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 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-321- 3.34% |
$80.9K - $89.2K
|
9.28K
$2.62M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-323- 1.24% |
$81.4K - $89.8K
|
25.7K
$7.25M
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-324- 3.34% |
$81.6K - $90.1K
|
9.39K
$2.65M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-326- 5.61% |
$82.1K - $90.6K
|
5.49K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-330- 7.25% |
$83.1K - $91.7K
|
4.22K
$1.19M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-333- 7.37% |
$83.9K - $92.6K
|
4.19K
$1.18M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-335- 7.1% |
$84.4K - $93.1K
|
4.38K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-336- 1.29% |
$84.6K - $93.4K
|
25.7K
$7.25M
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-340- 28.67% |
$85.6K - $94.5K
|
846
$238K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-340- 3.47% |
$85.6K - $94.5K
|
9.45K
$2.66M
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-341- 3.53% |
$85.9K - $94.8K
|
9.32K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-343- 4.2% |
$86.4K - $95.3K
|
7.83K
$2.21M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-345- 3.47% |
$86.9K - $95.9K
|
9.61K
$2.71M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 8.01% |
$87.4K - $96.4K
|
3.98K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-347- 1.59% |
$87.4K - $96.4K
|
21.5K
$6.07M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-350- 4.57% |
$88.2K - $97.3K
|
7.31K
$2.06M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-359- 2.61% |
$90.4K - $99.8K
|
13.4K
$3.78M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-361- 1.29% |
$90.9K - $100K
|
27.6K
$7.78M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-362- 18.34% |
$91.2K - $101K
|
1.61K
$454K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-364- 1.19% |
$91.7K - $101K
|
30.2K
$8.51M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-366- 2.38% |
$92.2K - $102K
|
15K
$4.23M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-370- 3.28% |
$93.2K - $103K
|
10.9K
$3.08M
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-371- 58.89% |
$93.4K - $103K
|
259
$73K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-372- 3.75% |
$93.7K - $103K
|
9.56K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-375- 2.55% |
$94.5K - $104K
|
14.4K
$4.05M
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-379- 9.71% |
$95.5K - $105K
|
3.52K
$993K
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-385- 0.48% |
$97K - $107K
|
80.7K
$22.7M
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-386- 2.39% |
$97.2K - $107K
|
15.7K
$4.43M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-386- 1.21% |
$97.2K - $107K
|
31.5K
$8.89M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-386- 2.76% |
$97.2K - $107K
|
13.6K
$3.84M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-388- 2.06% |
$97.7K - $108K
|
18.5K
$5.2M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-390- 2.68% |
$98.2K - $108K
|
14.2K
$3.99M
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-396- 4.19% |
$99.7K - $110K
|
9.04K
$2.55M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-398- 2.44% |
$100K - $111K
|
15.9K
$4.49M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-400- 28.94% |
$101K - $111K
|
982
$277K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-404- 1.85% |
$102K - $112K
|
21.4K
$6.04M
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-407- 2.79% |
$103K - $113K
|
14.2K
$3.99M
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-407- 7.99% |
$103K - $113K
|
4.69K
$1.32M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-411- 2.69% |
$104K - $114K
|
14.8K
$4.18M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-411- 1.41% |
$104K - $114K
|
28.7K
$8.1M
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-430- 59.31% |
$108K - $120K
|
295
$83.2K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-435- 4.96% |
$110K - $121K
|
8.33K
$2.35M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-440- 1.05% |
$111K - $122K
|
41.5K
$11.7M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-444- 5.78% |
$112K - $123K
|
7.24K
$2.04M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-446- 4.74% |
$112K - $124K
|
8.96K
$2.53M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-449- 15.22% |
$113K - $125K
|
2.5K
$705K
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-464- 0.99% |
$117K - $129K
|
46.3K
$13.1M
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-465- 3.96% |
$117K - $129K
|
11.3K
$3.18M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-469- 2.64% |
$118K - $130K
|
17.3K
$4.88M
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-476- 17.26% |
$120K - $132K
|
2.28K
$643K
|