Purchases and Sales Made in Q2 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90+ 900.0% |
$20.6K - $25.2K
|
100
$29.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
90+ 4.93% |
$20.6K - $25.2K
|
1.92K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
89+ 3.64% |
$20.3K - $24.9K
|
2.53K
$741K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
89+ 1.89% |
$20.3K - $24.9K
|
4.79K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
87+ 8.15% |
$19.9K - $24.3K
|
1.15K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
87+ 5.55% |
$19.9K - $24.3K
|
1.66K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
87+ 3.55% |
$19.9K - $24.3K
|
2.54K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
87+ 0.77% |
$19.9K - $24.3K
|
11.4K
$3.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
84+ 1.55% |
$19.2K - $23.5K
|
5.5K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
83+ 1.12% |
$19K - $23.2K
|
7.48K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
82+ 2.08% |
$18.7K - $22.9K
|
4.03K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 6.25% |
$18.3K - $22.4K
|
1.36K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
79+ 7.85% |
$18.1K - $22.1K
|
1.09K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
77+ 2.81% |
$17.6K - $21.5K
|
2.82K
$825K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
75+ 0.78% |
$17.1K - $21K
|
9.64K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
75+ 1.51% |
$17.1K - $21K
|
5.05K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
74+ 0.42% |
$16.9K - $20.7K
|
17.5K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
73+ 1.34% |
$16.7K - $20.4K
|
5.53K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
73+ 0.32% |
$16.7K - $20.4K
|
22.6K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73+ 0.33% |
$16.7K - $20.4K
|
22K
$6.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 4.43% |
$16K - $19.6K
|
1.65K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 0.76% |
$15.8K - $19.3K
|
9.2K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
68+ 13.0% |
$15.5K - $19K
|
591
$173K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 7.67% |
$15.1K - $18.5K
|
926
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
63+ 20.86% |
$14.4K - $17.6K
|
365
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
63+ 2.7% |
$14.4K - $17.6K
|
2.4K
$702K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
63+ 4.22% |
$14.4K - $17.6K
|
1.56K
$456K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
63+ 0.27% |
$14.4K - $17.6K
|
23.5K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
62+ 6.75% |
$14.2K - $17.3K
|
980
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
61+ 2.22% |
$13.9K - $17.1K
|
2.81K
$822K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
61+ 17.84% |
$13.9K - $17.1K
|
403
$118K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
61+ 2.88% |
$13.9K - $17.1K
|
2.18K
$637K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 1.98% |
$13.7K - $16.8K
|
3.09K
$905K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
60+ 2.26% |
$13.7K - $16.8K
|
2.72K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
60+ 3.21% |
$13.7K - $16.8K
|
1.93K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
60+ 3.97% |
$13.7K - $16.8K
|
1.57K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
59+ 84.29% |
$13.5K - $16.5K
|
129
$37.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 6.12% |
$13.3K - $16.2K
|
1.01K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
58+ 6.07% |
$13.3K - $16.2K
|
1.01K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
57+ 0.29% |
$13K - $16K
|
19.8K
$5.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
57+ 2.34% |
$13K - $16K
|
2.49K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
57+ 0.18% |
$13K - $16K
|
32.1K
$9.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
57+ 1.04% |
$13K - $16K
|
5.53K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
56+ 1.28% |
$12.8K - $15.7K
|
4.44K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
55+ 10.24% |
$12.6K - $15.4K
|
592
$173K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
54New |
$12.3K - $15.1K
|
54
$15.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
53+ 0.78% |
$12.1K - $14.8K
|
6.82K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
53+ 4.8% |
$12.1K - $14.8K
|
1.16K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51+ 0.41% |
$11.7K - $14.3K
|
12.4K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
50+ 4.55% |
$11.4K - $14K
|
1.15K
$336K
|