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 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-23- 0.54% |
$5.79K - $6.39K
|
4.21K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-23- 1.5% |
$5.79K - $6.39K
|
1.51K
$426K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-24- 0.71% |
$6.04K - $6.67K
|
3.38K
$952K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-24- 16.55% |
$6.04K - $6.67K
|
121
$34.1K
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 3.09% |
$6.3K - $6.95K
|
784
$221K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 2.97% |
$6.3K - $6.95K
|
817
$230K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-25- 0.99% |
$6.3K - $6.95K
|
2.51K
$707K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 0.49% |
$6.3K - $6.95K
|
5.07K
$1.43M
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-26- 1.44% |
$6.55K - $7.23K
|
1.78K
$502K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26- 0.43% |
$6.55K - $7.23K
|
6.05K
$1.71M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-26- 0.03% |
$6.55K - $7.23K
|
97.1K
$27.4M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-26- 1.84% |
$6.55K - $7.23K
|
1.39K
$391K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-27- 32.14% |
$6.8K - $7.5K
|
57
$16.1K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-27- 10.51% |
$6.8K - $7.5K
|
230
$64.8K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-27- 0.32% |
$6.8K - $7.5K
|
8.37K
$2.36M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-28- 1.0% |
$7.05K - $7.78K
|
2.78K
$785K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-29- 1.83% |
$7.3K - $8.06K
|
1.56K
$440K
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-29- 0.78% |
$7.3K - $8.06K
|
3.7K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-30- 32.26% |
$7.56K - $8.34K
|
63
$17.8K
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-30- 0.91% |
$7.56K - $8.34K
|
3.26K
$918K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-30- 1.57% |
$7.56K - $8.34K
|
1.89K
$532K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-30- 4.8% |
$7.56K - $8.34K
|
595
$168K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 18.63% |
$7.56K - $8.34K
|
131
$36.9K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-30- 0.69% |
$7.56K - $8.34K
|
4.33K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-30- 0.81% |
$7.56K - $8.34K
|
3.65K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-30- 4.1% |
$7.56K - $8.34K
|
702
$198K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-31- 0.07% |
$7.81K - $8.62K
|
44K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-31- 2.99% |
$7.81K - $8.62K
|
1.01K
$283K
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-32- 3.66% |
$8.06K - $8.89K
|
843
$238K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-32- 31.37% |
$8.06K - $8.89K
|
70
$19.7K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-33- 1.56% |
$8.31K - $9.17K
|
2.08K
$587K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-34- 1.82% |
$8.56K - $9.45K
|
1.83K
$516K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-34- 0.92% |
$8.56K - $9.45K
|
3.65K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-34- 0.44% |
$8.56K - $9.45K
|
7.74K
$2.18M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-34- 2.81% |
$8.56K - $9.45K
|
1.18K
$332K
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-35- 0.65% |
$8.82K - $9.73K
|
5.32K
$1.5M
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-35- 1.19% |
$8.82K - $9.73K
|
2.91K
$819K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-35- 4.26% |
$8.82K - $9.73K
|
786
$222K
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-35- 4.23% |
$8.82K - $9.73K
|
792
$223K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-36- 0.86% |
$9.07K - $10K
|
4.17K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-37- 1.9% |
$9.32K - $10.3K
|
1.91K
$538K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 0.48% |
$9.32K - $10.3K
|
7.61K
$2.14M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-38- 0.06% |
$9.57K - $10.6K
|
62.7K
$17.7M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-38- 3.21% |
$9.57K - $10.6K
|
1.14K
$322K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38- 2.82% |
$9.57K - $10.6K
|
1.31K
$369K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-39- 3.65% |
$9.82K - $10.8K
|
1.03K
$290K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-40- 3.13% |
$10.1K - $11.1K
|
1.24K
$349K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-40- 6.5% |
$10.1K - $11.1K
|
575
$162K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-40- 0.47% |
$10.1K - $11.1K
|
8.43K
$2.38M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-41- 32.54% |
$10.3K - $11.4K
|
85
$24K
|