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 2,092 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $45.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
5,435
shares
|
$1.44 Million
0.37% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,434
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
5,423
shares
|
$1.43 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
5,398
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
5,396
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2024
Added 70.17%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,380
shares
|
$1.42 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
5,354
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,347
shares
|
$1.41 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
5,328
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
5,312
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
5,255
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,218
shares
|
$1.38 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
5,213
shares
|
$1.38 Million
1.08% of portfolio
|
Q1 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2021
Added 3.02%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,171
shares
|
$1.37 Million
0.12% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
5,158
shares
|
$1.36 Million
0.36% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
5,148
shares
|
$1.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,146
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,137
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
5,121
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5,119
shares
|
$1.35 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,115
shares
|
$1.35 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
5,098
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
5,096
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,095
shares
|
$1.35 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.45%
|