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
|
Lyell Wealth Management, LP
|
SELL
|
- |
-149- 7.24% |
$34.1K - $41.7K
|
1.91K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-150- 2.37% |
$34.3K - $42K
|
6.17K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-151- 0.64% |
$34.5K - $42.3K
|
23.3K
$6.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-151- 49.83% |
$34.5K - $42.3K
|
152
$44.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-151- 4.24% |
$34.5K - $42.3K
|
3.41K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-151- 3.43% |
$34.5K - $42.3K
|
4.25K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-153- 1.09% |
$35K - $42.8K
|
13.9K
$4.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-153- 1.08% |
$35K - $42.8K
|
14K
$4.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-153- 5.21% |
$35K - $42.8K
|
2.78K
$814K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-154- 3.24% |
$35.2K - $43.1K
|
4.6K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-156- 1.54% |
$35.7K - $43.7K
|
9.99K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-156- 8.4% |
$35.7K - $43.7K
|
1.7K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-157- 8.52% |
$35.9K - $43.9K
|
1.69K
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-158- 5.86% |
$36.1K - $44.2K
|
2.54K
$743K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-159- 0.86% |
$36.3K - $44.5K
|
18.2K
$5.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-163- 11.3% |
$37.3K - $45.6K
|
1.28K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-165- 3.24% |
$37.7K - $46.2K
|
4.93K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-171- 36.0% |
$39.1K - $47.9K
|
304
$88.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-171- 6.28% |
$39.1K - $47.9K
|
2.55K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-173- 8.32% |
$39.5K - $48.4K
|
1.91K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-173- 1.6% |
$39.5K - $48.4K
|
10.6K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-176- 14.97% |
$40.2K - $49.3K
|
1K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-176- 6.4% |
$40.2K - $49.3K
|
2.58K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-178- 15.68% |
$40.7K - $49.8K
|
957
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-178- 6.54% |
$40.7K - $49.8K
|
2.54K
$744K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-180- 1.12% |
$41.1K - $50.4K
|
15.9K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-183- 6.83% |
$41.8K - $51.2K
|
2.5K
$731K
|
|
|
Sep 25, 2025
Q2 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-183- 0.52% |
$41.8K - $51.2K
|
34.9K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-185- 15.7% |
$42.3K - $51.8K
|
993
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-186- 4.2% |
$42.5K - $52K
|
4.24K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-188- 1.77% |
$43K - $52.6K
|
10.4K
$3.05M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-188- 4.6% |
$43K - $52.6K
|
3.9K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-190- 16.07% |
$43.4K - $53.2K
|
992
$290K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-192- 4.37% |
$43.9K - $53.7K
|
4.2K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-194- 3.0% |
$44.3K - $54.3K
|
6.28K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-194- 1.74% |
$44.3K - $54.3K
|
10.9K
$3.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-194- 2.24% |
$44.3K - $54.3K
|
8.48K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-196- 15.74% |
$44.8K - $54.8K
|
1.05K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-196- 1.44% |
$44.8K - $54.8K
|
13.4K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-200- 0.99% |
$45.7K - $56K
|
20K
$5.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200- 3.65% |
$45.7K - $56K
|
5.28K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-206- 20.26% |
$47.1K - $57.6K
|
811
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-206- 8.23% |
$47.1K - $57.6K
|
2.3K
$672K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-207- 6.9% |
$47.3K - $57.9K
|
2.79K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-207- 3.84% |
$47.3K - $57.9K
|
5.18K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-208- 0.56% |
$47.5K - $58.2K
|
36.9K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-209- 9.15% |
$47.8K - $58.5K
|
2.08K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-209- 1.46% |
$47.8K - $58.5K
|
14.1K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-210- 0.67% |
$48K - $58.8K
|
31K
$9.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-211- 8.02% |
$48.2K - $59K
|
2.42K
$708K
|