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 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.8K- 70.18% |
$4.72M - $5.21M
|
7.97K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-19.9K- 6.1% |
$5.01M - $5.52M
|
306K
$89.5M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-20.7K- 78.83% |
$5.2M - $5.74M
|
5.55K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.3K- 12.89% |
$5.37M - $5.93M
|
144K
$42.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.2K- 27.3% |
$5.85M - $6.45M
|
61.8K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.7K- 1.0% |
$5.97M - $6.59M
|
2.35M
$688M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-24.2K- 10.64% |
$6.08M - $6.71M
|
203K
$59.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-24.2K- 13.97% |
$6.09M - $6.72M
|
149K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.9K- 3.97% |
$6.28M - $6.93M
|
603K
$177M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-27.4K- 91.91% |
$6.9M - $7.62M
|
2.41K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-27.5K- 84.95% |
$6.93M - $7.64M
|
4.87K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-30.3K- 50.85% |
$7.62M - $8.41M
|
29.3K
$8.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-30.9K- 74.12% |
$7.79M - $8.59M
|
10.8K
$3.16M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-31.2K- 61.01% |
$7.85M - $8.67M
|
19.9K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.4K- 83.94% |
$8.16M - $9.01M
|
6.2K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-34.1K- 30.29% |
$8.59M - $9.48M
|
78.5K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-34.1K- 91.74% |
$8.6M - $9.49M
|
3.08K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.9K- 3.22% |
$10.3M - $11.4M
|
1.23M
$360M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-53K- 3.06% |
$13.3M - $14.7M
|
1.68M
$490M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53.1K- 26.16% |
$13.4M - $14.8M
|
150K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-56.3K- 62.13% |
$14.2M - $15.6M
|
34.3K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-57.8K- 55.12% |
$14.6M - $16.1M
|
47K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62.2K- 54.41% |
$15.7M - $17.3M
|
52.1K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.8K- 2.13% |
$16.3M - $18M
|
2.97M
$869M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-80.6K- 97.23% |
$20.3M - $22.4M
|
2.3K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-82K- 92.44% |
$20.6M - $22.8M
|
6.71K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82.3KClosed |
$20.7M - $22.9M
|
0
$0
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90.4K- 63.43% |
$22.8M - $25.1M
|
52.1K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-318K- 95.6% |
$80.1M - $88.4M
|
14.7K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.23M- 99.61% |
$311M - $343M
|
4.79K
$1.4M
|