Purchases and Sales Made in Q3 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
107+ 16.93% |
$29.9K - $31.4K
|
739
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
106+ 0.31% |
$29.7K - $31.1K
|
34.6K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
106+ 13.64% |
$29.7K - $31.1K
|
883
$258K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
105+ 52.24% |
$29.4K - $30.8K
|
306
$89.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
104+ 1.51% |
$29.1K - $30.5K
|
6.98K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
100+ 1.69% |
$28K - $29.4K
|
6.02K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 2.6% |
$28K - $29.4K
|
3.95K
$1.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
99+ 1.03% |
$27.7K - $29.1K
|
9.74K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
99+ 1.04% |
$27.7K - $29.1K
|
9.66K
$2.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
98+ 2.35% |
$27.4K - $28.8K
|
4.27K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
97+ 6.23% |
$27.1K - $28.5K
|
1.65K
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
92+ 5.03% |
$25.7K - $27K
|
1.92K
$562K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
90+ 0.72% |
$25.2K - $26.4K
|
12.6K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
87+ 0.14% |
$24.3K - $25.6K
|
64.2K
$18.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
86+ 1.35% |
$24.1K - $25.3K
|
6.45K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
84+ 8.22% |
$23.5K - $24.7K
|
1.11K
$324K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
83+ 5.76% |
$23.2K - $24.4K
|
1.53K
$446K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
83+ 2.95% |
$23.2K - $24.4K
|
2.89K
$847K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
81+ 2.62% |
$22.7K - $23.8K
|
3.17K
$929K
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
75+ 0.84% |
$21K - $22K
|
9.03K
$2.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
75+ 0.48% |
$21K - $22K
|
15.6K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
72+ 2.27% |
$20.1K - $21.1K
|
3.25K
$949K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
71+ 2.62% |
$19.9K - $20.9K
|
2.78K
$814K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
70+ 9.55% |
$19.6K - $20.6K
|
803
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
69+ 0.7% |
$19.3K - $20.3K
|
9.96K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
67+ 0.57% |
$18.7K - $19.7K
|
11.9K
$3.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
67+ 35.64% |
$18.7K - $19.7K
|
255
$74.6K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
67+ 0.46% |
$18.7K - $19.7K
|
14.8K
$4.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67+ 0.32% |
$18.7K - $19.7K
|
20.8K
$6.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
66+ 103.13% |
$18.5K - $19.4K
|
130
$38K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
60+ 1.9% |
$16.8K - $17.6K
|
3.22K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
57+ 1.75% |
$16K - $16.7K
|
3.32K
$971K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
57+ 6.41% |
$16K - $16.7K
|
946
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
55+ 4.91% |
$15.4K - $16.2K
|
1.18K
$344K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
54+ 2.83% |
$15.1K - $15.9K
|
1.96K
$573K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
50+ 0.35% |
$14K - $14.7K
|
14.4K
$4.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
49+ 1.28% |
$13.7K - $14.4K
|
3.88K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
47New |
$13.2K - $13.8K
|
47
$13.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
45+ 0.82% |
$12.6K - $13.2K
|
5.54K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
45+ 0.55% |
$12.6K - $13.2K
|
8.21K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
41+ 1.65% |
$11.5K - $12K
|
2.53K
$741K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
41+ 0.22% |
$11.5K - $12K
|
18.5K
$5.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
40New |
$11.2K - $11.7K
|
40
$11.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.39% |
$10.6K - $11.2K
|
9.66K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.6% |
$10.6K - $11.2K
|
6.4K
$1.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
37+ 0.13% |
$10.4K - $10.9K
|
27.9K
$8.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.34% |
$10.4K - $10.9K
|
11K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
37+ 0.89% |
$10.4K - $10.9K
|
4.18K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 0.09% |
$10.1K - $10.6K
|
41.2K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35+ 0.97% |
$9.79K - $10.3K
|
3.66K
$1.07M
|