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 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
311+ 27.69% |
$78.3K - $86.4K
|
1.43K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
310+ 4.38% |
$78.1K - $86.2K
|
7.39K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
310+ 13.15% |
$78.1K - $86.2K
|
2.67K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
306+ 6.96% |
$77.1K - $85.1K
|
4.71K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
301+ 9.52% |
$75.8K - $83.7K
|
3.46K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
301+ 4.18% |
$75.8K - $83.7K
|
7.5K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
299+ 17.86% |
$75.3K - $83.1K
|
1.97K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
298+ 5.75% |
$75.1K - $82.8K
|
5.48K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
296+ 1.76% |
$74.6K - $82.3K
|
17.1K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
296+ 0.81% |
$74.6K - $82.3K
|
36.9K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
293+ 1.16% |
$73.8K - $81.4K
|
25.5K
$7.19M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
292+ 2.3% |
$73.5K - $81.2K
|
13K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
292New |
$73.5K - $81.2K
|
292
$82.3K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
292+ 7.12% |
$73.5K - $81.2K
|
4.4K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
290+ 1.02% |
$73K - $80.6K
|
28.7K
$8.1M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
290+ 37.37% |
$73K - $80.6K
|
1.07K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
289+ 8.79% |
$72.8K - $80.3K
|
3.58K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
285+ 4.38% |
$71.8K - $79.2K
|
6.8K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
285+ 16.64% |
$71.8K - $79.2K
|
2K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
282+ 15.36% |
$71K - $78.4K
|
2.12K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
280+ 11.39% |
$70.5K - $77.8K
|
2.74K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
279+ 25.02% |
$70.3K - $77.5K
|
1.39K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
277+ 0.18% |
$69.8K - $77K
|
155K
$43.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
276+ 2.73% |
$69.5K - $76.7K
|
10.4K
$2.93M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
276+ 3.0% |
$69.5K - $76.7K
|
9.46K
$2.67M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
273+ 0.05% |
$68.8K - $75.9K
|
517K
$146M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
269+ 19.81% |
$67.8K - $74.8K
|
1.63K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
262+ 1.45% |
$66K - $72.8K
|
18.3K
$5.16M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
261+ 4.37% |
$65.7K - $72.5K
|
6.24K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
260+ 4.0% |
$65.5K - $72.3K
|
6.76K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
256+ 8.8% |
$64.5K - $71.2K
|
3.17K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
250+ 3.27% |
$63K - $69.5K
|
7.91K
$2.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
248+ 0.14% |
$62.5K - $68.9K
|
180K
$50.9M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
247+ 3.76% |
$62.2K - $68.7K
|
6.81K
$1.92M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
245+ 14.88% |
$61.7K - $68.1K
|
1.89K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
244+ 2.93% |
$61.5K - $67.8K
|
8.56K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
242+ 3.46% |
$61K - $67.3K
|
7.23K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
242+ 12.37% |
$61K - $67.3K
|
2.2K
$620K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
241+ 3.62% |
$60.7K - $67K
|
6.89K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
240+ 8.04% |
$60.4K - $66.7K
|
3.22K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
233+ 221.9% |
$58.7K - $64.8K
|
338
$95.3K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
232New |
$58.4K - $64.5K
|
232
$65.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
230+ 0.31% |
$57.9K - $63.9K
|
75.5K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
228+ 4.22% |
$57.4K - $63.4K
|
5.63K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
228+ 27.57% |
$57.4K - $63.4K
|
1.06K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
227+ 4.73% |
$57.2K - $63.1K
|
5.02K
$1.42M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
226+ 1.21% |
$56.9K - $62.8K
|
18.9K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
225+ 9.74% |
$56.7K - $62.5K
|
2.54K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
221+ 11.42% |
$55.7K - $61.4K
|
2.16K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
219+ 4.24% |
$55.2K - $60.9K
|
5.39K
$1.52M
|