Who owns VANGUARD MID-CAP GROWTH INDEX FUND (VOT)
Which tracked institutional funds hold VOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VOT is one-sided between 2026-Q1 and 2026-Q2: 369 added or opened and 83 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VOT’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes VOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VOT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1061 tracked filers holding VOT, 466 increased or opened the position and 442 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VOT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- WELLINGTON MANAGEMENT GROUP LLP$54M
- Copper Harbor Investment Advisors, LLC$22M
- Caisse de depot et placement du Quebec$9M
- MMA ASSET MANAGEMENT LLC$8M
- BRIGHTON JONES LLC$5M
- J.W. COLE ADVISORS, INC.$4M
Full exits 46
- HighTower Advisors, LLC$33M
- CWM, LLC$31M
- WoodTrust Financial Corp$25M
- Betterment LLC$23M
- NATIXIS ADVISORS, LLC$22M
- Janney Montgomery Scott LLC$17M
Largest adds
- MORGAN STANLEY$172M
- EP Wealth Advisors, LLC$138M
- ASSETMARK, INC$108M
- BANK OF AMERICA CORP /DE/$94M
- WELLS FARGO & COMPANY/MN$73M
- UBS Group AG$67M
Largest trims
- Private Advisor Group, LLC$37M
- Sharp Wealth Advisory, LLC$22M
- Avior Wealth Management, LLC$22M
- IFP Advisors, Inc$13M
- Addison Advisors LLC$5M
- Focus Partners Wealth$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,067,150 | $939M | 9.4% | 2026-Q2 |
| ASSETMARK, INC added | 2,150,345 | $659M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,120,757 | $650M | 6.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,752,727 | $537M | 5.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,646,597 | $504M | 5.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,195,402 | $366M | 3.6% | 2026-Q2 |
| UBS Group AG added | 1,160,373 | $355M | 3.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,104,015 | $338M | 3.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,100,734 | $329M | 3.3% | 2026-Q2 |
| Truepoint, Inc. trimmed | 1,093,223 | $335M | 3.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,042,640 | $319M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 915,170 | $280M | 2.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 905,608 | $277M | 2.8% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 756,813 | $232M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 727,903 | $223M | 2.2% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 666,327 | $204M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 564,845 | $173M | 1.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 519,520 | $159M | 1.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 497,262 | $152M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 353,090 | $108M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 328,799 | $101M | 1.0% | 2026-Q2 |
| Busey Bank added | 286,146 | $88M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 275,076 | $84M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 256,751 | $79M | 0.8% | 2026-Q2 |
| FMR LLC trimmed | 243,289 | $75M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 236,962 | $73M | 0.7% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 236,426 | $72M | 0.7% | 2026-Q2 |
| McAdam, LLC added | 235,745 | $72M | 0.7% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 229,387 | $70M | 0.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 225,823 | $69M | 0.7% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 216,318 | $66M | 0.7% | 2026-Q2 |
| Everhart Financial Group, Inc. added | 216,074 | $66M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 211,342 | $65M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 208,637 | $64M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 204,632 | $63M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 182,169 | $56M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 178,764 | $55M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 176,688 | $54M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 171,464 | $53M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 170,376 | $52M | 0.5% | 2026-Q2 |
| 1832 Asset Management L.P. | 167,203 | $51M | 0.5% | 2026-Q2 |
| Creative Planning added | 164,752 | $50M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 163,014 | $50M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 162,247 | $50M | 0.5% | 2026-Q2 |
| Trust Co trimmed | 158,490 | $49M | 0.5% | 2026-Q2 |
| KWMG, LLC added | 148,488 | $45M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 147,426 | $45M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 135,119 | $41M | 0.4% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 126,973 | $39M | 0.4% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 117,556 | $36M | 0.4% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 106,123 | $33M | 0.3% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC added | 104,624 | $32M | 0.3% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 103,861 | $32M | 0.3% | 2026-Q2 |
| BHK Investment Advisors, LLC added | 98,916 | $30M | 0.3% | 2026-Q2 |
| Adventist Health System/ West | 96,768 | $30M | 0.3% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 95,528 | $29M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 93,904 | $29M | 0.3% | 2026-Q2 |
| Axiom Financial Strategies, LLC added | 91,605 | $28M | 0.3% | 2026-Q2 |
| Associated Banc-Corp trimmed | 91,552 | $28M | 0.3% | 2026-Q2 |
| &PARTNERS added | 90,532 | $28M | 0.3% | 2026-Q2 |
| Black Diamond Financial, LLC added | 90,277 | $28M | 0.3% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 89,854 | $28M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 87,828 | $27M | 0.3% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 87,025 | $26M | 0.3% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 86,799 | $27M | 0.3% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 85,200 | $26M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 84,780 | $26M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 80,232 | $25M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 79,432 | $24M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 79,232 | $24M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 70,970 | $22M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 70,074 | $21M | 0.2% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 64,072 | $20M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 64,055 | $20M | 0.2% | 2026-Q2 |
| HRC WEALTH MANAGEMENT, LLC added | 63,909 | $20M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 63,662 | $19M | 0.2% | 2026-Q2 |
| Marion Wealth Management added | 62,783 | $19M | 0.2% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 60,758 | $19M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 57,951 | $18M | 0.2% | 2026-Q2 |
| Glenview Trust Co trimmed | 57,652 | $18M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 57,481 | $18M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 57,109 | $17M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 56,842 | $17M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 56,482 | $17M | 0.2% | 2026-Q2 |
| Provident Wealth Management, LLC added | 54,971 | $17M | 0.2% | 2026-Q2 |
| Clayton Financial Group LLC added | 54,129 | $17M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 53,527 | $16M | 0.2% | 2026-Q2 |
| COMMERCE BANK trimmed | 52,834 | $16M | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC added | 52,638 | $16M | 0.2% | 2026-Q2 |
| Payne Capital Management, LLC added | 52,013 | $16M | 0.2% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 50,086 | $15M | 0.2% | 2026-Q2 |
| Roberts Financial Services LLC trimmed | 49,278 | $15M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 48,213 | $15M | 0.1% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 47,729 | $15M | 0.1% | 2026-Q2 |
| FIRST HORIZON CORP added | 47,587 | $15M | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC added | 47,004 | $14M | 0.1% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC added | 46,550 | $14M | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 46,285 | $14M | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 45,110 | $14M | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 44,532 | $14M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.