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 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 29.35% |
$7.57M - $8.35M
|
132K
$37.3M
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
29.5KNew |
$7.44M - $8.21M
|
29.5K
$8.32M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
29.3K+ 2.14% |
$7.38M - $8.14M
|
1.4M
$394M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
29K+ 96.11% |
$7.3M - $8.05M
|
59.1K
$16.7M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28.9K+ 201.64% |
$7.27M - $8.03M
|
43.2K
$12.2M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
28.8KNew |
$7.25M - $8M
|
28.8K
$8.12M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
28.6K+ 777.21% |
$7.21M - $7.95M
|
32.3K
$9.1M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28.5K+ 5.51% |
$7.18M - $7.92M
|
545K
$154M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.1K+ 4.9% |
$7.07M - $7.8M
|
601K
$169M
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
27.4KNew |
$6.9M - $7.61M
|
27.4K
$7.72M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
27.4K+ 13.88% |
$6.89M - $7.6M
|
224K
$63.3M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.5K+ 38.26% |
$6.67M - $7.36M
|
95.7K
$27M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.5K+ 4.74% |
$6.41M - $7.07M
|
563K
$159M
|
|
May 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
BUY
|
- |
25KNew |
$6.3M - $6.95M
|
25K
$7.05M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 8.68% |
$6.17M - $6.8M
|
306K
$86.4M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
24.5KNew |
$6.16M - $6.8M
|
24.5K
$6.9M
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
24.5K+ 50.62% |
$6.16M - $6.8M
|
72.8K
$20.5M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
24.4K+ 1509.88% |
$6.16M - $6.79M
|
26.1K
$7.35M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
24.1K+ 12.2% |
$6.08M - $6.71M
|
222K
$62.6M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5K+ 4.87% |
$5.91M - $6.53M
|
505K
$142M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.7K+ 24.11% |
$5.71M - $6.3M
|
117K
$32.9M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
22.1K+ 21.08% |
$5.56M - $6.13M
|
127K
$35.7M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.9K+ 74.84% |
$5.51M - $6.08M
|
51.1K
$14.4M
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
21K+ 220.67% |
$5.28M - $5.82M
|
30.5K
$8.58M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.6K+ 9.89% |
$5.2M - $5.73M
|
229K
$64.6M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.5K+ 4.0% |
$5.17M - $5.71M
|
534K
$150M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.2KNew |
$5.08M - $5.6M
|
20.2K
$5.68M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
20.1KNew |
$5.06M - $5.59M
|
20.1K
$5.67M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.4KNew |
$4.87M - $5.38M
|
19.4K
$5.45M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.9K+ 11.01% |
$4.77M - $5.26M
|
191K
$53.8M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
18.7K+ 13.19% |
$4.7M - $5.19M
|
160K
$45.2M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.1K+ 5.35% |
$4.55M - $5.02M
|
355K
$100M
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
17.5K+ 874100.0% |
$4.4M - $4.86M
|
17.5K
$4.93M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 27.23% |
$4.29M - $4.73M
|
79.6K
$22.4M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16.7K+ 4.38% |
$4.21M - $4.65M
|
398K
$112M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16.3K+ 31.22% |
$4.11M - $4.53M
|
68.5K
$19.3M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.1K+ 11.77% |
$4.05M - $4.47M
|
153K
$43.1M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16KNew |
$4.03M - $4.44M
|
16K
$4.51M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.8K+ 1310.56% |
$3.97M - $4.38M
|
17K
$4.78M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
15.8K+ 35013.33% |
$3.97M - $4.38M
|
15.8K
$4.45M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 132.03% |
$3.95M - $4.36M
|
27.6K
$7.78M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.6K+ 4.82% |
$3.93M - $4.34M
|
339K
$95.7M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15KNew |
$3.78M - $4.17M
|
15K
$4.23M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14.5K+ 32.15% |
$3.64M - $4.02M
|
59.4K
$16.7M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.5K+ 40.46% |
$3.64M - $4.02M
|
50.2K
$14.1M
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
13.7K+ 71.34% |
$3.44M - $3.79M
|
32.8K
$9.24M
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.6K+ 6.27% |
$3.43M - $3.79M
|
231K
$65.1M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.5KNew |
$3.4M - $3.75M
|
13.5K
$3.8M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4K+ 3.84% |
$3.38M - $3.73M
|
363K
$102M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
13.4K+ 1685.41% |
$3.37M - $3.72M
|
14.2K
$4M
|