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
|
Capital Performance Advisors LLP
|
BUY
|
- |
69+ 7.5% |
$17.4K - $19.2K
|
989
$279K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
69+ 2.38% |
$17.4K - $19.2K
|
2.97K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
68+ 0.42% |
$17.1K - $18.9K
|
16.2K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
67+ 83.75% |
$16.9K - $18.6K
|
147
$41.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
67New |
$16.9K - $18.6K
|
67
$18.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
65+ 6.78% |
$16.4K - $18.1K
|
1.02K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
65+ 16.46% |
$16.4K - $18.1K
|
460
$130K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
65+ 0.67% |
$16.4K - $18.1K
|
9.74K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
65+ 5.31% |
$16.4K - $18.1K
|
1.29K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
65+ 2.53% |
$16.4K - $18.1K
|
2.63K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
64+ 2.39% |
$16.1K - $17.8K
|
2.75K
$774K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
64+ 5.43% |
$16.1K - $17.8K
|
1.24K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
64+ 2.23% |
$16.1K - $17.8K
|
2.93K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
64+ 4.41% |
$16.1K - $17.8K
|
1.52K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
64+ 2.13% |
$16.1K - $17.8K
|
3.07K
$865K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
64+ 6.39% |
$16.1K - $17.8K
|
1.07K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
63+ 3.48% |
$15.9K - $17.5K
|
1.87K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.6% |
$15.9K - $17.5K
|
10.5K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 2.72% |
$15.9K - $17.5K
|
2.38K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
62+ 0.32% |
$15.6K - $17.2K
|
19.3K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
61New |
$15.4K - $17K
|
61
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
61+ 1.11% |
$15.4K - $17K
|
5.54K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
58+ 5.02% |
$14.6K - $16.1K
|
1.21K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
57+ 0.43% |
$14.4K - $15.8K
|
13.2K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
57+ 7.76% |
$14.4K - $15.8K
|
792
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
56+ 1.22% |
$14.1K - $15.6K
|
4.65K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
56+ 5.38% |
$14.1K - $15.6K
|
1.1K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
56+ 0.88% |
$14.1K - $15.6K
|
6.39K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
56+ 3.59% |
$14.1K - $15.6K
|
1.62K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
54+ 4.43% |
$13.6K - $15K
|
1.27K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
54+ 2.9% |
$13.6K - $15K
|
1.91K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 0.42% |
$13.3K - $14.7K
|
12.6K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
52New |
$13.1K - $14.5K
|
52
$14.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 3.83% |
$13.1K - $14.5K
|
1.41K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
51+ 3.56% |
$12.8K - $14.2K
|
1.48K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 0.34% |
$12.6K - $13.9K
|
14.9K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50+ 1.82% |
$12.6K - $13.9K
|
2.79K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50+ 1.78% |
$12.6K - $13.9K
|
2.86K
$805K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
49+ 0.26% |
$12.3K - $13.6K
|
18.5K
$5.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
49+ 1.0% |
$12.3K - $13.6K
|
4.97K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
49+ 0.15% |
$12.3K - $13.6K
|
31.8K
$8.96M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
49New |
$12.3K - $13.6K
|
49
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
48+ 0.34% |
$12.1K - $13.3K
|
14.3K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
48+ 0.33% |
$12.1K - $13.3K
|
14.7K
$4.15M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.01% |
$12.1K - $13.3K
|
437K
$123M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47New |
$11.8K - $13.1K
|
47
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
47+ 2.63% |
$11.8K - $13.1K
|
1.83K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
47+ 4.32% |
$11.8K - $13.1K
|
1.14K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
46+ 2.54% |
$11.6K - $12.8K
|
1.86K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 1.37% |
$11.3K - $12.5K
|
3.34K
$941K
|