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 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.94K- 4.38% |
$489K - $540K
|
42.4K
$12M
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.96K- 28.87% |
$495K - $546K
|
4.84K
$1.36M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.02K- 25.25% |
$508K - $561K
|
5.98K
$1.68M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.04K- 14.01% |
$514K - $567K
|
12.5K
$3.53M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.05K- 6.86% |
$515K - $568K
|
27.8K
$7.82M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.07K- 49.78% |
$521K - $575K
|
2.09K
$588K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.11K- 8.9% |
$532K - $587K
|
21.6K
$6.09M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.14K- 30.91% |
$538K - $593K
|
4.77K
$1.35M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.17K- 33.08% |
$547K - $604K
|
4.39K
$1.24M
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.17K- 6.6% |
$548K - $604K
|
30.8K
$8.67M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.18K- 25.58% |
$550K - $607K
|
6.35K
$1.79M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.22K- 0.31% |
$559K - $617K
|
720K
$203M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.22K- 2.0% |
$559K - $617K
|
109K
$30.7M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 10.16% |
$566K - $625K
|
19.9K
$5.6M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 16.42% |
$568K - $627K
|
11.5K
$3.24M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.26K- 22.96% |
$570K - $629K
|
7.6K
$2.14M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.29K- 71.38% |
$578K - $638K
|
920
$259K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.31K- 26.99% |
$581K - $641K
|
6.23K
$1.76M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-2.32K- 5.88% |
$584K - $645K
|
37.2K
$10.5M
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.36K- 31.8% |
$595K - $657K
|
5.07K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.38K- 48.75% |
$600K - $662K
|
2.5K
$706K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.41K- 14.78% |
$606K - $669K
|
13.9K
$3.91M
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.41K- 1.74% |
$607K - $670K
|
136K
$38.5M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-2.41K- 56.14% |
$607K - $670K
|
1.88K
$531K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.43K- 3.06% |
$612K - $675K
|
77K
$21.7M
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.5K- 3.69% |
$629K - $694K
|
65.2K
$18.4M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 6.25% |
$666K - $735K
|
39.7K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.66K- 84.54% |
$671K - $740K
|
487
$137K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.68K- 16.32% |
$675K - $744K
|
13.7K
$3.87M
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.7K- 38.31% |
$680K - $750K
|
4.35K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.72K- 5.88% |
$685K - $755K
|
43.5K
$12.3M
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 5.64% |
$692K - $764K
|
46K
$13M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.77K- 5.91% |
$698K - $770K
|
44.1K
$12.4M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.78K- 2.38% |
$700K - $772K
|
114K
$32.1M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.82K- 25.21% |
$709K - $782K
|
8.35K
$2.35M
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.85K- 47.24% |
$717K - $791K
|
3.18K
$896K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.86K- 15.58% |
$720K - $794K
|
15.5K
$4.37M
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.93K- 1.79% |
$738K - $814K
|
161K
$45.4M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-2.93K- 25.57% |
$738K - $815K
|
8.53K
$2.41M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.95K- 16.68% |
$742K - $819K
|
14.7K
$4.15M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3K- 9.62% |
$755K - $834K
|
28.2K
$7.94M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.03K- 19.53% |
$764K - $843K
|
12.5K
$3.52M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.04K- 28.23% |
$766K - $846K
|
7.73K
$2.18M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.07K- 12.5% |
$774K - $854K
|
21.5K
$6.06M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.1K- 39.58% |
$780K - $861K
|
4.73K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-3.1K- 28.44% |
$781K - $862K
|
7.8K
$2.2M
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.18K- 77.63% |
$800K - $883K
|
915
$258K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.45K- 1.36% |
$870K - $960K
|
250K
$70.5M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.48K- 9.91% |
$876K - $967K
|
31.6K
$8.91M
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.51K- 27.32% |
$883K - $974K
|
9.32K
$2.63M
|