORS, LLC	73,861	$5,950,980
Small Kraft, Davis & Associates, LLC	23,413	$1,886,385
Small Ardent Capital Management, Inc.	13,480	$1,086,083
Mid Y-Intercept (Hong Kong) Ltd	8,036	$647,460
Small Center For Asset Management LLC	5,770	$464,888

Filter: New 23 Increased 348 Reduced 256 Sold out 17 Unchanged 132

Holder type: Registered adviser 520 Adviser 2 Bank 7 Benefit plan 1 Unknown 236

Showing 100 of 767

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Border to Coast Pensions Partnership Ltd VO

$339,434,853

7.72%

4,328,422

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	4,328,422	$339,434,853	100.0%	Sole

SigFig Wealth Management, LLC VO

$133,273,613

3.03%

1,699,485

MassMutual Private Wealth & Trust, FSB VO

$131,175,094

2.99%

1,672,725

Financial Synergies Wealth Advisors, Inc. VO

$122,017,128

2.78%

1,555,944

DAVENPORT & Co LLC VO

$104,038,167

2.37%

1,326,679

ASSETMARK, INC VO

$80,497,659

1.83%

1,026,494

Avior Wealth Management, LLC VO

$79,426,363

1.81%

1,012,833

Venture Visionary Partners LLC VO

$61,942,938

1.41%

789,887

Pathway Financial Advisors LLC VO

$61,056,870

1.39%

778,588

CX Institutional VO

$59,887,864

1.36%

763,681

Connecticut Wealth Management, LLC VO

$55,277,473

1.26%

704,890

Mason & Associates, LLC VO

$50,643,008

1.15%

645,792

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GeoWealth Management, LLC	645,792	$50,643,008	100.0%	Sole

Farther Finance Advisors, LLC VO

$50,461,858

1.15%

643,482

Ballast, Inc. VO

$50,092,500

1.14%

638,772

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VO

$48,684,469

1.11%

620,817

Heartwood Wealth Advisors LLC VO

$48,542,999

1.10%

619,013

New Hampshire Trust VO

$48,235,043

1.10%

615,086

TCV Trust & Wealth Management, Inc. VO

$47,903,013

1.09%

610,852

Perkins Coie Trust Co VO

$44,747,471

1.02%

570,613

Fidato Wealth LLC VO

$44,189,277

1.01%

563,495

Marquette Asset Management, LLC VO

$41,022,207

0.93%

523,109

Fulcrum Capital LLC VO

$39,563,517

0.90%

504,508

TL Private Wealth VO

$38,639,180

0.88%

492,721

Conrad Siegel Investment Advisors, Inc. VO

$38,052,442

0.87%

485,239

Eagle Strategies LLC VO

$36,287,835

0.83%

462,737

Enclave Advisors LLC VO

$34,978,848

0.80%

446,045

Blankinship & Foster, LLC VO

$34,363,330

0.78%

438,196

Apella Capital, LLC VO

$32,521,322

0.74%

414,707

Procyon Advisors, LLC VO

$31,574,401

0.72%

402,632

SEARCY FINANCIAL SERVICES INC /ADV VO

$30,676,806

0.70%

391,186

Trust Co of the South VO

$29,590,924

0.67%

377,339

Concurrent Investment Advisors, LLC VO

$28,058,361

0.64%

357,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	544	$42,660	0.2%	Sole
Held directly	357,252	$28,015,701	99.8%	Sole

Advantage Trust Co VO

$27,943,712

0.64%

356,334

Pacific Center for Financial Services VO

$27,388,420

0.62%

349,253

Copper Harbor Investment Advisors, LLC VO

$26,484,237

0.60%

337,723

PHILLIPS FINANCIAL MANAGEMENT, LLC VO

$23,910,022

0.54%

304,897

AdvisorNet Financial, Inc VO

$22,697,571

0.52%

289,436

SALEM INVESTMENT COUNSELORS INC VO

$22,416,984

0.51%

285,858

Twele Capital Management, Inc. VO

$22,411,730

0.51%

285,791

Veracity Capital LLC VO

$21,687,992

0.49%

276,562

Seven Bridges Advisors LLC VO

$21,205,944

0.48%

270,415

FIDELIS iM, LLC VO

$20,828,116

0.47%

265,597

Carnegie Investment Counsel VO

$20,486,989

0.47%

261,247

SOUTHERN MICHIGAN BANK & TRUST VO

$20,415,941

0.46%

260,341

Sowell Financial Services LLC VO

$19,766,545

0.45%

252,060

Wedmont Private Capital VO

$19,584,297

0.45%

249,736

CoreCap Advisors, LLC VO

$19,217,605

0.44%

245,060

RTD Financial Advisors, Inc. VO

$19,199,490

0.44%

244,829

Single Point Partners, LLC VO

$19,160,201

0.44%

244,328

Praetorian Wealth Management, Inc. VO

$18,534,959

0.42%

236,355

Crane Advisory, LLC VO

$18,496,298

0.42%

235,862

EnRich Financial Partners LLC VO

$18,328,792

0.42%

233,726

Wealthcare Advisory Partners LLC VO

$18,095,415

0.41%

230,750

Towerpoint Wealth, LLC VO

$17,525,301

0.40%

223,480

Fortitude Family Office, LLC VO

$17,469,780

0.40%

222,772

MBM WEALTH CONSULTANTS, LLC VO

$17,436,451

0.40%

222,347

TriaGen Wealth Management LLC VO

$17,180,488

0.39%

219,083

jvl associates llc VO

$16,619,393

0.38%

211,928

Financial Futures Ltd Liability Co. VO

$16,314,575

0.37%

208,041

Freedom Financial Partners LLC VO

$16,313,398

0.37%

208,026

SAPIENT CAPITAL LLC VO

$16,306,027

0.37%

207,932

Roof Eidam Maycock Peralta, LLC VO

$16,187,534

0.37%

206,421

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. VO

$16,061,984

0.37%

204,820

Scott Capital Advisors, LLC VO

$16,041,359

0.37%

204,557

FORTRESS FINANCIAL GROUP, LLC VO

$15,943,334

0.36%

203,307

Wheelhouse Advisory Group LLC VO

$15,931,415

0.36%

203,155

PINNACLE ASSOCIATES LTD VO

$14,838,083

0.34%

189,213

Pearl Planning LLC VO

$14,751,507

0.34%

188,109

Avidian Wealth Enterprises, LLC VO

$14,527,305

0.33%

185,250

Acropolis Investment Management, LLC VO

$14,389,285

0.33%

183,490

GILL CAPITAL PARTNERS, LLC VO

$14,198,725

0.32%

181,060

Ironsides Asset Advisors, LLC VO

$13,776,825

0.31%

175,680

SFM, LLC VO

$13,716,912

0.31%

174,916

DIVERSIFY WEALTH MANAGEMENT, LLC VO

$13,524,077

0.31%

172,457

Diversify Advisory Services, LLC VO

$13,524,077

0.31%

172,457

Beirne Wealth Consulting Services, LLC VO

$13,352,181

0.30%

170,265

Alliance Wealth Advisors, LLC VO

$13,276,427

0.30%

169,299

Koenig Investment Advisory, LLC VO

$12,797,830

0.29%

163,196

Forvis Mazars Wealth Advisors, LLC VO

$12,698,707

0.29%

161,932

PETREDIS INVESTMENT ADVISORS LLC VO

$12,658,085

0.29%

161,414

BAILARD, INC. VO

$12,492,384

0.28%

159,301

May Barnhard Investments LLC VO

$12,415,924

0.28%

158,326

Horizons Wealth Management VO

$12,307,313

0.28%

156,941

TITLEIST ASSET MANAGEMENT, LLC VO

$11,834,519

0.27%

150,912

Capital Planning LLC VO

$11,697,597

0.27%

149,166

Beacon Financial Strategies CORP VO

$11,562,636

0.26%

147,445

Atria Investments, Inc VO

$11,257,661

0.26%

143,556

Legacy Wealth Partners, LLC VO

$11,233,116

0.26%

143,243

Uptown Financial Advisors LLC VO

$11,162,302

0.25%

142,340

Maia Wealth LLC VO

$11,021,774

0.25%

140,548

KFA Private Wealth Group, LLC VO

$11,002,718

0.25%

140,305

McClarren Financial Advisors, Inc. VO

$10,986,563

0.25%

140,099

Bank of New Hampshire VO

$10,868,463

0.25%

138,593

Addis & Hill, Inc VO

$10,865,012

0.25%

138,549

Chesley Taft & Associates LLC VO

$10,854,189

0.25%

138,411

Adelphi Trust Co VO

$10,773,417

0.25%

137,381

Silverleafe Capital Partners, LLC VO

$10,649,828

0.24%

135,805

Envision Financial LLC VO

$10,607,481

0.24%

135,265

CANANDAIGUA NATIONAL BANK & TRUST CO VO

$10,606,853

0.24%

135,257

ELEVATION WEALTH PARTNERS, LLC VO

$10,492,125

0.24%

133,794

Showing the top 100 of 767 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.