Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
470+ 28.55% |
$118K - $131K
|
2.12K
$619K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
468New |
$118K - $130K
|
468
$137K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
467+ 4.82% |
$118K - $130K
|
10.2K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
457+ 1757.69% |
$115K - $127K
|
483
$141K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
450New |
$113K - $125K
|
450
$132K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
450+ 40.87% |
$113K - $125K
|
1.55K
$454K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
445+ 25.95% |
$112K - $124K
|
2.16K
$632K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
445+ 0.4% |
$112K - $124K
|
112K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
442+ 0.54% |
$111K - $123K
|
81.7K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
439+ 1.05% |
$111K - $122K
|
42.2K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
436+ 10900.0% |
$110K - $121K
|
440
$129K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
432+ 86.4% |
$109K - $120K
|
932
$273K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
428+ 6.92% |
$108K - $119K
|
6.61K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
417+ 35.55% |
$105K - $116K
|
1.59K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
414+ 2.74% |
$104K - $115K
|
15.5K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
412+ 52.82% |
$104K - $115K
|
1.19K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
410New |
$103K - $114K
|
410
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
408+ 2.04% |
$103K - $113K
|
20.4K
$5.97M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
404+ 15.51% |
$102K - $112K
|
3.01K
$880K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
400+ 34.75% |
$101K - $111K
|
1.55K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
400+ 1.35% |
$101K - $111K
|
30K
$8.77M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
398+ 0.58% |
$100K - $111K
|
68.6K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
392+ 13.32% |
$98.7K - $109K
|
3.34K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
392+ 4.14% |
$98.7K - $109K
|
9.87K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
390+ 8.54% |
$98.2K - $108K
|
4.96K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
390+ 25.51% |
$98.2K - $108K
|
1.92K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
377+ 1.44% |
$95K - $105K
|
26.6K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
373+ 5.77% |
$93.9K - $104K
|
6.84K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
369+ 1.38% |
$92.9K - $103K
|
27.2K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
362+ 12.77% |
$91.2K - $101K
|
3.2K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
358+ 32.93% |
$90.2K - $99.5K
|
1.45K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
353+ 12.64% |
$88.9K - $98.1K
|
3.15K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
351+ 25.53% |
$88.4K - $97.6K
|
1.73K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
350+ 8.74% |
$88.2K - $97.3K
|
4.35K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
346+ 3.38% |
$87.1K - $96.2K
|
10.6K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
344+ 5.62% |
$86.6K - $95.6K
|
6.47K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
343+ 4.24% |
$86.4K - $95.3K
|
8.43K
$2.47M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
343+ 13.23% |
$86.4K - $95.3K
|
2.94K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
342New |
$86.1K - $95.1K
|
342
$100K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
342+ 21.33% |
$86.1K - $95.1K
|
1.95K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
338+ 2.47% |
$85.1K - $93.9K
|
14K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
332+ 25.19% |
$83.6K - $92.3K
|
1.65K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
330+ 2.91% |
$83.1K - $91.7K
|
11.7K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
328+ 12.87% |
$82.6K - $91.2K
|
2.88K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
327+ 21.26% |
$82.4K - $90.9K
|
1.87K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
323+ 8.67% |
$81.4K - $89.8K
|
4.05K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
322+ 5.41% |
$81.1K - $89.5K
|
6.27K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
322+ 11.98% |
$81.1K - $89.5K
|
3.01K
$880K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
320+ 3.02% |
$80.6K - $88.9K
|
10.9K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
320+ 1.18% |
$80.6K - $88.9K
|
27.4K
$8.03M
|