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 1,957 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Heritage Investors Management Corp
|
Apr 29, 2024 Q1 2024 |
69,166
shares
|
$16.9 Million
0.61% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
68,808
shares
|
$16.8 Million
1.77% of portfolio
|
Q3 2022
Added 2.29%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
68,638
shares
|
$16.8 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Northeast Investment Management
|
May 01, 2024 Q1 2024 |
68,625
shares
|
$16.8 Million
0.86% of portfolio
|
Q1 2024
Added 1.11%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 26, 2024 Q1 2024 |
68,579
shares
|
$16.8 Million
11.87% of portfolio
|
Q1 2024
Added 8.86%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
68,232
shares
|
$16.7 Million
0.56% of portfolio
|
Q1 2024
Added 1.52%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
67,717
shares
|
$16.6 Million
0.1% of portfolio
|
Q1 2024
Added 6.42%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
67,541
shares
|
$16.5 Million
0.31% of portfolio
|
Q1 2024
Added 1.36%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
67,498
shares
|
$16.5 Million
1.49% of portfolio
|
Q2 2023
Added 6.53%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
67,274
shares
|
$16.5 Million
0.68% of portfolio
|
Q1 2024
Closed
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,572
shares
|
$16.3 Million
0.05% of portfolio
|
Q3 2022
Added 0.85%
|
|
Aj Advisors, LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
66,223
shares
|
$16.2 Million
9.13% of portfolio
|
Q1 2024
Added 4.72%
|
|
Von Berge Wealth Management Group, LLC
|
Apr 12, 2024 Q1 2024 |
65,508
shares
|
$16 Million
10.58% of portfolio
|
Q1 2024
Added 16.88%
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
May 10, 2024 Q1 2024 |
64,473
shares
|
$15.8 Million
8.28% of portfolio
|
Q1 2024
Added 10.09%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
63,958
shares
|
$15.6 Million
0.3% of portfolio
|
Q4 2023
Reduced 2.96%
|
|
Sage Rhino Capital LLC
|
Apr 26, 2024 Q1 2024 |
63,941
shares
|
$15.6 Million
3.89% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Cadence Bank
Tupelo, MS |
May 14, 2024 Q1 2024 |
63,201
shares
|
$15.5 Million
1.15% of portfolio
|
Q1 2024
Added 4.58%
|
|
Single Point Partners, LLC
|
Apr 11, 2024 Q1 2024 |
63,041
shares
|
$15.4 Million
3.66% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Twele Capital Management, Inc.
|
Apr 12, 2024 Q1 2024 |
62,857
shares
|
$15.4 Million
3.55% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Tectonic Advisors LLC
Plano, TX |
May 07, 2024 Q1 2024 |
62,744
shares
|
$15.3 Million
1.21% of portfolio
|
Q1 2024
Added 0.24%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
62,242
shares
|
$15.2 Million
1.23% of portfolio
|
Q1 2024
Reduced 17.59%
|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
61,852
shares
|
$15.1 Million
1.82% of portfolio
|
Q1 2024
Added 2.46%
|
|
Veracity Capital LLC
|
Apr 19, 2024 Q1 2024 |
61,820
shares
|
$15.1 Million
6.05% of portfolio
|
Q1 2024
New holding
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
61,765
shares
|
$15.1 Million
2.71% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Sierra Capital LLC
|
Apr 29, 2024 Q1 2024 |
61,714
shares
|
$15.1 Million
2.02% of portfolio
|
Q1 2024
Added 0.09%
|