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 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
44+ 0.31% |
$11.1K - $12.2K
|
14K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
43+ 0.68% |
$10.8K - $12K
|
6.32K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 0.06% |
$10.6K - $11.7K
|
68.7K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
42+ 2.55% |
$10.6K - $11.7K
|
1.69K
$475K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
41+ 0.49% |
$10.3K - $11.4K
|
8.36K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
40+ 1.57% |
$10.1K - $11.1K
|
2.58K
$727K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
40+ 1.59% |
$10.1K - $11.1K
|
2.56K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
40+ 4.77% |
$10.1K - $11.1K
|
878
$247K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
40+ 3.09% |
$10.1K - $11.1K
|
1.34K
$376K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
40+ 2.78% |
$10.1K - $11.1K
|
1.48K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
39+ 1.36% |
$9.82K - $10.8K
|
2.91K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
38+ 0.13% |
$9.57K - $10.6K
|
28.9K
$8.14M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
37+ 3.52% |
$9.32K - $10.3K
|
1.09K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
37+ 0.47% |
$9.32K - $10.3K
|
7.98K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
36+ 3.07% |
$9.07K - $10K
|
1.21K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
36+ 2.74% |
$9.07K - $10K
|
1.35K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
35New |
$8.82K - $9.73K
|
35
$9.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35+ 1.63% |
$8.82K - $9.73K
|
2.18K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
34+ 2.09% |
$8.56K - $9.45K
|
1.66K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
34+ 0.24% |
$8.56K - $9.45K
|
14.1K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
34+ 0.38% |
$8.56K - $9.45K
|
8.89K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
34+ 3.54% |
$8.56K - $9.45K
|
995
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
33+ 0.68% |
$8.31K - $9.17K
|
4.92K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
33+ 0.82% |
$8.31K - $9.17K
|
4.08K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
32+ 0.61% |
$8.06K - $8.89K
|
5.31K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
31+ 0.44% |
$7.81K - $8.62K
|
7.1K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
31+ 1.22% |
$7.81K - $8.62K
|
2.58K
$728K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
31+ 3.42% |
$7.81K - $8.62K
|
938
$264K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 2.26% |
$7.81K - $8.62K
|
1.41K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
31+ 2.02% |
$7.81K - $8.62K
|
1.56K
$441K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 2.72% |
$7.56K - $8.34K
|
1.13K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
29+ 2.35% |
$7.3K - $8.06K
|
1.26K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 22.48% |
$7.3K - $8.06K
|
158
$44.5K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
27+ 0.25% |
$6.8K - $7.5K
|
11K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27+ 2.35% |
$6.8K - $7.5K
|
1.18K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26+ 1.06% |
$6.55K - $7.23K
|
2.48K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
26+ 0.14% |
$6.55K - $7.23K
|
19K
$5.35M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
26+ 9.42% |
$6.55K - $7.23K
|
302
$85.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
25+ 1.48% |
$6.3K - $6.95K
|
1.71K
$482K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
24+ 1.33% |
$6.04K - $6.67K
|
1.82K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
24New |
$6.04K - $6.67K
|
24
$6.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
23+ 0.5% |
$5.79K - $6.39K
|
4.6K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
23+ 2.07% |
$5.79K - $6.39K
|
1.14K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20+ 4.51% |
$5.04K - $5.56K
|
463
$131K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
20+ 1.44% |
$5.04K - $5.56K
|
1.41K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
20+ 2.01% |
$5.04K - $5.56K
|
1.02K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
20+ 0.19% |
$5.04K - $5.56K
|
10.3K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
20+ 1.97% |
$5.04K - $5.56K
|
1.04K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
20+ 1.57% |
$5.04K - $5.56K
|
1.3K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20+ 0.75% |
$5.04K - $5.56K
|
2.68K
$755K
|