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 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
216+ 9.13% |
$54.4K - $60K
|
2.58K
$728K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
211+ 22.86% |
$53.1K - $58.6K
|
1.13K
$320K
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
210+ 12.84% |
$52.9K - $58.4K
|
1.85K
$520K
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
209+ 13.55% |
$52.6K - $58.1K
|
1.75K
$494K
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
206+ 0.84% |
$51.9K - $57.3K
|
24.7K
$6.96M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
202+ 6.04% |
$50.9K - $56.1K
|
3.55K
$1M
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
202New |
$50.9K - $56.1K
|
202
$56.9K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
201+ 2.46% |
$50.6K - $55.9K
|
8.38K
$2.36M
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
201+ 2.73% |
$50.6K - $55.9K
|
7.57K
$2.13M
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
200+ 0.24% |
$50.4K - $55.6K
|
84.5K
$23.8M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
200+ 1.0% |
$50.4K - $55.6K
|
20.2K
$5.69M
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
200+ 8.27% |
$50.4K - $55.6K
|
2.62K
$738K
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
198+ 0.87% |
$49.9K - $55K
|
22.9K
$6.46M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
192+ 5.18% |
$48.4K - $53.4K
|
3.9K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
192+ 1.84% |
$48.4K - $53.4K
|
10.6K
$3M
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
191+ 0.37% |
$48.1K - $53.1K
|
52K
$14.7M
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
190+ 6.9% |
$47.9K - $52.8K
|
2.94K
$830K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
188+ 4.65% |
$47.4K - $52.3K
|
4.23K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
188+ 7.27% |
$47.4K - $52.3K
|
2.77K
$782K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
187New |
$47.1K - $52K
|
187
$52.7K
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
187+ 2.08% |
$47.1K - $52K
|
9.2K
$2.59M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
187+ 2337.5% |
$47.1K - $52K
|
195
$55K
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
185+ 22.53% |
$46.6K - $51.4K
|
1.01K
$284K
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
185+ 9.1% |
$46.6K - $51.4K
|
2.22K
$625K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
182+ 7.56% |
$45.8K - $50.6K
|
2.59K
$730K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
182+ 26.84% |
$45.8K - $50.6K
|
860
$242K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
182+ 20.99% |
$45.8K - $50.6K
|
1.05K
$296K
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
180+ 7.7% |
$45.3K - $50K
|
2.52K
$710K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
180+ 0.31% |
$45.3K - $50K
|
58.2K
$16.4M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
180+ 9.92% |
$45.3K - $50K
|
1.99K
$562K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
179+ 0.19% |
$45.1K - $49.8K
|
93.3K
$26.3M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
178+ 3.12% |
$44.8K - $49.5K
|
5.88K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
178+ 0.77% |
$44.8K - $49.5K
|
23.2K
$6.55M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
177+ 5.58% |
$44.6K - $49.2K
|
3.35K
$944K
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
175+ 1.1% |
$44.1K - $48.6K
|
16.1K
$4.53M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
173+ 0.98% |
$43.6K - $48.1K
|
17.9K
$5.04M
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
173+ 0.25% |
$43.6K - $48.1K
|
68.4K
$19.3M
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
171+ 56.25% |
$43.1K - $47.5K
|
475
$134K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
170+ 6.98% |
$42.8K - $47.3K
|
2.61K
$734K
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
170+ 4.77% |
$42.8K - $47.3K
|
3.73K
$1.05M
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
167+ 0.35% |
$42.1K - $46.4K
|
47.6K
$13.4M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
166+ 1.25% |
$41.8K - $46.1K
|
13.4K
$3.79M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
165+ 2.73% |
$41.6K - $45.9K
|
6.21K
$1.75M
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
165New |
$41.6K - $45.9K
|
165
$46.5K
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
163+ 1.0% |
$41.1K - $45.3K
|
16.4K
$4.63M
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
163+ 2.05% |
$41.1K - $45.3K
|
8.13K
$2.29M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
163+ 1.92% |
$41.1K - $45.3K
|
8.67K
$2.44M
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
161+ 4.49% |
$40.6K - $44.7K
|
3.75K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
160+ 2.61% |
$40.3K - $44.5K
|
6.29K
$1.77M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
159+ 8.75% |
$40K - $44.2K
|
1.98K
$557K
|