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 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-452- 10.2% |
$103K - $126K
|
3.98K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-455- 0.78% |
$104K - $127K
|
58.1K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-455- 10.68% |
$104K - $127K
|
3.81K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-457- 9.58% |
$104K - $128K
|
4.32K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-457- 1.7% |
$104K - $128K
|
26.4K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-457- 7.68% |
$104K - $128K
|
5.49K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-458- 40.39% |
$105K - $128K
|
676
$198K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-460- 23.77% |
$105K - $129K
|
1.48K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-462- 6.99% |
$106K - $129K
|
6.15K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-466- 1.33% |
$106K - $130K
|
34.5K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-466- 21.57% |
$106K - $130K
|
1.69K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-478- 17.5% |
$109K - $134K
|
2.25K
$659K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-478- 10.46% |
$109K - $134K
|
4.09K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-485- 15.8% |
$111K - $136K
|
2.58K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-491- 1.49% |
$112K - $137K
|
32.4K
$9.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-493- 5.36% |
$113K - $138K
|
8.7K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-495- 6.53% |
$113K - $139K
|
7.08K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 1.93% |
$113K - $139K
|
25.2K
$7.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-496- 0.77% |
$113K - $139K
|
64.2K
$18.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-500- 18.66% |
$114K - $140K
|
2.18K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-504- 1.23% |
$115K - $141K
|
40.6K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-506- 15.92% |
$116K - $142K
|
2.67K
$782K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-507- 0.39% |
$116K - $142K
|
128K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-507- 35.86% |
$116K - $142K
|
907
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-512- 7.42% |
$117K - $143K
|
6.39K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-514- 0.94% |
$117K - $144K
|
54.1K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-518- 0.42% |
$118K - $145K
|
122K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-518- 1.23% |
$118K - $145K
|
41.7K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-520- 10.25% |
$119K - $146K
|
4.55K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-521- 37.37% |
$119K - $146K
|
873
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-522- 12.89% |
$119K - $146K
|
3.53K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-528- 5.68% |
$121K - $148K
|
8.76K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-533- 0.57% |
$122K - $149K
|
92.9K
$27.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-534- 8.19% |
$122K - $149K
|
5.98K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-537- 7.78% |
$123K - $150K
|
6.36K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-544- 3.84% |
$124K - $152K
|
13.6K
$3.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-548- 3.41% |
$125K - $153K
|
15.5K
$4.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549- 3.88% |
$125K - $154K
|
13.6K
$3.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-551- 0.6% |
$126K - $154K
|
91.6K
$26.8M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-561- 8.6% |
$128K - $157K
|
5.96K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-563- 40.56% |
$129K - $158K
|
825
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-564- 32.98% |
$129K - $158K
|
1.15K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-565- 27.32% |
$129K - $158K
|
1.5K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-565- 88.7% |
$129K - $158K
|
72
$21.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-571- 14.34% |
$130K - $160K
|
3.41K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-574- 5.28% |
$131K - $161K
|
10.3K
$3.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-584- 4.38% |
$133K - $163K
|
12.8K
$3.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-585- 20.12% |
$134K - $164K
|
2.32K
$680K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-588- 12.35% |
$134K - $165K
|
4.17K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-597- 3.9% |
$136K - $167K
|
14.7K
$4.31M
|