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 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.47K+ 5.2% |
$564K - $690K
|
49.9K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.31K+ 5.63% |
$527K - $646K
|
43.3K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.24K+ 30.55% |
$511K - $626K
|
9.56K
$2.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.23K+ 10.05% |
$509K - $623K
|
24.4K
$6.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.18K+ 16.03% |
$499K - $611K
|
15.8K
$4.45M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.13K+ 6.76% |
$488K - $597K
|
33.7K
$9.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 0.59% |
$483K - $592K
|
358K
$101M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.11K+ 3.23% |
$482K - $590K
|
67.4K
$19M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.1K+ 8.49% |
$479K - $587K
|
26.8K
$7.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.99K+ 4.36% |
$455K - $557K
|
47.7K
$13.4M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
1.91K+ 4.26% |
$436K - $534K
|
46.7K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.84K+ 4.32% |
$419K - $513K
|
44.3K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.76K+ 10.93% |
$401K - $491K
|
17.8K
$5.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.73K+ 28.4% |
$396K - $485K
|
7.84K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.69K+ 2.46% |
$386K - $472K
|
70.3K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.65K+ 3.54% |
$377K - $462K
|
48.3K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.62K+ 66.79% |
$370K - $453K
|
4.04K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.6K+ 3.68% |
$366K - $448K
|
45.1K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 3.74% |
$351K - $430K
|
42.6K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.5K+ 48.78% |
$343K - $420K
|
4.58K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 18.45% |
$342K - $419K
|
9.61K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.49K+ 20.56% |
$340K - $416K
|
8.72K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 9.29% |
$319K - $390K
|
16.4K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1.35K+ 1.59% |
$308K - $377K
|
85.8K
$24.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 4.75% |
$303K - $371K
|
29.3K
$8.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.27K+ 14.83% |
$290K - $355K
|
9.83K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.26K+ 3.16% |
$288K - $352K
|
41K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 5.79% |
$275K - $337K
|
22K
$6.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 12.01% |
$274K - $336K
|
11.2K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.15K+ 2.48% |
$263K - $322K
|
47.6K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.12K+ 1.16% |
$256K - $313K
|
97.6K
$27.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.11KNew |
$254K - $311K
|
1.11K
$313K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.05K+ 3.62% |
$240K - $294K
|
30.1K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.04K+ 6.62% |
$238K - $292K
|
16.8K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 16.44% |
$232K - $284K
|
7.18K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 65.19% |
$229K - $281K
|
2.54K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
997+ 4.21% |
$228K - $279K
|
24.7K
$6.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
983+ 1.46% |
$225K - $275K
|
68.2K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
983+ 13.46% |
$225K - $275K
|
8.29K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
975+ 31.7% |
$223K - $273K
|
4.05K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
971+ 2.96% |
$222K - $272K
|
33.7K
$9.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
965+ 12.21% |
$221K - $270K
|
8.87K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
931New |
$213K - $261K
|
931
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
884New |
$202K - $247K
|
884
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
857+ 0.63% |
$196K - $240K
|
137K
$38.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
857+ 1.57% |
$196K - $240K
|
55.5K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
855New |
$195K - $239K
|
855
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
846+ 8.18% |
$193K - $237K
|
11.2K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
843New |
$193K - $236K
|
843
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
837+ 44.26% |
$191K - $234K
|
2.73K
$769K
|