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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
586+ 8.39% |
$148K - $163K
|
7.57K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
586+ 1.83% |
$148K - $163K
|
32.6K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
581+ 1.43% |
$146K - $161K
|
41.1K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
580+ 3.43% |
$146K - $161K
|
17.5K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
576+ 6.11% |
$145K - $160K
|
10K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
574+ 109.54% |
$145K - $160K
|
1.1K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
571+ 1.53% |
$144K - $159K
|
37.9K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
570+ 11.73% |
$144K - $158K
|
5.43K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
570+ 0.69% |
$144K - $158K
|
83K
$23.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
569+ 5.88% |
$143K - $158K
|
10.2K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
565+ 784.72% |
$142K - $157K
|
637
$180K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
560+ 12.36% |
$141K - $156K
|
5.09K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
552+ 6.56% |
$139K - $153K
|
8.97K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
549New |
$138K - $153K
|
549
$155K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
549+ 53.09% |
$138K - $153K
|
1.58K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
548+ 20.87% |
$138K - $152K
|
3.17K
$895K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
539+ 17.63% |
$136K - $150K
|
3.6K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
537+ 2.65% |
$135K - $149K
|
20.8K
$5.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
532+ 11.65% |
$134K - $148K
|
5.1K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
529+ 28.63% |
$133K - $147K
|
2.38K
$670K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
528+ 61.4% |
$133K - $147K
|
1.39K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
528+ 21.68% |
$133K - $147K
|
2.96K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
525+ 45.38% |
$132K - $146K
|
1.68K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
520+ 8.79% |
$131K - $145K
|
6.44K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
517+ 5.44% |
$130K - $144K
|
10K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
516+ 1.87% |
$130K - $143K
|
28.1K
$7.91M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
514+ 59.08% |
$129K - $143K
|
1.38K
$390K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
511+ 1.9% |
$129K - $142K
|
27.5K
$7.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
510+ 4.2% |
$128K - $142K
|
12.7K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
502+ 4.84% |
$126K - $140K
|
10.9K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
497+ 6.46% |
$125K - $138K
|
8.19K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
488+ 5.54% |
$123K - $136K
|
9.29K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
486+ 21.21% |
$122K - $135K
|
2.78K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
486+ 11.52% |
$122K - $135K
|
4.71K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
485+ 99.59% |
$122K - $135K
|
972
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
481+ 6.9% |
$121K - $134K
|
7.45K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
481+ 4.94% |
$121K - $134K
|
10.2K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
478+ 3.01% |
$120K - $133K
|
16.4K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
477+ 3.49% |
$120K - $133K
|
14.1K
$3.99M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
473+ 20.96% |
$119K - $131K
|
2.73K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
472+ 1.04% |
$119K - $131K
|
45.7K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
472+ 9.32% |
$119K - $131K
|
5.53K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
472+ 1.98% |
$119K - $131K
|
24.3K
$6.86M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
471+ 32.91% |
$119K - $131K
|
1.9K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
470+ 28.55% |
$118K - $131K
|
2.12K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
468New |
$118K - $130K
|
468
$132K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
467+ 4.82% |
$118K - $130K
|
10.2K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
457+ 1757.69% |
$115K - $127K
|
483
$136K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
450New |
$113K - $125K
|
450
$127K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
450+ 40.87% |
$113K - $125K
|
1.55K
$437K
|