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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.78K- 6.11% |
$1.46M - $1.61M
|
88.9K
$26M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.95K- 54.79% |
$1.5M - $1.65M
|
4.91K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.08K- 10.78% |
$1.53M - $1.69M
|
50.3K
$14.7M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.25K- 30.28% |
$1.58M - $1.74M
|
14.4K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.26K- 85.16% |
$1.58M - $1.74M
|
1.09K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-6.26K- 13.61% |
$1.58M - $1.74M
|
39.7K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.54K- 90.71% |
$1.65M - $1.82M
|
670
$196K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-6.82K- 7.35% |
$1.72M - $1.9M
|
86K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.87K- 38.04% |
$1.73M - $1.91M
|
11.2K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.93K- 54.06% |
$1.74M - $1.92M
|
5.89K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.94K- 69.36% |
$1.75M - $1.93M
|
3.07K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.11K- 13.18% |
$1.79M - $1.98M
|
46.8K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-7.25K- 16.82% |
$1.83M - $2.02M
|
35.9K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-7.47K- 36.5% |
$1.88M - $2.08M
|
13K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.6K- 0.33% |
$1.91M - $2.11M
|
2.3M
$673M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.78K- 20.83% |
$1.96M - $2.16M
|
29.5K
$8.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.92K- 11.9% |
$1.99M - $2.2M
|
58.6K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.92K- 4.18% |
$1.99M - $2.2M
|
181K
$53.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.02K- 32.68% |
$2.02M - $2.23M
|
16.5K
$4.83M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.02K- 32.58% |
$2.02M - $2.23M
|
16.6K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.74K- 24.73% |
$2.2M - $2.43M
|
26.6K
$7.78M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8.78K- 38.51% |
$2.21M - $2.44M
|
14K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.84K- 32.86% |
$2.23M - $2.46M
|
18.1K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-9.25K- 67.61% |
$2.33M - $2.57M
|
4.43K
$1.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.6K- 34.8% |
$2.42M - $2.67M
|
18K
$5.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.72K- 2.66% |
$2.45M - $2.7M
|
356K
$104M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.79K- 78.48% |
$2.46M - $2.72M
|
2.68K
$785K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-10.3K- 14.01% |
$2.6M - $2.87M
|
63.4K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.4K- 41.5% |
$2.61M - $2.88M
|
14.6K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.5K- 86.72% |
$2.64M - $2.91M
|
1.6K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-10.5K- 33.34% |
$2.64M - $2.91M
|
21K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11.2K- 52.49% |
$2.83M - $3.13M
|
10.2K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11.6K- 98.76% |
$2.92M - $3.22M
|
146
$42.7K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.8K- 14.39% |
$2.98M - $3.29M
|
70.4K
$20.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.1K- 17.55% |
$3.05M - $3.37M
|
57K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.7K- 3.76% |
$3.19M - $3.52M
|
324K
$94.9M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.1K- 21.29% |
$3.29M - $3.64M
|
48.4K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-13.5K- 99.99% |
$3.4M - $3.76M
|
2
$585
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.7K- 3.19% |
$3.44M - $3.8M
|
415K
$121M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 28.45% |
$3.63M - $4.01M
|
36.3K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$3.74M - $4.13M
|
5.45K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15.8K- 3.51% |
$3.97M - $4.38M
|
433K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 5.48% |
$4M - $4.41M
|
274K
$80M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-16.4K- 35.35% |
$4.12M - $4.55M
|
29.9K
$8.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-17.6K- 16.78% |
$4.44M - $4.9M
|
87.4K
$25.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 19.1% |
$4.44M - $4.9M
|
74.7K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-18.3K- 34.41% |
$4.62M - $5.1M
|
34.9K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-18.5K- 13.18% |
$4.67M - $5.15M
|
122K
$35.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18.6K- 11.44% |
$4.69M - $5.17M
|
144K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.7K- 36.23% |
$4.71M - $5.2M
|
32.9K
$9.62M
|