Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57M+ 7.0% |
$395M - $435M
|
24M
$6.75B
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24M+ 144527.8% |
$312M - $344M
|
1.24M
$349M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
860KNew |
$217M - $239M
|
860K
$242M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
562K+ 100.84% |
$142M - $156M
|
1.12M
$315M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
478K+ 2.67% |
$120M - $133M
|
18.4M
$5.17B
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
459K+ 7.92% |
$116M - $127M
|
6.25M
$1.76B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
435K+ 2.49% |
$109M - $121M
|
17.9M
$5.04B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
403K+ 14.51% |
$102M - $112M
|
3.18M
$897M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
358K+ 4.66% |
$90.1M - $99.4M
|
8.03M
$2.26B
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
325K+ 2219.28% |
$81.9M - $90.4M
|
340K
$95.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322K+ 25.21% |
$81M - $89.4M
|
1.6M
$450M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
287K+ 191.26% |
$72.3M - $79.8M
|
437K
$123M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
247K+ 11.32% |
$62.2M - $68.6M
|
2.43M
$684M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
204KNew |
$51.3M - $56.6M
|
204K
$57.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
190K+ 27.63% |
$47.9M - $52.9M
|
879K
$248M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
149K+ 10.68% |
$37.7M - $41.5M
|
1.55M
$437M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
135K+ 75.91% |
$34M - $37.5M
|
313K
$88.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
134KNew |
$33.7M - $37.1M
|
134K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125K+ 1.55% |
$31.6M - $34.8M
|
8.21M
$2.31B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 2.05% |
$31.3M - $34.6M
|
6.19M
$1.74B
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 18.61% |
$27M - $29.8M
|
683K
$193M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
96.2K+ 166.72% |
$24.2M - $26.7M
|
154K
$43.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
90.9K+ 974.01% |
$22.9M - $25.3M
|
100K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
90.5K+ 16.08% |
$22.8M - $25.2M
|
653K
$184M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
87.6K+ 3755.98% |
$22.1M - $24.4M
|
90K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
75.7K+ 122.03% |
$19.1M - $21M
|
138K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
75.2K+ 444.69% |
$18.9M - $20.9M
|
92.1K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71K+ 9.83% |
$17.9M - $19.7M
|
793K
$223M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.2K+ 0.41% |
$16.9M - $18.7M
|
16.6M
$4.69B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.4K+ 9.77% |
$16.2M - $17.9M
|
724K
$204M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
61.4K+ 1.1% |
$15.5M - $17.1M
|
5.62M
$1.59B
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60.3K+ 224.15% |
$15.2M - $16.7M
|
87.1K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53.3K+ 8.87% |
$13.4M - $14.8M
|
654K
$184M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
52.9KNew |
$13.3M - $14.7M
|
52.9K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
49.6KNew |
$12.5M - $13.8M
|
49.6K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
47.4K+ 220.77% |
$11.9M - $13.2M
|
68.9K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43K+ 7.49% |
$10.8M - $11.9M
|
617K
$174M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
42.5K+ 3216.5% |
$10.7M - $11.8M
|
43.8K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.4K+ 27.83% |
$10.7M - $11.8M
|
195K
$54.9M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
41.7K+ 3.2% |
$10.5M - $11.6M
|
1.35M
$379M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.5K+ 77.31% |
$10.5M - $11.5M
|
95.2K
$26.8M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
37.1K+ 2961.29% |
$9.35M - $10.3M
|
38.4K
$10.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
37K+ 658.63% |
$9.33M - $10.3M
|
42.7K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
36.5KNew |
$9.19M - $10.1M
|
36.5K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34.4K+ 1117.36% |
$8.67M - $9.57M
|
37.5K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34K+ 9.49% |
$8.57M - $9.46M
|
392K
$111M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 4.39% |
$8.42M - $9.3M
|
796K
$224M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.2K+ 100.21% |
$8.35M - $9.22M
|
66.3K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
32.5KNew |
$8.18M - $9.02M
|
32.5K
$9.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
30.4K+ 830.56% |
$7.65M - $8.44M
|
34K
$9.59M
|