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 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.51K- 12.61% |
$883K - $974K
|
24.3K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.53K- 78.58% |
$889K - $981K
|
962
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-3.59K- 13.22% |
$905K - $999K
|
23.6K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.65K- 6.74% |
$920K - $1.02M
|
50.6K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.66K- 14.37% |
$921K - $1.02M
|
21.8K
$6.14M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.75K- 9.06% |
$944K - $1.04M
|
37.6K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.82K- 32.59% |
$963K - $1.06M
|
7.91K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.93K- 1.0% |
$990K - $1.09M
|
390K
$110M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4K- 13.89% |
$1.01M - $1.11M
|
24.8K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.14K- 5.25% |
$1.04M - $1.15M
|
74.7K
$21M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.25K- 16.15% |
$1.07M - $1.18M
|
22.1K
$6.22M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.26K- 13.21% |
$1.07M - $1.18M
|
28K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.28K- 4.54% |
$1.08M - $1.19M
|
89.9K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.29K- 0.62% |
$1.08M - $1.19M
|
686K
$193M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.3K- 6.24% |
$1.08M - $1.2M
|
64.6K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.36K- 37.3% |
$1.1M - $1.21M
|
7.34K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.39K- 23.2% |
$1.11M - $1.22M
|
14.5K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.5K- 50.09% |
$1.13M - $1.25M
|
4.48K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.69K- 2.37% |
$1.18M - $1.3M
|
193K
$54.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.9K- 1.86% |
$1.23M - $1.36M
|
258K
$72.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.98K- 25.59% |
$1.25M - $1.38M
|
14.5K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-4.98K- 8.33% |
$1.25M - $1.38M
|
54.8K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-4.99K- 5.26% |
$1.26M - $1.39M
|
89.9K
$25.4M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.06K- 1.96% |
$1.27M - $1.41M
|
253K
$71.4M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-5.09K- 41.8% |
$1.28M - $1.41M
|
7.09K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.1K- 0.15% |
$1.28M - $1.42M
|
3.39M
$955M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.15K- 2.18% |
$1.3M - $1.43M
|
231K
$65.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5.23K- 42.99% |
$1.32M - $1.45M
|
6.93K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.28K- 0.6% |
$1.33M - $1.47M
|
872K
$246M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5.42K- 3.84% |
$1.37M - $1.51M
|
136K
$38.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5.54K- 9.85% |
$1.4M - $1.54M
|
50.7K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.78K- 6.11% |
$1.46M - $1.61M
|
88.9K
$25.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.95K- 54.79% |
$1.5M - $1.65M
|
4.91K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.08K- 10.78% |
$1.53M - $1.69M
|
50.3K
$14.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.25K- 30.28% |
$1.58M - $1.74M
|
14.4K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.26K- 85.16% |
$1.58M - $1.74M
|
1.09K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-6.26K- 13.61% |
$1.58M - $1.74M
|
39.7K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.54K- 90.71% |
$1.65M - $1.82M
|
670
$189K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-6.82K- 7.35% |
$1.72M - $1.9M
|
86K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.87K- 38.04% |
$1.73M - $1.91M
|
11.2K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.93K- 54.06% |
$1.74M - $1.92M
|
5.89K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.94K- 69.36% |
$1.75M - $1.93M
|
3.07K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.11K- 13.18% |
$1.79M - $1.98M
|
46.8K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-7.25K- 16.82% |
$1.83M - $2.02M
|
35.9K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-7.47K- 36.5% |
$1.88M - $2.08M
|
13K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.6K- 0.33% |
$1.91M - $2.11M
|
2.3M
$648M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.78K- 20.83% |
$1.96M - $2.16M
|
29.5K
$8.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.92K- 11.9% |
$1.99M - $2.2M
|
58.6K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.92K- 4.18% |
$1.99M - $2.2M
|
181K
$51.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.02K- 32.68% |
$2.02M - $2.23M
|
16.5K
$4.65M
|