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
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13.2K+ 3.12% |
$3.32M - $3.66M
|
435K
$123M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13K+ 703.83% |
$3.29M - $3.63M
|
14.9K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13K+ 9.46% |
$3.26M - $3.6M
|
150K
$42.2M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
12.6K+ 9.44% |
$3.16M - $3.49M
|
146K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.5K+ 11.48% |
$3.15M - $3.48M
|
121K
$34.2M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 34.99% |
$3M - $3.31M
|
46K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8K+ 27.87% |
$2.97M - $3.28M
|
54.2K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
11.7K+ 12.57% |
$2.95M - $3.25M
|
105K
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11.5K+ 3.1% |
$2.91M - $3.21M
|
384K
$108M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.3K+ 16.9% |
$2.86M - $3.15M
|
78.4K
$22.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.2K+ 13.25% |
$2.82M - $3.11M
|
95.7K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1K+ 10.02% |
$2.81M - $3.1M
|
122K
$34.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.1KNew |
$2.8M - $3.1M
|
11.1K
$3.14M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11K+ 105.75% |
$2.77M - $3.06M
|
21.4K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11K+ 10.27% |
$2.76M - $3.04M
|
118K
$33.2M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.5K+ 43.04% |
$2.65M - $2.92M
|
34.9K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 3.87% |
$2.59M - $2.86M
|
276K
$77.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 80.89% |
$2.57M - $2.84M
|
22.8K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.88K+ 20.8% |
$2.49M - $2.75M
|
57.4K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
9.39K+ 219.43% |
$2.37M - $2.61M
|
13.7K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8.48K+ 8.25% |
$2.14M - $2.36M
|
111K
$31.4M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.47KNew |
$2.13M - $2.35M
|
8.47K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.44KNew |
$2.13M - $2.35M
|
8.44K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.27K+ 22.09% |
$2.08M - $2.3M
|
45.7K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8.26K+ 102.53% |
$2.08M - $2.3M
|
16.3K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.15K+ 7.61% |
$2.05M - $2.27M
|
115K
$32.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.15KNew |
$2.05M - $2.26M
|
8.15K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.04K+ 41.28% |
$2.03M - $2.23M
|
27.5K
$7.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.71K+ 9.14% |
$1.94M - $2.14M
|
92.1K
$26M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.7K+ 16.72% |
$1.94M - $2.14M
|
53.8K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.69K+ 116.89% |
$1.94M - $2.14M
|
14.3K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.68K+ 6.46% |
$1.93M - $2.13M
|
126K
$35.7M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.66KNew |
$1.93M - $2.13M
|
7.66K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.56K+ 5.02% |
$1.9M - $2.1M
|
158K
$44.6M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.55K+ 38.37% |
$1.9M - $2.1M
|
27.2K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.44K+ 11.85% |
$1.87M - $2.07M
|
70.2K
$19.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
7.39KNew |
$1.86M - $2.05M
|
7.39K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
7.28KNew |
$1.83M - $2.02M
|
7.28K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.28K+ 1.81% |
$1.83M - $2.02M
|
410K
$116M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 307.89% |
$1.83M - $2.02M
|
9.61K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
7.09KNew |
$1.79M - $1.97M
|
7.09K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
7.07K+ 350.27% |
$1.78M - $1.96M
|
9.08K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.81K+ 6.09% |
$1.71M - $1.89M
|
119K
$33.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.76K+ 17.25% |
$1.7M - $1.88M
|
46K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.7K+ 9.87% |
$1.69M - $1.86M
|
74.6K
$21M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.69K+ 13.88% |
$1.68M - $1.86M
|
54.8K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.39K+ 15.86% |
$1.61M - $1.77M
|
46.6K
$13.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.34K+ 105600.0% |
$1.6M - $1.76M
|
6.34K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.33K+ 9.2% |
$1.59M - $1.76M
|
75.1K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.29K+ 3.58% |
$1.59M - $1.75M
|
182K
$51.3M
|