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 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.79K+ 14.51% |
$953K - $1.05M
|
29.9K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.72K+ 22.74% |
$937K - $1.03M
|
20.1K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.66K+ 2.62% |
$922K - $1.02M
|
144K
$40.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.63KNew |
$914K - $1.01M
|
3.63K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
3.62KNew |
$912K - $1.01M
|
3.62K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.59K+ 843.19% |
$905K - $998K
|
4.02K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.59K+ 29.0% |
$903K - $997K
|
16K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.56KNew |
$897K - $990K
|
3.56K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
3.56K+ 25.02% |
$897K - $990K
|
17.8K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.56KNew |
$897K - $990K
|
3.56K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.56KNew |
$897K - $990K
|
3.56K
$1M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.55K+ 4.48% |
$895K - $988K
|
82.9K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.54K+ 7.66% |
$891K - $984K
|
49.7K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.53K+ 4.86% |
$889K - $981K
|
76.2K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
3.51K+ 7.95% |
$883K - $975K
|
47.6K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.5K+ 2.13% |
$883K - $974K
|
168K
$47.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3.5K+ 12.86% |
$880K - $971K
|
30.7K
$8.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
3.36K+ 57.56% |
$845K - $933K
|
9.18K
$2.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.35K+ 82.29% |
$843K - $930K
|
7.41K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.34K+ 10.38% |
$841K - $928K
|
35.5K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.28K+ 8.21% |
$827K - $913K
|
43.3K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.28K+ 6.87% |
$825K - $911K
|
51K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.26K+ 71.1% |
$822K - $907K
|
7.86K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.26K+ 4.87% |
$820K - $905K
|
70.1K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
3.22K+ 8.32% |
$812K - $896K
|
42K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.21K+ 7.04% |
$809K - $892K
|
48.8K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.2KNew |
$806K - $890K
|
3.2K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.2K+ 5.29% |
$805K - $888K
|
63.6K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.18K+ 6.44% |
$802K - $885K
|
52.6K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.18K+ 5.2% |
$800K - $883K
|
64.3K
$18.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.18K+ 2.33% |
$800K - $882K
|
140K
$39.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.16K+ 32.38% |
$795K - $877K
|
12.9K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.14KNew |
$791K - $873K
|
3.14K
$886K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.11K+ 39.16% |
$782K - $863K
|
11K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.09K+ 4.87% |
$779K - $859K
|
66.5K
$18.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.08K+ 1.52% |
$776K - $856K
|
206K
$58M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.04K+ 7.12% |
$765K - $844K
|
45.7K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3KNew |
$756K - $834K
|
3K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.97K+ 22.62% |
$747K - $825K
|
16.1K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.97KNew |
$747K - $824K
|
2.97K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.95K+ 12.26% |
$743K - $820K
|
27K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.94K+ 57.17% |
$740K - $817K
|
8.08K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 12.05% |
$738K - $815K
|
27.3K
$7.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.91K+ 20.2% |
$734K - $810K
|
17.3K
$4.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.91K+ 66.11% |
$732K - $808K
|
7.3K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.89K+ 7.55% |
$728K - $803K
|
41.2K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 15.68% |
$725K - $800K
|
21.2K
$5.98M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.84K+ 44.17% |
$714K - $788K
|
9.25K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.82K+ 66.4% |
$711K - $785K
|
7.08K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.81K+ 10.37% |
$707K - $780K
|
29.9K
$8.42M
|