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
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.14K+ 372.36% |
$717K - $878K
|
3.98K
$1.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.06KNew |
$700K - $857K
|
3.06K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.02K+ 32.24% |
$690K - $845K
|
12.4K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.93KNew |
$670K - $820K
|
2.93K
$858K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.88KNew |
$658K - $805K
|
2.88K
$842K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.88KNew |
$657K - $805K
|
2.88K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.76K+ 52.18% |
$631K - $773K
|
8.06K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.74K+ 1.5% |
$626K - $766K
|
185K
$54.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.73K+ 9.47% |
$623K - $763K
|
31.5K
$9.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.73K+ 4.97% |
$623K - $763K
|
57.6K
$16.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.72KNew |
$622K - $762K
|
2.72K
$796K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.69KNew |
$615K - $754K
|
2.69K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.01% |
$614K - $751K
|
136K
$39.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.68K+ 2.63% |
$611K - $749K
|
105K
$30.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.67K+ 4.06% |
$609K - $746K
|
68.4K
$20M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.67K+ 1.78% |
$609K - $746K
|
152K
$44.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.62K+ 35.25% |
$600K - $734K
|
10.1K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.62K+ 40.72% |
$598K - $733K
|
9.05K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.62K+ 310.44% |
$598K - $732K
|
3.46K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.56K+ 2.03% |
$584K - $715K
|
128K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.53K+ 37.5% |
$579K - $709K
|
9.28K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.53K+ 58.16% |
$578K - $707K
|
6.88K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 47.32% |
$571K - $700K
|
7.78K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$571K - $699K
|
2.5K
$731K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.5K+ 4.92% |
$570K - $698K
|
53.2K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.47KNew |
$565K - $692K
|
2.47K
$724K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.47K+ 5.2% |
$564K - $690K
|
49.9K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.45K+ 5.57% |
$559K - $685K
|
46.4K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.44K+ 5.19% |
$558K - $684K
|
49.5K
$14.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
2.42K+ 20.11% |
$553K - $677K
|
14.4K
$4.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.41K+ 9.78% |
$552K - $676K
|
27.1K
$7.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.33K+ 77.53% |
$533K - $653K
|
5.34K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.33K+ 5.06% |
$531K - $651K
|
48.3K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 18.58% |
$531K - $650K
|
14.8K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
2.31K+ 4.43% |
$528K - $647K
|
54.5K
$15.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.31K+ 5.63% |
$527K - $646K
|
43.3K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1403.07% |
$523K - $640K
|
2.45K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.24K+ 30.55% |
$511K - $626K
|
9.56K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.23K+ 10.05% |
$509K - $623K
|
24.4K
$7.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.23K+ 7.09% |
$509K - $623K
|
33.6K
$9.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.22K+ 6.0% |
$506K - $620K
|
39.1K
$11.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.21K+ 29.87% |
$506K - $619K
|
9.62K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.18K+ 16.03% |
$499K - $611K
|
15.8K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.18K+ 5.28% |
$497K - $609K
|
43.4K
$12.7M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.13K+ 6.76% |
$488K - $597K
|
33.7K
$9.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 0.59% |
$483K - $592K
|
358K
$105M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.11K+ 3.23% |
$482K - $590K
|
67.4K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.1K+ 41.09% |
$480K - $588K
|
7.21K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
2.1K+ 68.5% |
$480K - $588K
|
5.17K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.1K+ 8.49% |
$479K - $587K
|
26.8K
$7.84M
|