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
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 52.74% |
$686K - $757K
|
7.88K
$2.22M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.72K+ 60.61% |
$685K - $756K
|
7.21K
$2.03M
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.72K+ 5.23% |
$684K - $755K
|
54.7K
$15.4M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 7.8% |
$676K - $745K
|
37K
$10.4M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.67K+ 52.33% |
$671K - $741K
|
7.76K
$2.19M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
2.66K+ 53.49% |
$669K - $739K
|
7.63K
$2.15M
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.65K+ 6.05% |
$668K - $737K
|
46.5K
$13.1M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.58K+ 9.08% |
$650K - $717K
|
31K
$8.74M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$646K - $712K
|
2.56K
$722K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.54K+ 2.02% |
$639K - $705K
|
128K
$36.2M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 7.41% |
$638K - $704K
|
36.7K
$10.3M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 20.62% |
$632K - $698K
|
14.7K
$4.14M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.5K+ 7.72% |
$630K - $696K
|
34.9K
$9.85M
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.43KNew |
$613K - $677K
|
2.43K
$686K
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
2.41K+ 8.27% |
$608K - $670K
|
31.6K
$8.9M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.36K+ 16.94% |
$595K - $656K
|
16.3K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.35K+ 14.41% |
$592K - $653K
|
18.7K
$5.26M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.34K+ 4.18% |
$590K - $651K
|
58.4K
$16.5M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.32K+ 13.79% |
$585K - $646K
|
19.2K
$5.4M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.29K+ 0.69% |
$576K - $635K
|
331K
$93.3M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.28K+ 4.3% |
$574K - $633K
|
55.3K
$15.6M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.28K+ 2.14% |
$574K - $633K
|
109K
$30.7M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.27K+ 22.4% |
$571K - $630K
|
12.4K
$3.49M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.26K+ 50.31% |
$569K - $628K
|
6.75K
$1.9M
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
2.25KNew |
$566K - $625K
|
2.25K
$634K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.24K+ 5.57% |
$565K - $623K
|
42.5K
$12M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.18K+ 10.36% |
$548K - $605K
|
23.2K
$6.53M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.13K+ 55.71% |
$536K - $591K
|
5.95K
$1.68M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.13KNew |
$535K - $591K
|
2.13K
$599K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.12K+ 3.56% |
$534K - $589K
|
61.7K
$17.4M
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.12K+ 7.2% |
$534K - $589K
|
31.6K
$8.89M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.09K+ 2.36% |
$525K - $580K
|
90.3K
$25.5M
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
2.07K+ 1.68% |
$522K - $576K
|
125K
$35.3M
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.06KNew |
$518K - $572K
|
2.06K
$580K
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.03K+ 2.67% |
$511K - $564K
|
78.1K
$22M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.03K+ 54.18% |
$511K - $563K
|
5.77K
$1.63M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.02KNew |
$509K - $561K
|
2.02K
$569K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.01K+ 3.58% |
$507K - $559K
|
58.2K
$16.4M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2K+ 6.91% |
$503K - $555K
|
30.9K
$8.71M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.97K+ 0.58% |
$497K - $548K
|
344K
$96.9M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.96K+ 12.46% |
$495K - $546K
|
17.7K
$5M
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.96KNew |
$493K - $544K
|
1.96K
$552K
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.92K+ 2.03% |
$485K - $535K
|
96.5K
$27.2M
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.92K+ 5.46% |
$484K - $534K
|
37.1K
$10.5M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.91K+ 3.01% |
$481K - $530K
|
65.3K
$18.4M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.89K+ 33.7% |
$475K - $524K
|
7.49K
$2.11M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.88K+ 6.4% |
$474K - $523K
|
31.3K
$8.81M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.85K+ 5.99% |
$466K - $514K
|
32.8K
$9.24M
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.84KNew |
$462K - $510K
|
1.84K
$517K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.83K+ 5231.43% |
$461K - $509K
|
1.87K
$526K
|