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 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6.23K+ 27.6% |
$1.57M - $1.73M
|
28.8K
$8.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
6K+ 11.7% |
$1.51M - $1.67M
|
57.3K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6K+ 4.22% |
$1.51M - $1.67M
|
148K
$41.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6K+ 17.14% |
$1.51M - $1.67M
|
41K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.92K+ 2.28% |
$1.49M - $1.64M
|
265K
$74.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.91K+ 111.55% |
$1.49M - $1.64M
|
11.2K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.85K+ 12.92% |
$1.47M - $1.63M
|
51.1K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.83K+ 16.73% |
$1.47M - $1.62M
|
40.7K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
5.83K+ 23.25% |
$1.47M - $1.62M
|
30.9K
$8.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
5.47K+ 4.55% |
$1.38M - $1.52M
|
126K
$35.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
5.47K+ 8.54% |
$1.38M - $1.52M
|
69.5K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45K+ 23.18% |
$1.37M - $1.51M
|
29K
$8.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.4K+ 46.32% |
$1.36M - $1.5M
|
17.1K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.4KNew |
$1.36M - $1.5M
|
5.4K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.34KNew |
$1.35M - $1.49M
|
5.34K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.27K+ 12.34% |
$1.33M - $1.46M
|
47.9K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 103.9% |
$1.32M - $1.46M
|
10.3K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
5.17K+ 75.36% |
$1.3M - $1.44M
|
12K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.17K+ 12.63% |
$1.3M - $1.44M
|
46.1K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
5.09K+ 12.82% |
$1.28M - $1.41M
|
44.8K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.04K+ 1.79% |
$1.27M - $1.4M
|
287K
$81M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.97K+ 2.45% |
$1.25M - $1.38M
|
208K
$58.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.96KNew |
$1.25M - $1.38M
|
4.96K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.95K+ 106.36% |
$1.25M - $1.38M
|
9.6K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.93K+ 1.84% |
$1.24M - $1.37M
|
273K
$77M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.9K+ 4.37% |
$1.23M - $1.36M
|
117K
$33M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.87K+ 1.83% |
$1.23M - $1.35M
|
271K
$76.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.85KNew |
$1.22M - $1.35M
|
4.85K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.84K+ 50.11% |
$1.22M - $1.35M
|
14.5K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.82K+ 115.78% |
$1.21M - $1.34M
|
8.98K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.81K+ 44.44% |
$1.21M - $1.34M
|
15.6K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.78K+ 2.47% |
$1.2M - $1.33M
|
198K
$55.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.73K+ 68.35% |
$1.19M - $1.31M
|
11.7K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.69K+ 23.47% |
$1.18M - $1.3M
|
24.7K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.69K+ 269.48% |
$1.18M - $1.3M
|
6.43K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.57KNew |
$1.15M - $1.27M
|
4.57K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.46K+ 5.82% |
$1.12M - $1.24M
|
81.1K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.37K+ 125.45% |
$1.1M - $1.22M
|
7.86K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.37KNew |
$1.1M - $1.21M
|
4.37K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4.18K+ 2.66% |
$1.05M - $1.16M
|
162K
$45.6M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.11KNew |
$1.03M - $1.14M
|
4.11K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.08K+ 10.61% |
$1.03M - $1.13M
|
42.5K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.06K+ 3.9% |
$1.02M - $1.13M
|
108K
$30.5M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.05K+ 4.27% |
$1.02M - $1.13M
|
99K
$27.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.98KNew |
$1M - $1.11M
|
3.98K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.89K+ 25.02% |
$979K - $1.08M
|
19.4K
$5.47M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.86KNew |
$973K - $1.07M
|
3.86K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 50.35% |
$969K - $1.07M
|
11.5K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.81K+ 31.61% |
$960K - $1.06M
|
15.9K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
3.79K+ 370.91% |
$954K - $1.05M
|
4.81K
$1.36M
|