Purchases and Sales Made in Q2 2025 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
107KNew |
$24.3M - $29.8M
|
107K
$30M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
75.1K+ 10098.12% |
$17.2M - $21M
|
75.9K
$21.4M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
50.4K+ 314.88% |
$11.5M - $14.1M
|
66.3K
$18.7M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 31.97% |
$9.68M - $11.9M
|
175K
$49.3M
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
39KNew |
$8.91M - $10.9M
|
39K
$11M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.4K+ 137.87% |
$5.59M - $6.84M
|
42.2K
$11.9M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
22.6K+ 27.18% |
$5.16M - $6.32M
|
106K
$29.8M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.6K+ 11.07% |
$4.93M - $6.03M
|
216K
$60.9M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21.5K+ 29.36% |
$4.91M - $6.01M
|
94.7K
$26.7M
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
21.4K+ 569.95% |
$4.88M - $5.98M
|
25.1K
$7.08M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21K+ 1905.08% |
$4.8M - $5.87M
|
22.1K
$6.23M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.1K+ 34.99% |
$4.58M - $5.61M
|
77.4K
$21.8M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.5K+ 426.67% |
$3.09M - $3.78M
|
16.7K
$4.7M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 95.71% |
$3.05M - $3.74M
|
27.3K
$7.7M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
13.2K+ 1246.45% |
$3.01M - $3.68M
|
14.2K
$4M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.8K+ 40.47% |
$2.93M - $3.59M
|
44.5K
$12.5M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.76K+ 1.89% |
$2.23M - $2.73M
|
527K
$148M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.36K+ 81.44% |
$2.14M - $2.62M
|
20.8K
$5.88M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
8.83KNew |
$2.02M - $2.47M
|
8.83K
$2.49M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.51K+ 125.8% |
$1.72M - $2.1M
|
13.5K
$3.8M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.1K+ 15.09% |
$1.62M - $1.99M
|
54.2K
$15.3M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6.92K+ 479.17% |
$1.58M - $1.94M
|
8.37K
$2.36M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 251.88% |
$1.56M - $1.92M
|
9.56K
$2.7M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
6.76K+ 14.18% |
$1.54M - $1.89M
|
54.4K
$15.3M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.09K+ 2.64% |
$1.39M - $1.7M
|
237K
$66.9M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.81K+ 5.22% |
$1.33M - $1.63M
|
117K
$33M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.78K+ 39.22% |
$1.32M - $1.62M
|
20.5K
$5.78M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.64K+ 39.78% |
$1.06M - $1.3M
|
16.3K
$4.59M
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
4.57K+ 114.71% |
$1.04M - $1.28M
|
8.55K
$2.41M
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.52K+ 71.2% |
$1.03M - $1.26M
|
10.9K
$3.06M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.1K+ 1.84% |
$936K - $1.15M
|
226K
$63.7M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.07K+ 9.57% |
$930K - $1.14M
|
46.6K
$13.1M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.82K+ 15.42% |
$873K - $1.07M
|
28.6K
$8.07M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.77K+ 64.03% |
$861K - $1.05M
|
9.66K
$2.72M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.63KNew |
$829K - $1.02M
|
3.63K
$1.02M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.6KNew |
$822K - $1.01M
|
3.6K
$1.01M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.37K+ 12.03% |
$769K - $942K
|
31.3K
$8.84M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.21KNew |
$733K - $898K
|
3.21K
$904K
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.02K+ 32.24% |
$690K - $845K
|
12.4K
$3.49M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.93KNew |
$670K - $820K
|
2.93K
$826K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.88KNew |
$658K - $805K
|
2.88K
$811K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.73K+ 4.97% |
$623K - $763K
|
57.6K
$16.2M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.68K+ 2.63% |
$611K - $749K
|
105K
$29.5M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.67K+ 4.06% |
$609K - $746K
|
68.4K
$19.3M
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.62K+ 35.25% |
$600K - $734K
|
10.1K
$2.84M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
2.62K+ 310.44% |
$598K - $732K
|
3.46K
$975K
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.56K+ 2.03% |
$584K - $715K
|
128K
$36.2M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.53K+ 58.16% |
$578K - $707K
|
6.88K
$1.94M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 47.32% |
$571K - $700K
|
7.78K
$2.19M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.5K+ 4.92% |
$570K - $698K
|
53.2K
$15M
|