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 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
157+ 6.13% |
$39.5K - $43.6K
|
2.72K
$766K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
156+ 1.8% |
$39.3K - $43.4K
|
8.84K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
156+ 10.0% |
$39.3K - $43.4K
|
1.72K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
155New |
$39K - $43.1K
|
155
$43.7K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
155+ 14.33% |
$39K - $43.1K
|
1.24K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
151+ 10.8% |
$38K - $42K
|
1.55K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
151+ 11.34% |
$38K - $42K
|
1.48K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
150+ 10.37% |
$37.8K - $41.7K
|
1.6K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
149+ 18.06% |
$37.5K - $41.4K
|
974
$275K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
148+ 14.81% |
$37.3K - $41.1K
|
1.15K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
144+ 1.29% |
$36.3K - $40K
|
11.3K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
142+ 0.42% |
$35.8K - $39.5K
|
34K
$9.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
142+ 9.87% |
$35.8K - $39.5K
|
1.58K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
140+ 10.09% |
$35.3K - $38.9K
|
1.53K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
140+ 1.64% |
$35.3K - $38.9K
|
8.67K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
139+ 2.79% |
$35K - $38.6K
|
5.11K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
139+ 16.01% |
$35K - $38.6K
|
1.01K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
138+ 14.29% |
$34.8K - $38.4K
|
1.1K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
138New |
$34.8K - $38.4K
|
138
$38.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
137+ 13.12% |
$34.5K - $38.1K
|
1.18K
$333K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
137+ 4.84% |
$34.5K - $38.1K
|
2.97K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
136+ 3.92% |
$34.3K - $37.8K
|
3.61K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
136+ 6.59% |
$34.3K - $37.8K
|
2.2K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
136+ 3.91% |
$34.3K - $37.8K
|
3.61K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
135+ 6.28% |
$34K - $37.5K
|
2.29K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
135+ 5.36% |
$34K - $37.5K
|
2.65K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.83% |
$33.5K - $37K
|
7.4K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
132+ 0.64% |
$33.2K - $36.7K
|
20.7K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
132New |
$33.2K - $36.7K
|
132
$37.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
132+ 14.24% |
$33.2K - $36.7K
|
1.06K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
131+ 14.25% |
$33K - $36.4K
|
1.05K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
127+ 0.82% |
$32K - $35.3K
|
15.5K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
127+ 0.45% |
$32K - $35.3K
|
28.2K
$7.96M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
126+ 5.7% |
$31.7K - $35K
|
2.34K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
126+ 5.11% |
$31.7K - $35K
|
2.59K
$731K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
125+ 7.03% |
$31.5K - $34.7K
|
1.9K
$536K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
123+ 13.2% |
$31K - $34.2K
|
1.06K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
123+ 12.58% |
$31K - $34.2K
|
1.1K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
121+ 4.07% |
$30.5K - $33.6K
|
3.09K
$871K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
117+ 0.46% |
$29.5K - $32.5K
|
25.7K
$7.24M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
114+ 4.18% |
$28.7K - $31.7K
|
2.84K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
113+ 8.04% |
$28.5K - $31.4K
|
1.52K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
113+ 6.73% |
$28.5K - $31.4K
|
1.79K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
112+ 2.81% |
$28.2K - $31.1K
|
4.1K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
111+ 4.21% |
$28K - $30.9K
|
2.75K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
110+ 8.94% |
$27.7K - $30.6K
|
1.34K
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
109+ 7.72% |
$27.5K - $30.3K
|
1.52K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
109+ 8.4% |
$27.5K - $30.3K
|
1.41K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
107+ 6.79% |
$27K - $29.7K
|
1.68K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
106+ 0.26% |
$26.7K - $29.5K
|
41.5K
$11.7M
|