VOT Institutional Ownership & Shareholders
VANGUARD MID-CAP GROWTH ETF (VOT) is currently held by 1,100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.43B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VOT tracked by InsiderSet, reporting ownership valued at approximately $939.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $878.74M, representing an estimated loss of -6.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed VOT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Assetmark, Inc, and several other long-term asset managers with concentrated positions in VANGUARD MID-CAP GROWTH ETF (VOT).
This page ranks the largest institutional VOT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,100
Total Reported Value
$11.43B
Largest Holder
Morgan Stanley
Largest Position
$939.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 3,067,150 | $939,468,627 | $878,738,475 | -$60,730,152 | -6.46% | |
| Bank Of America Corp | 0.04% | 2,120,757 | $649,587,923 | $607,596,881 | -$41,991,043 | -6.46% | |
| Assetmark, Inc | 1.05% | 2,130,331 | $622,269,785 | $610,339,832 | -$11,929,954 | -1.92% | |
| Ep Wealth Advisors, Llc | 2.05% | 1,752,727 | $536,860,410 | $502,156,286 | -$34,704,125 | -6.46% | |
| Wells Fargo & Company/Mn | 0.09% | 1,646,597 | $504,352,673 | $471,750,041 | -$32,602,633 | -6.46% | |
| Royal Bank Of Canada | 0.06% | 1,195,402 | $366,151,000 | $342,482,673 | -$23,668,327 | -6.46% | |
| Ubs Group Ag | 0.06% | 1,160,373 | $355,422,250 | $332,446,865 | -$22,975,386 | -6.46% | |
| Truepoint, Inc. | 6.99% | 1,093,223 | $334,854,246 | $313,208,390 | -$21,645,857 | -6.46% | |
| Jones Financial Companies Lllp | 0.13% | 1,100,734 | $328,741,022 | $315,360,291 | -$13,380,731 | -4.07% | |
| Vantagepoint Investment Advisers Llc | 2.37% | 1,076,476 | $314,438,640 | $308,410,374 | -$6,028,266 | -1.92% | |
| Pnc Financial Services Group, Inc. | 0.15% | 925,055 | $283,344,438 | $265,028,258 | -$18,316,181 | -6.46% | |
| Lpl Financial Llc | 0.06% | 915,170 | $280,316,656 | $262,196,205 | -$18,120,451 | -6.46% | |
| Moneta Group Investment Advisors Llc | 1.72% | 756,813 | $231,811,788 | $216,826,925 | -$14,984,864 | -6.46% | |
| Envestnet Asset Management Inc | 0.05% | 727,903 | $222,937,283 | $208,544,210 | -$14,393,074 | -6.46% | |
| Stephens Group Asset Management, Llc | 11.51% | 689,650 | $201,446,765 | $197,584,725 | -$3,862,040 | -1.92% | |
| Raymond James Financial Inc | 0.05% | 564,845 | $173,012,264 | $161,828,093 | -$11,184,172 | -6.46% | |
| Stifel Financial Corp | 0.13% | 519,520 | $159,134,641 | $148,842,480 | -$10,292,161 | -6.47% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.52% | 497,262 | $152,311,351 | $142,465,563 | -$9,845,788 | -6.46% | |
| Ameriprise Financial Inc | 0.02% | 353,090 | $108,155,857 | $101,160,285 | -$6,995,572 | -6.47% | |
| Rockefeller Capital Management L.P. | 0.15% | 328,799 | $100,711,367 | $94,200,914 | -$6,510,454 | -6.46% | |
| Busey Bank | 2.10% | 299,249 | $87,410,790 | $85,734,839 | -$1,675,952 | -1.92% | |
| Commonwealth Equity Services, Llc | 0.11% | 275,076 | $84,255,864 | $78,809,274 | -$5,446,590 | -6.46% | |
| Truist Financial Corp | 0.09% | 257,322 | $75,163,611 | $73,722,753 | -$1,440,858 | -1.92% | |
| Fmr Llc | 0.00% | 243,289 | $74,519,307 | $69,702,299 | -$4,817,009 | -6.46% | |
| Bnp Paribas Financial Markets | 0.04% | 236,962 | $72,581,461 | $67,889,613 | -$4,691,848 | -6.46% | |
| Waverly Advisors, Llc | 0.42% | 236,426 | $72,417,400 | $67,736,049 | -$4,681,351 | -6.46% | |
| Mcadam, Llc | 2.63% | 239,740 | $70,028,096 | $68,685,510 | -$1,342,586 | -1.92% | |
| Cibc Bancorp Usa Inc. | 0.09% | 225,823 | $69,201,561 | $64,698,290 | -$4,503,272 | -6.51% | |
| Everhart Financial Group, Inc. | 4.22% | 234,303 | $68,439,773 | $67,127,810 | -$1,311,964 | -1.92% | |
| Cetera Investment Advisers | 0.06% | 211,342 | $64,734,232 | $60,549,483 | -$4,184,749 | -6.46% | |
| Osaic Holdings, Inc. | 0.08% | 208,637 | $63,950,905 | $59,774,501 | -$4,176,405 | -6.53% | |
| Orgel Wealth Management, Llc | 1.18% | 214,701 | $62,714,181 | $61,511,837 | -$1,202,345 | -1.92% | |
| Us Bancorp \De\ | 0.07% | 204,632 | $62,703,479 | $58,627,068 | -$4,076,411 | -6.50% | |
| Avior Wealth Management, Llc | 1.65% | 214,638 | $62,666,684 | $61,493,787 | -$1,172,897 | -1.87% | |
| Equitable Holdings, Inc. | 0.33% | 182,169 | $55,798,523 | $52,191,419 | -$3,607,105 | -6.46% | |
| Farther Finance Advisors, Llc | 0.39% | 189,555 | $55,369,003 | $54,307,508 | -$1,061,496 | -1.92% | |
| Mml Investors Services, Llc | 0.11% | 178,764 | $54,755,415 | $51,215,886 | -$3,539,529 | -6.46% | |
| Wellington Management Group Llp | 0.01% | 176,688 | $54,119,534 | $50,621,112 | -$3,498,422 | -6.46% | |
| Mariner, Llc | 0.06% | 171,464 | $52,519,501 | $49,124,436 | -$3,395,065 | -6.46% | |
| 1832 Asset Management L.P. | 0.06% | 167,203 | $51,214,279 | $47,903,660 | -$3,310,620 | -6.46% | |
| Kestra Advisory Services, Llc | 0.16% | 162,247 | $49,696,313 | $46,483,766 | -$3,212,548 | -6.46% | |
| Jpmorgan Chase & Co | 0.00% | 163,014 | $49,519,020 | $46,703,511 | -$2,815,509 | -5.69% | |
| Trust Co | 4.19% | 164,992 | $48,194,061 | $47,270,208 | -$923,853 | -1.92% | |
| Kwmg, Llc | 3.30% | 156,923 | $45,837,293 | $44,958,440 | -$878,854 | -1.92% | |
| Newedge Advisors, Llc | 0.13% | 147,426 | $45,156,540 | $42,237,549 | -$2,918,991 | -6.46% | |
| Benjamin Edwards Inc | 0.38% | 135,119 | $41,395,956 | $38,711,594 | -$2,684,363 | -6.48% | |
| Cary Street Partners Financial Llc | 0.85% | 126,973 | $38,891,786 | $36,377,765 | -$2,514,022 | -6.46% | |
| Bragg Financial Advisors, Inc | 0.96% | 117,556 | $36,007,418 | $33,679,794 | -$2,327,624 | -6.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 111,905 | $33,331,979 | $32,060,783 | -$1,271,197 | -3.81% | |
| Presilium Private Wealth, Llc | 4.60% | 106,827 | $31,204,303 | $30,605,936 | -$598,368 | -1.92% |
Frequently asked questions about VOT
Who are the largest institutional holders of VOT?
The largest institutional holders of VOT reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Assetmark, Inc, Ep Wealth Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported VOT position.
What is VOT institutional ownership?
This page tracks VOT positions reported by institutional investment managers through SEC Form 13F. VANGUARD MID-CAP GROWTH ETF (VOT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VOT?
InsiderSet currently tracks 1,100 institutional managers reporting VOT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VOT shareholders.
How much VOT stock do institutions own?
Institutional investment managers disclosed approximately $11.43B in VOT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VOT institutional ownership last updated?
The latest VOT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VOT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VOT position after the reporting date.
Are institutions buying or selling VOT?
Institutional buying and selling can be analyzed by comparing VOT positions across consecutive 13F reporting periods. InsiderSet's VOT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VOT ownership changes.
How has VOT institutional ownership changed over time?
InsiderSet tracks VOT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.