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 2,030 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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
262,158
shares
|
$69.5 Million
0.83% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
255,177
shares
|
$67.6 Million
5.33% of portfolio
|
Q2 2024
Added 60.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
250,797
shares
|
$66.5 Million
0.67% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
249,729
shares
|
$66.2 Million
1.68% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
247,758
shares
|
$65.7 Million
2.55% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
245,878
shares
|
$65.2 Million
1.46% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
236,431
shares
|
$62.7 Million
3.11% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
232,523
shares
|
$61.6 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
225,847
shares
|
$59.9 Million
13.74% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
224,395
shares
|
$59.5 Million
0.4% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
217,920
shares
|
$57.8 Million
0.81% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
210,808
shares
|
$55.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
202,349
shares
|
$53.6 Million
2.53% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
199,380
shares
|
$52.9 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
193,303
shares
|
$51.2 Million
2.27% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
193,233
shares
|
$51.2 Million
2.74% of portfolio
|
Q2 2022
Added 18.07%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Aug 08, 2024 Q2 2024 |
193,188
shares
|
$51.2 Million
11.23% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
192,645
shares
|
$51.1 Million
3.49% of portfolio
|
Q4 2022
Reduced 2.48%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
190,365
shares
|
$50.5 Million
10.49% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
180,850
shares
|
$47.9 Million
0.47% of portfolio
|
Q2 2024
Added 31.92%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
176,325
shares
|
$46.7 Million
10.31% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
174,365
shares
|
$46.2 Million
0.07% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
169,672
shares
|
$45 Million
6.92% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
167,230
shares
|
$44.3 Million
2.95% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
165,022
shares
|
$43.7 Million
2.23% of portfolio
|
Q2 2024
Added 1.43%
|