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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.93K+ 16.55% |
$1.81M - $2.22M
|
55.9K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.85K+ 101.16% |
$1.79M - $2.2M
|
15.6K
$4.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.79K+ 56.77% |
$1.78M - $2.18M
|
21.5K
$6.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
7.71K+ 5277.4% |
$1.76M - $2.16M
|
7.85K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.7K+ 10.98% |
$1.76M - $2.16M
|
77.9K
$22.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.53K+ 12.67% |
$1.72M - $2.11M
|
66.9K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.51K+ 125.8% |
$1.72M - $2.1M
|
13.5K
$3.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.5K+ 26.56% |
$1.71M - $2.1M
|
35.7K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.45K+ 9.92% |
$1.7M - $2.08M
|
82.6K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.18K+ 26.33% |
$1.64M - $2.01M
|
34.4K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.13KNew |
$1.63M - $2M
|
7.13K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.1K+ 15.09% |
$1.62M - $1.99M
|
54.2K
$15.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.08K+ 10.09% |
$1.62M - $1.98M
|
77.2K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6.92K+ 479.17% |
$1.58M - $1.94M
|
8.37K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
6.92KNew |
$1.58M - $1.94M
|
6.92K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 251.88% |
$1.56M - $1.92M
|
9.56K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.76K+ 2.67% |
$1.55M - $1.89M
|
260K
$76.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
6.76K+ 14.18% |
$1.54M - $1.89M
|
54.4K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.74K+ 114.69% |
$1.54M - $1.89M
|
12.6K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.63K+ 6.02% |
$1.51M - $1.85M
|
117K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.47K+ 8.13% |
$1.48M - $1.81M
|
86K
$25.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.42K+ 7.11% |
$1.47M - $1.8M
|
96.7K
$28.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.41K+ 28.1% |
$1.47M - $1.79M
|
29.2K
$8.55M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.26K+ 20.93% |
$1.43M - $1.75M
|
36.1K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.2KNew |
$1.42M - $1.73M
|
6.2K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.14K+ 3.66% |
$1.4M - $1.72M
|
174K
$50.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.09K+ 2.64% |
$1.39M - $1.7M
|
237K
$69.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
6.07K+ 4.85% |
$1.39M - $1.7M
|
131K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6K+ 84.64% |
$1.37M - $1.68M
|
13.1K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.81K+ 5.22% |
$1.33M - $1.63M
|
117K
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.79K+ 7.75% |
$1.32M - $1.62M
|
80.5K
$23.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.78K+ 39.22% |
$1.32M - $1.62M
|
20.5K
$6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.71K+ 42.46% |
$1.3M - $1.6M
|
19.1K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.65K+ 11.09% |
$1.29M - $1.58M
|
56.6K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
5.6KNew |
$1.28M - $1.57M
|
5.6K
$1.64M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.56K+ 3.07% |
$1.27M - $1.56M
|
187K
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.52K+ 51.76% |
$1.26M - $1.55M
|
16.2K
$4.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.48K+ 8.36% |
$1.25M - $1.53M
|
71K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.47K+ 0.8% |
$1.25M - $1.53M
|
692K
$202M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5.42K+ 3.35% |
$1.24M - $1.52M
|
167K
$48.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.27K+ 18179.31% |
$1.2M - $1.48M
|
5.3K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.27K+ 1.48% |
$1.2M - $1.47M
|
361K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
5.19KNew |
$1.19M - $1.45M
|
5.19K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.14K+ 35.52% |
$1.17M - $1.44M
|
19.6K
$5.74M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.08K+ 184.65% |
$1.16M - $1.42M
|
7.83K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5KNew |
$1.14M - $1.4M
|
5K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
4.85K+ 8.19% |
$1.11M - $1.36M
|
64.1K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.82KNew |
$1.1M - $1.35M
|
4.82K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.82K+ 25.4% |
$1.1M - $1.35M
|
23.8K
$6.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.68K+ 30.18% |
$1.07M - $1.31M
|
20.2K
$5.9M
|