Institutional Ownership Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO). We have compiled data on the 2,034 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
31,862
shares
|
$8.45 Million
1.57% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
31,778
shares
|
$8.42 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
31,308
shares
|
$8.3 Million
0.83% of portfolio
|
Q2 2024
Reduced 27.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
31,271
shares
|
$8.29 Million
3.27% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
31,169
shares
|
$8.26 Million
8.77% of portfolio
|
Q3 2022
Added 1.71%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 28, 2024 Q3 2024 |
31,157
shares
|
$8.26 Million
6.3% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
30,843
shares
|
$8.18 Million
0.6% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
30,759
shares
|
$8.15 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
30,758
shares
|
$8.15 Million
0.19% of portfolio
|
Q2 2024
Added 41.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
30,720
shares
|
$8.14 Million
0.79% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
30,540
shares
|
$8.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,524
shares
|
$8.09 Million
0.08% of portfolio
|
Q2 2024
Reduced 11.47%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
30,425
shares
|
$8.07 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
30,381
shares
|
$8.05 Million
0.07% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
30,337
shares
|
$8.04 Million
0.51% of portfolio
|
Q3 2024
Added 134.99%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
30,318
shares
|
$8.04 Million
2.17% of portfolio
|
Q2 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
30,201
shares
|
$8.01 Million
7.39% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
30,068
shares
|
$7.97 Million
0.77% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
30,010
shares
|
$7.96 Million
1.84% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
29,839
shares
|
$7.91 Million
0.95% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
29,823
shares
|
$7.91 Million
3.2% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
29,793
shares
|
$7.9 Million
10.04% of portfolio
|
Q1 2023
Reduced 70.2%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
29,702
shares
|
$7.87 Million
1.83% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
29,601
shares
|
$7.85 Million
0.15% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
29,588
shares
|
$7.84 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.01%
|