VO · VANGUARD MID-CAP INDEX FUND ETF
$82.28
-0.17 (-0.21%)
At close · Sep 4
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.
Holders: 14
Total Value: $229,165,890
Total Shares: 2,844,308
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 14 13F filers · Δ vs Mar 31, 2026Top Holder
76.7%
+43.8 pts
Top 5
96.1%
−2.0 pts
Top 10
99.5%
−0.5 pts
HHI
6,034
Highly concentrated+3,470
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
3
Decreased
0
Sold Out
4
Unchanged
0
Holder count:
+7
Institutional value:
+3058.5%
Shares held:
+2714.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +30,027 | 35,959 | |
| Small Cornerstone Financial Management LLC | +19,811 | 26,410 | |
| Small TUCKER ASSET MANAGEMENT LLC | +1,067 | 1,471 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,182,308 | $175,828,555 | |
| Small Wellington Grp LLC | 305,255 | $24,594,395 | |
| Mega CITADEL ADVISORS LLC | 113,358 | $9,133,254 | |
| Small NWM ADVISORS, LLC | 97,027 | $7,817,465 | |
| Small Financial Insights, Inc. | 31,180 | $2,512,172 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 33,268 | $2,388,476 | |
| Micro Arbor Wealth Management LLC\AZ | 28,542 | $2,049,172 | |
| Large M&T Bank Corp | 24,825 | $1,782,308 | |
| Small Advus Financial Partners, LLC | 1,490 | $106,974 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VO | $175,828,555 | 76.73% | 2,182,308 | Shares | 2026-08-27 | |
| Small Wellington Grp LLC VO | $24,594,395 | 10.73% | 305,255 | Shares | 2026-08-26 | |
| Small NWM ADVISORS, LLC VO | $7,817,465 | 3.41% | 97,027 | Shares | 2026-08-28 | |
| Mega CITADEL ADVISORS LLC VO | $4,798,588 | 2.09% | 59,558 | Shares | 2026-09-02 | |
| Small Range Advisory, LLC VO | $2,897,216 | 1.26% | 35,959 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VO | $2,691,038 | 1.17% | 33,400 | Call | 2026-09-02 | |
| Small Financial Insights, Inc. VO | $2,512,172 | 1.10% | 31,180 | Shares | 2026-08-25 | |
| Small Cornerstone Financial Management LLC VO | $2,127,853 | 0.93% | 26,410 | Shares | 2026-08-28 | |
| Mega CITADEL ADVISORS LLC VO | $1,643,628 | 0.72% | 20,400 | Put | 2026-09-02 | |
| Small Planning Project LLC VO | $1,469,516 | 0.64% | 18,239 | Shares | 2026-09-01 | |
| Mid Strategic Financial Services, Inc. VO | $1,010,670 | 0.44% | 12,544 | Shares | 2026-08-24 | |
| Mid Parkside Financial Bank & Trust Bank VO | $686,053 | 0.30% | 8,515 | Shares | 2026-09-04 | |
| Small HORAN Wealth, LLC VO | $458,282 | 0.20% | 5,688 | Shares | 2026-08-26 | |
| Small SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co VO | $269,909 | 0.12% | 3,350 | Shares | 2026-08-27 | |
| Small BROWN, LISLE/CUMMINGS, INC. VO | $242,032 | 0.11% | 3,004 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC VO | $118,518 | 0.05% | 1,471 | Shares | 2026-08-27 |