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 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.74K- 24.73% |
$2.2M - $2.43M
|
26.6K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8.78K- 38.51% |
$2.21M - $2.44M
|
14K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.84K- 32.86% |
$2.23M - $2.46M
|
18.1K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-9.25K- 67.61% |
$2.33M - $2.57M
|
4.43K
$1.25M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.6K- 34.8% |
$2.42M - $2.67M
|
18K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.72K- 2.66% |
$2.45M - $2.7M
|
356K
$100M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.79K- 78.48% |
$2.46M - $2.72M
|
2.68K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-10.3K- 14.01% |
$2.6M - $2.87M
|
63.4K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.4K- 41.5% |
$2.61M - $2.88M
|
14.6K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.5K- 86.72% |
$2.64M - $2.91M
|
1.6K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-10.5K- 33.34% |
$2.64M - $2.91M
|
21K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11.2K- 52.49% |
$2.83M - $3.13M
|
10.2K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-11.6K- 98.76% |
$2.92M - $3.22M
|
146
$41.2K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.8K- 14.39% |
$2.98M - $3.29M
|
70.4K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.1K- 17.55% |
$3.05M - $3.37M
|
57K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.7K- 3.76% |
$3.19M - $3.52M
|
324K
$91.4M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.1K- 21.29% |
$3.29M - $3.64M
|
48.4K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-13.5K- 99.99% |
$3.4M - $3.76M
|
2
$564
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-13.7K- 3.19% |
$3.44M - $3.8M
|
415K
$117M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 28.45% |
$3.63M - $4.01M
|
36.3K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$3.74M - $4.13M
|
5.45K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15.8K- 3.51% |
$3.97M - $4.38M
|
433K
$122M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 5.48% |
$4M - $4.41M
|
274K
$77.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-16.4K- 35.35% |
$4.12M - $4.55M
|
29.9K
$8.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-17.6K- 16.78% |
$4.44M - $4.9M
|
87.4K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 19.1% |
$4.44M - $4.9M
|
74.7K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-18.3K- 34.41% |
$4.62M - $5.1M
|
34.9K
$9.85M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-18.5K- 13.18% |
$4.67M - $5.15M
|
122K
$34.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18.6K- 11.44% |
$4.69M - $5.17M
|
144K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.7K- 36.23% |
$4.71M - $5.2M
|
32.9K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.8K- 70.18% |
$4.72M - $5.21M
|
7.97K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-19.9K- 6.1% |
$5.01M - $5.52M
|
306K
$86.2M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-20.7K- 78.83% |
$5.2M - $5.74M
|
5.55K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.3K- 12.89% |
$5.37M - $5.93M
|
144K
$40.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.2K- 27.3% |
$5.85M - $6.45M
|
61.8K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.7K- 1.0% |
$5.97M - $6.59M
|
2.35M
$663M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-24.2K- 10.64% |
$6.08M - $6.71M
|
203K
$57.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-24.2K- 13.97% |
$6.09M - $6.72M
|
149K
$42M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.9K- 3.97% |
$6.28M - $6.93M
|
603K
$170M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-27.4K- 91.91% |
$6.9M - $7.62M
|
2.41K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-27.5K- 84.95% |
$6.93M - $7.64M
|
4.87K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-30.3K- 50.85% |
$7.62M - $8.41M
|
29.3K
$8.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-30.9K- 74.12% |
$7.79M - $8.59M
|
10.8K
$3.04M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-31.2K- 61.01% |
$7.85M - $8.67M
|
19.9K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.4K- 83.94% |
$8.16M - $9.01M
|
6.2K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-34.1K- 30.29% |
$8.59M - $9.48M
|
78.5K
$22.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-34.1K- 91.74% |
$8.6M - $9.49M
|
3.08K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.9K- 3.22% |
$10.3M - $11.4M
|
1.23M
$346M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-53K- 3.06% |
$13.3M - $14.7M
|
1.68M
$473M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53.1K- 26.16% |
$13.4M - $14.8M
|
150K
$42.3M
|