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 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-328- 6.04% |
$75K - $91.8K
|
5.1K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-328- 3.67% |
$75K - $91.8K
|
8.62K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-328- 0.96% |
$75K - $91.8K
|
33.7K
$9.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-329- 1.19% |
$75.2K - $92.1K
|
27.3K
$7.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-330- 2.56% |
$75.4K - $92.3K
|
12.6K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-331- 2.25% |
$75.6K - $92.6K
|
14.4K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-334- 13.49% |
$76.3K - $93.5K
|
2.14K
$626K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-338- 12.34% |
$77.2K - $94.6K
|
2.4K
$702K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-339- 28.44% |
$77.5K - $94.9K
|
853
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-339- 7.17% |
$77.5K - $94.9K
|
4.39K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-345- 14.36% |
$78.8K - $96.5K
|
2.06K
$602K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-346- 26.21% |
$79.1K - $96.8K
|
974
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-349- 7.67% |
$79.8K - $97.7K
|
4.2K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-350- 5.48% |
$80K - $97.9K
|
6.04K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-351- 14.82% |
$80.2K - $98.2K
|
2.02K
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-355- 0.4% |
$81.1K - $99.3K
|
87.5K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-356- 31.99% |
$81.4K - $99.6K
|
757
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-358- 17.4% |
$81.8K - $100K
|
1.7K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-360- 0.89% |
$82.3K - $101K
|
40.1K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-360- 7.49% |
$82.3K - $101K
|
4.45K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-365- 3.92% |
$83.4K - $102K
|
8.95K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-369- 0.94% |
$84.3K - $103K
|
38.9K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-385- 27.82% |
$88K - $108K
|
999
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-387- 15.27% |
$88.4K - $108K
|
2.15K
$628K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-390- 18.55% |
$89.1K - $109K
|
1.71K
$501K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-393- 11.73% |
$89.8K - $110K
|
2.96K
$865K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-395- 4.02% |
$90.3K - $111K
|
9.42K
$2.76M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-396- 5.21% |
$90.5K - $111K
|
7.21K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-400- 1.08% |
$91.4K - $112K
|
36.5K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-400- 1.34% |
$91.4K - $112K
|
29.5K
$8.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-401- 2.22% |
$91.6K - $112K
|
17.7K
$5.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-404- 1.49% |
$92.3K - $113K
|
26.8K
$7.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-404- 0.39% |
$92.3K - $113K
|
103K
$30.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-406- 7.03% |
$92.8K - $114K
|
5.37K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-411- 3.78% |
$93.9K - $115K
|
10.5K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-412- 2.44% |
$94.2K - $115K
|
16.5K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-412- 3.78% |
$94.2K - $115K
|
10.5K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
SELL
|
- |
-416- 21.26% |
$95.1K - $116K
|
1.54K
$451K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-419- 4.26% |
$95.8K - $117K
|
9.42K
$2.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-425- 0.73% |
$97.1K - $119K
|
57.8K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-426- 6.18% |
$97.4K - $119K
|
6.47K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-427- 16.82% |
$97.6K - $119K
|
2.11K
$618K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-427- 7.4% |
$97.6K - $119K
|
5.34K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-431- 0.82% |
$98.5K - $121K
|
52.3K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-437- 6.16% |
$99.9K - $122K
|
6.66K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-439- 28.38% |
$100K - $123K
|
1.11K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-440- 1.02% |
$101K - $123K
|
42.8K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-443- 22.42% |
$101K - $124K
|
1.53K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-450- 1.33% |
$103K - $126K
|
33.3K
$9.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-452- 1.56% |
$103K - $126K
|
28.5K
$8.34M
|