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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.83K+ 6.17% |
$460K - $508K
|
31.4K
$8.85M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.81K+ 3.22% |
$455K - $503K
|
58K
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.81K+ 8.27% |
$455K - $503K
|
23.7K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.76KNew |
$444K - $489K
|
1.76K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
1.76K+ 21.75% |
$442K - $488K
|
9.83K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76KNew |
$442K - $488K
|
1.76K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.75K+ 11.31% |
$441K - $487K
|
17.2K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 27.49% |
$439K - $484K
|
8.08K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.74K+ 4.68% |
$438K - $483K
|
38.9K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 24.19% |
$437K - $482K
|
8.91K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.74K+ 7.61% |
$437K - $482K
|
24.5K
$6.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.73K+ 3.01% |
$436K - $481K
|
59.3K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.72K+ 1.33% |
$434K - $479K
|
132K
$37.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.72K+ 7.46% |
$432K - $477K
|
24.7K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 3.34% |
$428K - $473K
|
52.6K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.69KNew |
$425K - $469K
|
1.69K
$475K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.69K+ 112.93% |
$425K - $469K
|
3.18K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.67K+ 1.38% |
$421K - $465K
|
123K
$34.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 2.46% |
$416K - $459K
|
68.8K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.65K+ 4.67% |
$415K - $458K
|
36.9K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.65KNew |
$414K - $457K
|
1.65K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.64K+ 12.17% |
$414K - $457K
|
15.1K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.63K+ 3.5% |
$410K - $452K
|
48.1K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.62K+ 17.94% |
$409K - $451K
|
10.7K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.59K+ 11.23% |
$400K - $442K
|
15.7K
$4.44M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.57K+ 2.22% |
$395K - $436K
|
72K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.56K+ 3.9% |
$393K - $434K
|
41.6K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.56K+ 142.02% |
$392K - $433K
|
2.66K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.56K+ 33.33% |
$392K - $432K
|
6.22K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 6.72% |
$391K - $432K
|
24.7K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.53K+ 6.31% |
$385K - $425K
|
25.8K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.53K+ 10.35% |
$384K - $424K
|
16.3K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.52K+ 13.82% |
$383K - $423K
|
12.5K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.51K+ 1.74% |
$380K - $419K
|
88.2K
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 6.4% |
$379K - $418K
|
25K
$7.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.5KNew |
$377K - $416K
|
1.5K
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.49K+ 8.12% |
$374K - $413K
|
19.8K
$5.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.47K+ 11.8% |
$370K - $408K
|
13.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.47K+ 412.64% |
$370K - $408K
|
1.83K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.46KNew |
$368K - $406K
|
1.46K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.46K+ 5.65% |
$366K - $404K
|
27.2K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.45K+ 10.18% |
$366K - $404K
|
15.7K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.44KNew |
$363K - $401K
|
1.44K
$407K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
1.44K+ 3.77% |
$363K - $401K
|
39.7K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.44K+ 20.87% |
$363K - $401K
|
8.35K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.44K+ 17.19% |
$363K - $400K
|
9.82K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.43KNew |
$361K - $398K
|
1.43K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.43K+ 9.02% |
$361K - $398K
|
17.3K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.43K+ 2.33% |
$359K - $396K
|
62.7K
$17.7M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.43K+ 13.78% |
$359K - $396K
|
11.8K
$3.32M
|