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 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.1K+ 95.38% |
$276K - $304K
|
2.24K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.09KNew |
$275K - $303K
|
1.09K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.09K+ 2.29% |
$275K - $303K
|
48.7K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.08K+ 3.64% |
$273K - $301K
|
30.8K
$8.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.07K+ 1.74% |
$270K - $297K
|
62.5K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.06KNew |
$267K - $294K
|
1.06K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.05K+ 2.7% |
$265K - $293K
|
40K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.05K+ 4.12% |
$264K - $292K
|
26.5K
$7.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.05KNew |
$264K - $291K
|
1.05K
$295K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.04KNew |
$262K - $289K
|
1.04K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 3.89% |
$262K - $289K
|
27.7K
$7.81M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.04K+ 8.0% |
$261K - $289K
|
14K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.04K+ 7.39% |
$261K - $289K
|
15.1K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
1.04KNew |
$261K - $288K
|
1.04K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.04K+ 33.46% |
$261K - $288K
|
4.13K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 6.52% |
$261K - $288K
|
16.9K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
1.03K+ 101.08% |
$260K - $287K
|
2.05K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.03K+ 695.27% |
$259K - $286K
|
1.18K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.03K+ 98.94% |
$259K - $285K
|
2.07K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.02K+ 8.05% |
$258K - $284K
|
13.7K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$256K - $283K
|
1.02K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.02KNew |
$256K - $282K
|
1.02K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.02KNew |
$256K - $282K
|
1.02K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.01K+ 5.82% |
$254K - $280K
|
18.3K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 2.28% |
$253K - $280K
|
45.1K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01K+ 103.39% |
$253K - $280K
|
1.98K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1K+ 55.56% |
$252K - $278K
|
2.8K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
995+ 6.56% |
$251K - $277K
|
16.2K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
994+ 4.43% |
$250K - $276K
|
23.4K
$6.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
992+ 71.68% |
$250K - $276K
|
2.38K
$670K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
987+ 14.97% |
$249K - $274K
|
7.58K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
981+ 1.22% |
$247K - $273K
|
81.2K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
979+ 4.28% |
$247K - $272K
|
23.8K
$6.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
974+ 118.06% |
$245K - $271K
|
1.8K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
972+ 17.53% |
$245K - $270K
|
6.52K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
969New |
$244K - $269K
|
969
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
967+ 2.7% |
$244K - $269K
|
36.8K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
967New |
$244K - $269K
|
967
$273K
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
967+ 3.47% |
$244K - $269K
|
28.8K
$8.12M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
956New |
$241K - $266K
|
956
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
954+ 14.71% |
$240K - $265K
|
7.44K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
950New |
$239K - $264K
|
950
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
950New |
$239K - $264K
|
950
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
948+ 82.79% |
$239K - $263K
|
2.09K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
948New |
$239K - $263K
|
948
$267K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
947+ 21.79% |
$239K - $263K
|
5.29K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
945+ 70.21% |
$238K - $263K
|
2.29K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
938+ 4.44% |
$236K - $261K
|
22.1K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
937+ 15.72% |
$236K - $260K
|
6.9K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 7.33% |
$236K - $260K
|
13.7K
$3.87M
|