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 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-7- 0.26% |
$1.76K - $1.95K
|
2.73K
$769K
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-7- 0.02% |
$1.76K - $1.95K
|
43.2K
$12.2M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 0.01% |
$1.76K - $1.95K
|
47K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-9- 0.39% |
$2.27K - $2.5K
|
2.29K
$646K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-10- 0.72% |
$2.52K - $2.78K
|
1.37K
$387K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 26.32% |
$2.52K - $2.78K
|
28
$7.89K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-10- 0.06% |
$2.52K - $2.78K
|
16.5K
$4.64M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10- 0.18% |
$2.52K - $2.78K
|
5.51K
$1.55M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 2.06% |
$2.52K - $2.78K
|
475
$134K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-10- 1.51% |
$2.52K - $2.78K
|
651
$184K
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10- 0.58% |
$2.52K - $2.78K
|
1.72K
$484K
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11- 0.36% |
$2.77K - $3.06K
|
3.05K
$859K
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.2% |
$2.77K - $3.06K
|
5.56K
$1.57M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.05% |
$2.77K - $3.06K
|
22.3K
$6.28M
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-12- 0.16% |
$3.02K - $3.34K
|
7.59K
$2.14M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-12- 1.4% |
$3.02K - $3.34K
|
847
$239K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-13- 0.4% |
$3.27K - $3.61K
|
3.26K
$918K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.41% |
$3.53K - $3.89K
|
3.37K
$951K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-14- 0.51% |
$3.53K - $3.89K
|
2.75K
$775K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14- 0.37% |
$3.53K - $3.89K
|
3.78K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-14- 2.61% |
$3.53K - $3.89K
|
523
$147K
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-15- 0.42% |
$3.78K - $4.17K
|
3.53K
$996K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-15- 0.74% |
$3.78K - $4.17K
|
2.01K
$566K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-15- 1.2% |
$3.78K - $4.17K
|
1.24K
$348K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15- 0.21% |
$3.78K - $4.17K
|
7.26K
$2.05M
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15- 0.25% |
$3.78K - $4.17K
|
5.9K
$1.66M
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-16- 0.11% |
$4.03K - $4.45K
|
14.2K
$4M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16- 3.25% |
$4.03K - $4.45K
|
476
$134K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-17- 0.63% |
$4.28K - $4.73K
|
2.68K
$756K
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 1.59% |
$4.53K - $5K
|
1.11K
$314K
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-18- 1.44% |
$4.53K - $5K
|
1.23K
$346K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18- 1.76% |
$4.53K - $5K
|
1.01K
$284K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-19- 0.32% |
$4.79K - $5.28K
|
5.88K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-19- 0.33% |
$4.79K - $5.28K
|
5.81K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.24% |
$5.04K - $5.56K
|
8.19K
$2.31M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 2.35% |
$5.04K - $5.56K
|
830
$234K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 28.99% |
$5.04K - $5.56K
|
49
$13.8K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-20- 2.37% |
$5.04K - $5.56K
|
824
$232K
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-21- 2.5% |
$5.29K - $5.84K
|
818
$231K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 0.65% |
$5.29K - $5.84K
|
3.21K
$904K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-22- 1.28% |
$5.54K - $6.11K
|
1.7K
$478K
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-22- 0.83% |
$5.54K - $6.11K
|
2.63K
$741K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-22- 13.17% |
$5.54K - $6.11K
|
145
$40.9K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-22- 0.66% |
$5.54K - $6.11K
|
3.31K
$933K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-22- 8.4% |
$5.54K - $6.11K
|
240
$67.7K
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-22- 0.3% |
$5.54K - $6.11K
|
7.41K
$2.09M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-23- 0.44% |
$5.79K - $6.39K
|
5.19K
$1.46M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-23- 2.0% |
$5.79K - $6.39K
|
1.13K
$317K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-23- 1.17% |
$5.79K - $6.39K
|
1.95K
$549K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23- 1.07% |
$5.79K - $6.39K
|
2.13K
$600K
|