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 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.43K+ 9.02% |
$361K - $398K
|
17.3K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.43K+ 2.33% |
$359K - $396K
|
62.7K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.43K+ 13.78% |
$359K - $396K
|
11.8K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.42K+ 4.76% |
$358K - $396K
|
31.3K
$9.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 11.77% |
$357K - $394K
|
13.5K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.42K+ 1.6% |
$357K - $394K
|
90.1K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.42KNew |
$357K - $394K
|
1.42K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.41K+ 18.36% |
$355K - $392K
|
9.08K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.4K+ 29.18% |
$353K - $390K
|
6.21K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.39K+ 2.16% |
$350K - $386K
|
65.7K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.38K+ 106.25% |
$347K - $383K
|
2.68K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.37KNew |
$345K - $381K
|
1.37K
$401K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.35K+ 1.88% |
$340K - $376K
|
73.2K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.34K+ 62.34% |
$337K - $372K
|
3.49K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.34K+ 3.19% |
$336K - $371K
|
43.2K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.33K+ 20.04% |
$335K - $369K
|
7.96K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$332K - $366K
|
1.32K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.31K+ 7.93% |
$329K - $363K
|
17.8K
$5.2M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.31K+ 52.28% |
$329K - $363K
|
3.81K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.31KNew |
$329K - $363K
|
1.31K
$382K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.31K+ 68.36% |
$329K - $363K
|
3.21K
$940K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 91.83% |
$328K - $362K
|
2.72K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.3KNew |
$327K - $361K
|
1.3K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.3K+ 1099.15% |
$327K - $361K
|
1.42K
$414K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.29K+ 11.58% |
$324K - $357K
|
12.4K
$3.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.28KNew |
$323K - $356K
|
1.28K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.28K+ 14.83% |
$322K - $356K
|
9.91K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.25K+ 19.14% |
$315K - $347K
|
7.78K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.24K+ 31.36% |
$313K - $345K
|
5.21K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.24K+ 5.61% |
$312K - $345K
|
23.4K
$6.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.24K+ 19.99% |
$312K - $345K
|
7.44K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 8.37% |
$312K - $344K
|
16K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.23K+ 5.96% |
$311K - $343K
|
21.9K
$6.42M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.23K+ 942.31% |
$309K - $340K
|
1.36K
$396K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22KNew |
$308K - $340K
|
1.22K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 81.52% |
$308K - $340K
|
2.72K
$796K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.22K+ 46.11% |
$306K - $338K
|
3.85K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 8.81% |
$306K - $338K
|
15K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.22K+ 20.97% |
$306K - $338K
|
7.01K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.2K+ 6.26% |
$301K - $332K
|
20.3K
$5.94M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.2K+ 6.26% |
$301K - $332K
|
20.3K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.19KNew |
$300K - $331K
|
1.19K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.19K+ 19.87% |
$299K - $330K
|
7.15K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.17K+ 0.44% |
$294K - $324K
|
269K
$78.7M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.16K+ 3.48% |
$292K - $322K
|
34.4K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.16K+ 27.01% |
$291K - $321K
|
5.43K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.13K+ 2.83% |
$286K - $315K
|
41.2K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.13KNew |
$286K - $315K
|
1.13K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 98.18% |
$285K - $315K
|
2.29K
$668K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.13K+ 3.3% |
$285K - $314K
|
35.4K
$10.4M
|