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 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-150- 20.89% |
$37.8K - $41.7K
|
568
$160K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-152- 3.59% |
$38.3K - $42.2K
|
4.08K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-153- 3.65% |
$38.5K - $42.5K
|
4.04K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 1.41% |
$39K - $43.1K
|
10.9K
$3.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-156- 0.34% |
$39.3K - $43.4K
|
45.8K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-157- 5.03% |
$39.5K - $43.6K
|
2.96K
$835K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-161- 5.85% |
$40.6K - $44.7K
|
2.59K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-161- 2.68% |
$40.6K - $44.7K
|
5.86K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-162- 6.64% |
$40.8K - $45K
|
2.28K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-163- 10.34% |
$41.1K - $45.3K
|
1.41K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-164- 0.5% |
$41.3K - $45.6K
|
32.9K
$9.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-166- 3.13% |
$41.8K - $46.1K
|
5.13K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-166- 0.5% |
$41.8K - $46.1K
|
33.2K
$9.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-166- 0.35% |
$41.8K - $46.1K
|
46.7K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-166- 3.75% |
$41.8K - $46.1K
|
4.26K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-166- 0.73% |
$41.8K - $46.1K
|
22.6K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-167- 10.14% |
$42.1K - $46.4K
|
1.48K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-168- 1.37% |
$42.3K - $46.7K
|
12.1K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-169- 17.04% |
$42.6K - $47K
|
823
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-169- 1.16% |
$42.6K - $47K
|
14.3K
$4.04M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-171- 3.28% |
$43.1K - $47.5K
|
5.04K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-172- 10.32% |
$43.3K - $47.8K
|
1.49K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-174- 2.32% |
$43.8K - $48.4K
|
7.34K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-174- 0.2% |
$43.8K - $48.4K
|
87.8K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-174- 2.09% |
$43.8K - $48.4K
|
8.15K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-175- 4.05% |
$44.1K - $48.6K
|
4.15K
$1.17M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-176- 28.85% |
$44.3K - $48.9K
|
434
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-178- 1.68% |
$44.8K - $49.5K
|
10.4K
$2.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-179- 1.02% |
$45.1K - $49.8K
|
17.4K
$4.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-180- 5.11% |
$45.3K - $50K
|
3.34K
$942K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-181- 13.34% |
$45.6K - $50.3K
|
1.18K
$331K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-182- 0.16% |
$45.8K - $50.6K
|
117K
$32.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-182- 5.71% |
$45.8K - $50.6K
|
3.01K
$847K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-183- 6.26% |
$46.1K - $50.9K
|
2.74K
$773K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-185- 1.59% |
$46.6K - $51.4K
|
11.4K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-187- 9.64% |
$47.1K - $52K
|
1.75K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-189- 0.71% |
$47.6K - $52.5K
|
26.6K
$7.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-189- 6.82% |
$47.6K - $52.5K
|
2.58K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-192- 0.6% |
$48.4K - $53.4K
|
31.7K
$8.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-193- 2.24% |
$48.6K - $53.6K
|
8.42K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-195- 5.74% |
$49.1K - $54.2K
|
3.21K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-195- 19.8% |
$49.1K - $54.2K
|
790
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-196- 2.99% |
$49.4K - $54.5K
|
6.36K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-197- 2.88% |
$49.6K - $54.8K
|
6.65K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-200- 11.31% |
$50.4K - $55.6K
|
1.57K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-204- 8.58% |
$51.4K - $56.7K
|
2.18K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-205- 16.22% |
$51.6K - $57K
|
1.06K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-207- 6.4% |
$52.1K - $57.5K
|
3.03K
$853K
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-210- 1.35% |
$52.9K - $58.4K
|
15.3K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-211- 18.0% |
$53.1K - $58.6K
|
961
$271K
|