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 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-100- 9.76% |
$25.2K - $27.8K
|
925
$261K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 1.99% |
$25.2K - $27.8K
|
4.93K
$1.39M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-101- 1.86% |
$25.4K - $28.1K
|
5.34K
$1.5M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-102- 1.16% |
$25.7K - $28.4K
|
8.7K
$2.45M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-103- 15.65% |
$25.9K - $28.6K
|
555
$156K
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-103- 6.23% |
$25.9K - $28.6K
|
1.55K
$437K
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-105- 4.17% |
$26.4K - $29.2K
|
2.41K
$680K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-106- 3.12% |
$26.7K - $29.5K
|
3.29K
$927K
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-106- 3.58% |
$26.7K - $29.5K
|
2.85K
$804K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-109- 1.56% |
$27.5K - $30.3K
|
6.87K
$1.94M
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-110- 46.41% |
$27.7K - $30.6K
|
127
$35.8K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-110- 0.76% |
$27.7K - $30.6K
|
14.3K
$4.04M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-110- 1.36% |
$27.7K - $30.6K
|
7.98K
$2.25M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-112- 2.96% |
$28.2K - $31.1K
|
3.67K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-112- 8.7% |
$28.2K - $31.1K
|
1.18K
$331K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-113- 1.15% |
$28.5K - $31.4K
|
9.69K
$2.73M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-114- 0.57% |
$28.7K - $31.7K
|
19.9K
$5.62M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-114- 1.04% |
$28.7K - $31.7K
|
10.9K
$3.06M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-114- 11.07% |
$28.7K - $31.7K
|
916
$258K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-115- 0.47% |
$29K - $32K
|
24.1K
$6.8M
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-116- 0.23% |
$29.2K - $32.2K
|
50.7K
$14.3M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-117- 6.99% |
$29.5K - $32.5K
|
1.56K
$439K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-117- 3.11% |
$29.5K - $32.5K
|
3.64K
$1.03M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-119- 3.49% |
$30K - $33.1K
|
3.29K
$928K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-119- 3.91% |
$30K - $33.1K
|
2.93K
$825K
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.75% |
$30.2K - $33.4K
|
4.25K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-122- 9.02% |
$30.7K - $33.9K
|
1.23K
$347K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-124- 5.08% |
$31.2K - $34.5K
|
2.32K
$653K
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-125- 3.07% |
$31.5K - $34.7K
|
3.94K
$1.11M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 2.74% |
$31.5K - $34.7K
|
4.44K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-125- 0.71% |
$31.5K - $34.7K
|
17.6K
$4.95M
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-126- 4.78% |
$31.7K - $35K
|
2.51K
$708K
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-127- 1.95% |
$32K - $35.3K
|
6.38K
$1.8M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-128- 17.68% |
$32.2K - $35.6K
|
596
$168K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-128- 5.63% |
$32.2K - $35.6K
|
2.15K
$605K
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-129- 2.6% |
$32.5K - $35.9K
|
4.84K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 24.25% |
$32.7K - $36.1K
|
406
$114K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-133- 4.64% |
$33.5K - $37K
|
2.73K
$770K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-133- 36.54% |
$33.5K - $37K
|
231
$65.1K
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-136- 1.36% |
$34.3K - $37.8K
|
9.86K
$2.78M
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-137- 25.95% |
$34.5K - $38.1K
|
391
$110K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-137- 2.8% |
$34.5K - $38.1K
|
4.76K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-137- 2.05% |
$34.5K - $38.1K
|
6.54K
$1.84M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 1.37% |
$35K - $38.6K
|
9.99K
$2.82M
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-140- 13.28% |
$35.3K - $38.9K
|
914
$258K
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-140- 12.17% |
$35.3K - $38.9K
|
1.01K
$285K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-144- 1.84% |
$36.3K - $40K
|
7.66K
$2.16M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-145- 0.59% |
$36.5K - $40.3K
|
24.4K
$6.89M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-145- 5.77% |
$36.5K - $40.3K
|
2.37K
$668K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-149- 3.61% |
$37.5K - $41.4K
|
3.98K
$1.12M
|