Institutional Ownership Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO). We have compiled data on the 2,092 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
30,010
shares
|
$8.01 Million
1.84% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
29,823
shares
|
$7.96 Million
3.2% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
29,793
shares
|
$7.95 Million
10.04% of portfolio
|
Q1 2023
Reduced 70.2%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
29,702
shares
|
$7.92 Million
1.83% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,631
shares
|
$7.91 Million
0.71% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
29,588
shares
|
$7.89 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
29,540
shares
|
$7.88 Million
2.35% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
29,466
shares
|
$7.86 Million
3.45% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
29,400
shares
|
$7.84 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
29,348
shares
|
$7.83 Million
0.03% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
29,049
shares
|
$7.75 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
29,001
shares
|
$7.74 Million
2.41% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
28,967
shares
|
$7.73 Million
2.92% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
28,961
shares
|
$7.73 Million
0.66% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
28,911
shares
|
$7.71 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
28,790
shares
|
$7.68 Million
0.07% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
28,206
shares
|
$7.53 Million
0.36% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
28,155
shares
|
$7.51 Million
0.9% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
28,147
shares
|
$7.51 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,120
shares
|
$7.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
28,002
shares
|
$7.47 Million
2.59% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
27,700
shares
|
$7.39 Million
2.51% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
27,547
shares
|
$7.35 Million
0.26% of portfolio
|
Q3 2021
Added 0.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,490
shares
|
$7.33 Million
0.28% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,465
shares
|
$7.33 Million
0.22% of portfolio
|
Q2 2020
Reduced 22.2%
|