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 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.4% |
$1.76K - $1.95K
|
1.78K
$501K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7+ 2.08% |
$1.76K - $1.95K
|
343
$96.7K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
7+ 0.87% |
$1.76K - $1.95K
|
816
$230K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
7+ 0.12% |
$1.76K - $1.95K
|
5.83K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.17% |
$1.76K - $1.95K
|
4.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.15% |
$1.76K - $1.95K
|
4.67K
$1.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6+ 0.25% |
$1.51K - $1.67K
|
2.36K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.66% |
$1.51K - $1.67K
|
914
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6+ 0.44% |
$1.51K - $1.67K
|
1.37K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.55% |
$1.51K - $1.67K
|
1.1K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.29% |
$1.51K - $1.67K
|
2.07K
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.3% |
$1.51K - $1.67K
|
2.03K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6+ 0.3% |
$1.51K - $1.67K
|
1.98K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.46% |
$1.51K - $1.67K
|
1.32K
$372K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.1% |
$1.51K - $1.67K
|
5.81K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.51% |
$1.26K - $1.39K
|
986
$278K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.28% |
$1.26K - $1.39K
|
1.77K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 0.4% |
$1.26K - $1.39K
|
1.25K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4+ 0.46% |
$1.01K - $1.11K
|
878
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4+ 0.47% |
$1.01K - $1.11K
|
853
$240K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$1.01K - $1.11K
|
1.11K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4+ 0.37% |
$1.01K - $1.11K
|
1.08K
$304K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4+ 0.41% |
$1.01K - $1.11K
|
988
$278K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.05% |
$1.01K - $1.11K
|
7.46K
$2.1M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4+ 0.06% |
$1.01K - $1.11K
|
7.21K
$2.03M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$1.01K - $1.11K
|
1.68K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 0.34% |
$756 - $834
|
896
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.26% |
$756 - $834
|
1.14K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.22% |
$756 - $834
|
1.38K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.15% |
$756 - $834
|
2.01K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3+ 0.33% |
$756 - $834
|
913
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.19% |
$756 - $834
|
1.6K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3+ 0.22% |
$756 - $834
|
1.38K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
3+ 0.35% |
$756 - $834
|
853
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$756 - $834
|
2.6K
$733K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3+ 0.05% |
$756 - $834
|
5.78K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3+ 0.26% |
$756 - $834
|
1.18K
$332K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.11% |
$756 - $834
|
2.72K
$767K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.07% |
$756 - $834
|
4.03K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 0.6% |
$756 - $834
|
501
$141K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.16% |
$756 - $834
|
1.84K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.25% |
$756 - $834
|
1.18K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3+ 25.0% |
$756 - $834
|
15
$4.23K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.12% |
$756 - $834
|
2.42K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$756 - $834
|
2.71K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$756 - $834
|
661
$186K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.48% |
$756 - $834
|
627
$177K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$504 - $556
|
1.52K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$504 - $556
|
3.24K
$913K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2+ 0.18% |
$504 - $556
|
1.13K
$317K
|