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 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-736- 1.39% |
$185K - $205K
|
52.1K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-741- 1.92% |
$187K - $206K
|
37.9K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-745- 1.45% |
$188K - $207K
|
50.8K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-752- 25.5% |
$189K - $209K
|
2.2K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-774- 5.86% |
$195K - $215K
|
12.4K
$3.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-774- 1.58% |
$195K - $215K
|
48.2K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-783- 3.68% |
$197K - $218K
|
20.5K
$5.77M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-784- 33.73% |
$197K - $218K
|
1.54K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-785- 5.3% |
$198K - $218K
|
14K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-786- 0.83% |
$198K - $218K
|
93.9K
$26.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-800- 22.54% |
$201K - $222K
|
2.75K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-801- 44.33% |
$202K - $223K
|
1.01K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-805- 1.95% |
$203K - $224K
|
40.5K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-807- 8.12% |
$203K - $224K
|
9.13K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-817- 1.71% |
$206K - $227K
|
47.1K
$13.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-819- 3.82% |
$206K - $228K
|
20.6K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-819- 37.93% |
$206K - $228K
|
1.34K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-827- 1.05% |
$208K - $230K
|
77.8K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-840- 3.84% |
$212K - $233K
|
21.1K
$5.94M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-844- 1.27% |
$213K - $235K
|
65.5K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-857- 0.68% |
$216K - $238K
|
126K
$35.5M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-860- 5.32% |
$217K - $239K
|
15.3K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-860- 20.35% |
$217K - $239K
|
3.37K
$949K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-861- 2.84% |
$217K - $239K
|
29.4K
$8.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-863- 5.68% |
$217K - $240K
|
14.3K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-866- 1.65% |
$218K - $241K
|
51.6K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-868- 5.66% |
$219K - $241K
|
14.5K
$4.08M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-868Closed |
$219K - $241K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-871- 11.4% |
$219K - $242K
|
6.77K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-872- 44.04% |
$220K - $242K
|
1.11K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-884- 0.22% |
$223K - $246K
|
404K
$114M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-884- 0.22% |
$223K - $246K
|
404K
$114M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-903- 1.63% |
$227K - $251K
|
54.6K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-920- 1.25% |
$232K - $256K
|
72.5K
$20.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-956- 1.01% |
$241K - $266K
|
93.4K
$26.3M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-969- 19.49% |
$244K - $269K
|
4K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-976- 10.77% |
$246K - $271K
|
8.09K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-978- 27.1% |
$246K - $272K
|
2.63K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-982- 16.79% |
$247K - $273K
|
4.87K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-985- 24.01% |
$248K - $274K
|
3.12K
$879K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-995- 31.58% |
$251K - $277K
|
2.16K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1K- 2.54% |
$253K - $279K
|
38.5K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.03K- 0.69% |
$258K - $285K
|
147K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.03K- 2.44% |
$259K - $286K
|
41.1K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 65.34% |
$260K - $287K
|
547
$154K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.04K- 47.57% |
$262K - $289K
|
1.15K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 1.47% |
$265K - $292K
|
70.5K
$19.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.06K- 2.05% |
$266K - $294K
|
50.6K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.08K- 28.69% |
$272K - $300K
|
2.68K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.1K- 0.91% |
$277K - $305K
|
120K
$33.8M
|