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 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
104New |
$26.2K - $28.9K
|
104
$29.3K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
103+ 0.22% |
$25.9K - $28.6K
|
46.9K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
101+ 9.71% |
$25.4K - $28.1K
|
1.14K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
101+ 8.57% |
$25.4K - $28.1K
|
1.28K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
101+ 7.73% |
$25.4K - $28.1K
|
1.41K
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
100+ 1.52% |
$25.2K - $27.8K
|
6.66K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
100+ 0.94% |
$25.2K - $27.8K
|
10.8K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
99+ 5.26% |
$24.9K - $27.5K
|
1.98K
$558K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
99+ 1.05% |
$24.9K - $27.5K
|
9.57K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
99+ 5.82% |
$24.9K - $27.5K
|
1.8K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
99+ 5.15% |
$24.9K - $27.5K
|
2.02K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
99+ 5.57% |
$24.9K - $27.5K
|
1.88K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
98+ 0.15% |
$24.7K - $27.2K
|
65.1K
$18.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
97+ 4.22% |
$24.4K - $27K
|
2.39K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
97+ 2.78% |
$24.4K - $27K
|
3.59K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
95+ 0.99% |
$23.9K - $26.4K
|
9.74K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
93+ 2.43% |
$23.4K - $25.8K
|
3.92K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
92+ 14.65% |
$23.2K - $25.6K
|
720
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
91+ 1.07% |
$22.9K - $25.3K
|
8.56K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
91+ 0.76% |
$22.9K - $25.3K
|
12K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
91+ 10.54% |
$22.9K - $25.3K
|
954
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 0.89% |
$22.7K - $25K
|
10.2K
$2.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
89+ 3.46% |
$22.4K - $24.7K
|
2.66K
$749K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
89+ 2.04% |
$22.4K - $24.7K
|
4.45K
$1.25M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
88+ 0.53% |
$22.2K - $24.5K
|
16.5K
$4.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
88+ 5.61% |
$22.2K - $24.5K
|
1.66K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86+ 1.27% |
$21.7K - $23.9K
|
6.84K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
85+ 1.4% |
$21.4K - $23.6K
|
6.16K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.6% |
$21.4K - $23.6K
|
14.2K
$4M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
85+ 6.61% |
$21.4K - $23.6K
|
1.37K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
84+ 4.16% |
$21.2K - $23.3K
|
2.1K
$592K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 4150.0% |
$20.9K - $23.1K
|
85
$24K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
82+ 2.02% |
$20.7K - $22.8K
|
4.15K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
82+ 1.25% |
$20.7K - $22.8K
|
6.64K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
82New |
$20.7K - $22.8K
|
82
$23.1K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81+ 1.33% |
$20.4K - $22.5K
|
6.18K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
81+ 5.4% |
$20.4K - $22.5K
|
1.58K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
81+ 6.11% |
$20.4K - $22.5K
|
1.41K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
80+ 0.12% |
$20.1K - $22.2K
|
67.2K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
80+ 0.48% |
$20.1K - $22.2K
|
16.9K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
80+ 2.04% |
$20.1K - $22.2K
|
4K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
79+ 4.59% |
$19.9K - $22K
|
1.8K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
78+ 6.1% |
$19.6K - $21.7K
|
1.36K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
75+ 0.67% |
$18.9K - $20.8K
|
11.2K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
75+ 1.84% |
$18.9K - $20.8K
|
4.15K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
74+ 6.65% |
$18.6K - $20.6K
|
1.19K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
71+ 1.17% |
$17.9K - $19.7K
|
6.14K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
71+ 8.11% |
$17.9K - $19.7K
|
947
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
70New |
$17.6K - $19.5K
|
70
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
70+ 6.1% |
$17.6K - $19.5K
|
1.22K
$343K
|