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 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2+ 0.1% |
$504 - $556
|
2.04K
$575K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2+ 0.14% |
$504 - $556
|
1.4K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 1.08% |
$504 - $556
|
187
$52.7K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.67% |
$504 - $556
|
302
$85.1K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2+ 0.18% |
$504 - $556
|
1.1K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2+ 0.23% |
$504 - $556
|
863
$243K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2+ 0.09% |
$504 - $556
|
2.14K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$504 - $556
|
12.8K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2New |
$504 - $556
|
2
$564
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1+ 0.08% |
$252 - $278
|
1.24K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.26% |
$252 - $278
|
386
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$252 - $278
|
5.28K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.08% |
$252 - $278
|
1.24K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.54% |
$252 - $278
|
186
$52.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.37% |
$252 - $278
|
268
$75.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.3% |
$252 - $278
|
339
$95.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.47% |
$252 - $278
|
216
$60.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$252 - $278
|
3.56K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
1+ 0.43% |
$252 - $278
|
236
$66.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$252 - $278
|
2.12K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$252 - $278
|
1.05K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1+ 0.03% |
$252 - $278
|
3.08K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.44% |
$252 - $278
|
230
$64.8K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.05% |
$252 - $278
|
1.94K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1+ 0.12% |
$252 - $278
|
843
$238K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.52% |
$252 - $278
|
190
$53.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.24% |
$252 - $278
|
422
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 1.89% |
$252 - $278
|
52
$14.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.02% |
$252 - $278
|
5.34K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1- 0.08% |
$252 - $278
|
1.29K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1- 0.08% |
$252 - $278
|
1.25K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.02% |
$252 - $278
|
5.49K
$1.55M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.16% |
$504 - $556
|
1.22K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2- 0.24% |
$504 - $556
|
838
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2- 0.13% |
$504 - $556
|
1.5K
$423K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3- 0.24% |
$756 - $834
|
1.26K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3- 0.02% |
$756 - $834
|
13.8K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3- 0.06% |
$756 - $834
|
5.07K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-4- 0.49% |
$1.01K - $1.11K
|
808
$228K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-4- 0.46% |
$1.01K - $1.11K
|
867
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-5- 0.22% |
$1.26K - $1.39K
|
2.32K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5- 0.57% |
$1.26K - $1.39K
|
876
$247K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-5- 0.36% |
$1.26K - $1.39K
|
1.4K
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-6- 0.09% |
$1.51K - $1.67K
|
6.86K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 1.02% |
$1.51K - $1.67K
|
580
$163K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-6- 0.63% |
$1.51K - $1.67K
|
943
$266K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-6- 0.54% |
$1.51K - $1.67K
|
1.11K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-7- 0.3% |
$1.76K - $1.95K
|
2.32K
$654K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 0.08% |
$1.76K - $1.95K
|
9.13K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-7- 0.68% |
$1.76K - $1.95K
|
1.02K
$286K
|