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 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-477- 8.65% |
$120K - $133K
|
5.04K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-477- 26.92% |
$120K - $133K
|
1.3K
$365K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-483- 3.44% |
$122K - $134K
|
13.6K
$3.82M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-491- 23.02% |
$124K - $136K
|
1.64K
$463K
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-497- 8.44% |
$125K - $138K
|
5.39K
$1.52M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-499- 1.82% |
$126K - $139K
|
26.9K
$7.58M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-499- 19.76% |
$126K - $139K
|
2.03K
$571K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-501- 5.54% |
$126K - $139K
|
8.55K
$2.41M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-507- 3.66% |
$128K - $141K
|
13.3K
$3.76M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-512- 1.24% |
$129K - $142K
|
40.8K
$11.5M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-517- 2.74% |
$130K - $144K
|
18.4K
$5.18M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-521- 1.09% |
$131K - $145K
|
47.4K
$13.4M
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-524- 7.8% |
$132K - $146K
|
6.2K
$1.75M
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-525- 18.01% |
$132K - $146K
|
2.39K
$674K
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-527- 20.17% |
$133K - $146K
|
2.09K
$588K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-538- 10.15% |
$136K - $150K
|
4.76K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-539- 23.35% |
$136K - $150K
|
1.77K
$499K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-540- 23.93% |
$136K - $150K
|
1.72K
$484K
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-546- 30.88% |
$138K - $152K
|
1.22K
$344K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-547- 1.63% |
$138K - $152K
|
32.9K
$9.28M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-548- 1.62% |
$138K - $152K
|
33.2K
$9.36M
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-549- 7.37% |
$138K - $153K
|
6.9K
$1.95M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-554- 15.9% |
$140K - $154K
|
2.93K
$826K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-555- 16.27% |
$140K - $154K
|
2.86K
$805K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-558- 9.8% |
$141K - $155K
|
5.13K
$1.45M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-564- 2.08% |
$142K - $157K
|
26.6K
$7.49M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-568- 2.03% |
$143K - $158K
|
27.5K
$7.74M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-572- 1.46% |
$144K - $159K
|
38.7K
$10.9M
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-579- 1.88% |
$146K - $161K
|
30.2K
$8.51M
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-583- 2.43% |
$147K - $162K
|
23.4K
$6.6M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-590- 25.69% |
$149K - $164K
|
1.71K
$481K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-615- 4.24% |
$155K - $171K
|
13.9K
$3.91M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-626- 3.03% |
$158K - $174K
|
20K
$5.64M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-628- 12.43% |
$158K - $175K
|
4.42K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-633- 0.77% |
$159K - $176K
|
81.4K
$22.9M
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-633- 1.25% |
$159K - $176K
|
50.1K
$14.1M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-648- 6.35% |
$163K - $180K
|
9.56K
$2.7M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-660- 15.65% |
$166K - $183K
|
3.56K
$1M
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-675- 25.67% |
$170K - $188K
|
1.96K
$551K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-678- 6.27% |
$171K - $188K
|
10.1K
$2.86M
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-690- 14.96% |
$174K - $192K
|
3.92K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-699- 0.67% |
$176K - $194K
|
104K
$29.2M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-703- 41.4% |
$177K - $195K
|
995
$280K
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-707- 5.63% |
$178K - $197K
|
11.8K
$3.34M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-719- 9.52% |
$181K - $200K
|
6.83K
$1.93M
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-721- 2.18% |
$182K - $200K
|
32.3K
$9.12M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-721- 31.1% |
$182K - $200K
|
1.6K
$450K
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-731- 1.8% |
$184K - $203K
|
40K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-731- 0.05% |
$184K - $203K
|
1.54M
$434M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-732- 13.86% |
$184K - $203K
|
4.55K
$1.28M
|