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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
29,553
shares
|
$7.83 Million
1.44% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
29,551
shares
|
$7.83 Million
0.49% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
29,540
shares
|
$7.83 Million
2.35% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
29,502
shares
|
$7.82 Million
4.83% of portfolio
|
Q2 2024
Reduced 16.21%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
29,466
shares
|
$7.81 Million
3.45% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
29,450
shares
|
$7.81 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
28,993
shares
|
$7.69 Million
0.73% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
28,967
shares
|
$7.68 Million
2.92% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
28,889
shares
|
$7.66 Million
1.03% of portfolio
|
Q2 2024
Added 11.92%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
28,773
shares
|
$7.63 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.4%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
28,465
shares
|
$7.55 Million
0.85% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
28,271
shares
|
$7.49 Million
0.14% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
28,206
shares
|
$7.48 Million
0.36% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
28,137
shares
|
$7.46 Million
0.74% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,120
shares
|
$7.45 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
27,700
shares
|
$7.34 Million
2.51% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
27,591
shares
|
$7.31 Million
0.06% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
27,547
shares
|
$7.3 Million
0.26% of portfolio
|
Q3 2021
Added 0.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,465
shares
|
$7.28 Million
0.22% of portfolio
|
Q2 2020
Reduced 22.2%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
27,412
shares
|
$7.27 Million
1.8% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
27,389
shares
|
$7.26 Million
4.46% of portfolio
|
Q4 2023
Added 4.26%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
27,362
shares
|
$7.25 Million
0.54% of portfolio
|
Q2 2024
Added 9.22%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
27,006
shares
|
$7.16 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
26,965
shares
|
$7.15 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
26,937
shares
|
$7.14 Million
2.63% of portfolio
|
Q3 2024
Added 45.79%
|