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 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.1K- 5.92% |
$278K - $307K
|
17.5K
$4.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.11K- 4.6% |
$279K - $308K
|
23K
$6.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.12K- 2.89% |
$282K - $311K
|
37.5K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.12K- 58.5% |
$282K - $311K
|
793
$224K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.16K- 54.68% |
$293K - $323K
|
963
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.16K- 3.15% |
$293K - $324K
|
35.8K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.17K- 45.96% |
$295K - $326K
|
1.38K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.18K- 1.64% |
$297K - $328K
|
70.7K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.19K- 2.95% |
$300K - $332K
|
39.3K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.2K- 1.7% |
$301K - $332K
|
69.1K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.2K- 1.12% |
$301K - $332K
|
105K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.32% |
$302K - $334K
|
370K
$104M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.22K- 7.0% |
$308K - $340K
|
16.3K
$4.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.24K- 6.4% |
$313K - $346K
|
18.2K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.25K- 0.78% |
$314K - $346K
|
159K
$44.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.25K- 4.28% |
$315K - $347K
|
28K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.28K- 11.01% |
$323K - $356K
|
10.4K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.3K- 20.16% |
$327K - $361K
|
5.14K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.31K- 2.53% |
$330K - $364K
|
50.4K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.33K- 29.54% |
$334K - $368K
|
3.16K
$891K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.33K- 17.38% |
$335K - $370K
|
6.33K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.38K- 2.56% |
$349K - $385K
|
52.7K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.39K- 3.37% |
$349K - $385K
|
39.8K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.4K- 5.94% |
$353K - $389K
|
22.2K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.41K- 31.89% |
$355K - $392K
|
3.01K
$849K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.41K- 5.26% |
$356K - $393K
|
25.5K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.35% |
$361K - $398K
|
59.7K
$16.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.5K- 3.99% |
$377K - $416K
|
36K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.5K- 3.07% |
$378K - $417K
|
47.3K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 58.97% |
$378K - $417K
|
1.05K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.51K- 2.52% |
$381K - $420K
|
58.5K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.57K- 50.35% |
$395K - $436K
|
1.55K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.58K- 9.7% |
$397K - $438K
|
14.7K
$4.13M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 2.26% |
$401K - $443K
|
68.9K
$19.4M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.6K- 13.7% |
$402K - $444K
|
10.1K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.63K- 0.96% |
$411K - $453K
|
169K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.63K- 60.21% |
$411K - $454K
|
1.08K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.65K- 8.98% |
$415K - $458K
|
16.7K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.66K- 8.0% |
$418K - $461K
|
19.1K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.77K- 39.47% |
$445K - $491K
|
2.71K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.79K- 5.93% |
$450K - $496K
|
28.3K
$7.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 14.88% |
$463K - $511K
|
10.5K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.84K- 5.45% |
$464K - $512K
|
32K
$9.01M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.86K- 17.19% |
$467K - $516K
|
8.94K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.86K- 4.79% |
$469K - $518K
|
37.1K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.89K- 24.0% |
$475K - $524K
|
5.97K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.9K- 4.05% |
$479K - $529K
|
45.1K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.9K- 54.89% |
$480K - $529K
|
1.57K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.94K- 30.46% |
$489K - $539K
|
4.43K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 2.09% |
$489K - $540K
|
90.8K
$25.6M
|