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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.3K+ 5.56% |
$7.84M - $9.6M
|
651K
$191M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
32.7K+ 2.34% |
$7.48M - $9.16M
|
1.43M
$419M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.5K+ 11.89% |
$7.42M - $9.08M
|
305K
$89.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31.3K+ 117.67% |
$7.14M - $8.74M
|
57.8K
$16.9M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
31KNew |
$7.09M - $8.68M
|
31K
$9.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
29.2KNew |
$6.67M - $8.17M
|
29.2K
$8.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
27.8K+ 170.49% |
$6.36M - $7.79M
|
44.2K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.6K+ 0.87% |
$6.31M - $7.73M
|
3.21M
$939M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
26K+ 591.92% |
$5.95M - $7.28M
|
30.4K
$8.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
26K+ 727.23% |
$5.94M - $7.27M
|
29.6K
$8.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25.7K+ 26.88% |
$5.88M - $7.2M
|
121K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3K+ 1943.54% |
$5.77M - $7.07M
|
26.6K
$7.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.1K+ 14.9% |
$5.75M - $7.03M
|
194K
$56.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.32% |
$5.74M - $7.03M
|
229K
$67M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 1.62% |
$5.72M - $7M
|
1.57M
$458M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.9K+ 3.8% |
$5.68M - $6.96M
|
679K
$199M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
24.7K+ 1155.37% |
$5.66M - $6.93M
|
26.9K
$7.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.4K+ 137.87% |
$5.59M - $6.84M
|
42.2K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.3K+ 82.08% |
$5.54M - $6.79M
|
53.8K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.8K+ 5.97% |
$5.44M - $6.66M
|
422K
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.6K+ 3.93% |
$5.39M - $6.6M
|
625K
$183M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
22.7K+ 408.54% |
$5.18M - $6.34M
|
28.2K
$8.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
22.6K+ 27.18% |
$5.16M - $6.32M
|
106K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22.1K+ 25.08% |
$5.05M - $6.19M
|
110K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 28.42% |
$5.05M - $6.18M
|
99.9K
$29.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
22.1K+ 27.19% |
$5.05M - $6.18M
|
103K
$30.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.6K+ 11.07% |
$4.93M - $6.03M
|
216K
$63.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21.5K+ 29.36% |
$4.91M - $6.01M
|
94.7K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.5K+ 14.91% |
$4.91M - $6.01M
|
166K
$48.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
21.4K+ 569.95% |
$4.88M - $5.98M
|
25.1K
$7.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
21.3K+ 69.37% |
$4.86M - $5.95M
|
51.9K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
21.1K+ 58.32% |
$4.82M - $5.91M
|
57.3K
$16.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21K+ 1905.08% |
$4.8M - $5.87M
|
22.1K
$6.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
20.1K+ 5.86% |
$4.6M - $5.64M
|
364K
$106M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.1K+ 34.99% |
$4.58M - $5.61M
|
77.4K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19.9K+ 66.43% |
$4.55M - $5.57M
|
49.9K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
19.5KNew |
$4.47M - $5.47M
|
19.5K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.4KNew |
$4.43M - $5.43M
|
19.4K
$5.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
17.8K+ 51.86% |
$4.07M - $4.98M
|
52.1K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
17.7K+ 8.61% |
$4.04M - $4.95M
|
223K
$65.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
16.1K+ 12.71% |
$3.68M - $4.51M
|
143K
$41.8M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 2.95% |
$3.67M - $4.5M
|
562K
$164M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
15.3KNew |
$3.5M - $4.28M
|
15.3K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$3.49M - $4.28M
|
15.3K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 5.5% |
$3.47M - $4.25M
|
291K
$85.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.1K+ 4.92% |
$3.45M - $4.22M
|
321K
$94.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
14.9K+ 16.59% |
$3.41M - $4.18M
|
105K
$30.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
14.5K+ 3.77% |
$3.31M - $4.05M
|
399K
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.4K+ 232.26% |
$3.29M - $4.03M
|
20.6K
$6.03M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.3K+ 58.06% |
$3.27M - $4.01M
|
39K
$11.4M
|