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
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.17K+ 23.37% |
$268K - $329K
|
6.2K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.32% |
$267K - $327K
|
51.6K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
1.16KNew |
$266K - $325K
|
1.16K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.16K+ 12.52% |
$264K - $323K
|
10.4K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.15K+ 2.48% |
$263K - $322K
|
47.6K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15K+ 3.2% |
$262K - $321K
|
37K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.15KNew |
$262K - $321K
|
1.15K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.14K+ 7.58% |
$261K - $320K
|
16.2K
$4.75M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13K+ 76.24% |
$257K - $315K
|
2.6K
$762K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
$256K - $314K
|
1.12K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.12K+ 1.16% |
$256K - $313K
|
97.6K
$28.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 36.07% |
$255K - $312K
|
4.21K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.12KNew |
$255K - $312K
|
1.12K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.11K+ 2.78% |
$255K - $312K
|
41.1K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.11KNew |
$254K - $311K
|
1.11K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.11KNew |
$253K - $309K
|
1.11K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 3.1% |
$252K - $308K
|
36.7K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.08KNew |
$247K - $303K
|
1.08K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.08K+ 3.02% |
$247K - $303K
|
36.9K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.08K+ 18.22% |
$247K - $302K
|
7.01K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.07KNew |
$245K - $299K
|
1.07K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.06KNew |
$242K - $296K
|
1.06K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 10.02% |
$241K - $295K
|
11.6K
$3.39M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.05K+ 3.62% |
$240K - $294K
|
30.1K
$8.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.04K+ 13.11% |
$239K - $292K
|
9.01K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.04K+ 6.62% |
$238K - $292K
|
16.8K
$4.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.04K+ 3.8% |
$238K - $292K
|
28.5K
$8.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.03K+ 28.25% |
$236K - $289K
|
4.69K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.03K+ 9372.73% |
$236K - $289K
|
1.04K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.03KNew |
$234K - $287K
|
1.03K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.02KNew |
$234K - $286K
|
1.02K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 16.44% |
$232K - $284K
|
7.18K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.01K+ 0.73% |
$232K - $283K
|
141K
$41.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 65.19% |
$229K - $281K
|
2.54K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1K+ 28.28% |
$229K - $281K
|
4.55K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1KNew |
$229K - $280K
|
1K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
997+ 4.21% |
$228K - $279K
|
24.7K
$7.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
990+ 14.49% |
$226K - $277K
|
7.82K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
987+ 77.47% |
$226K - $276K
|
2.26K
$661K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
983+ 1.46% |
$225K - $275K
|
68.2K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
983+ 13.46% |
$225K - $275K
|
8.29K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
975+ 31.7% |
$223K - $273K
|
4.05K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
975+ 6.44% |
$223K - $273K
|
16.1K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
971+ 2.96% |
$222K - $272K
|
33.7K
$9.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
971+ 9.43% |
$222K - $272K
|
11.3K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
968New |
$221K - $271K
|
968
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
966+ 103.65% |
$221K - $270K
|
1.9K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
965+ 12.21% |
$221K - $270K
|
8.87K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
963+ 1.54% |
$220K - $269K
|
63.7K
$18.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
962+ 7.15% |
$220K - $269K
|
14.4K
$4.22M
|