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 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
823New |
$188K - $230K
|
823
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
811New |
$185K - $227K
|
811
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
808+ 4.41% |
$185K - $226K
|
19.1K
$5.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
797+ 30.02% |
$182K - $223K
|
3.45K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
779+ 51.97% |
$178K - $218K
|
2.28K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
776+ 20.38% |
$177K - $217K
|
4.58K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
773+ 68.23% |
$177K - $216K
|
1.91K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
772New |
$176K - $216K
|
772
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
767New |
$175K - $215K
|
767
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
760New |
$174K - $213K
|
760
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
753New |
$172K - $211K
|
753
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
753+ 23.94% |
$172K - $211K
|
3.9K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
736New |
$168K - $206K
|
736
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
733New |
$168K - $205K
|
733
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
732+ 37.1% |
$167K - $205K
|
2.71K
$762K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
730+ 27.75% |
$167K - $204K
|
3.36K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
719New |
$164K - $201K
|
719
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
719+ 58.12% |
$164K - $201K
|
1.96K
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
713+ 2.92% |
$163K - $200K
|
25.2K
$7.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
704+ 9.46% |
$161K - $197K
|
8.14K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
695+ 33.3% |
$159K - $194K
|
2.78K
$784K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
680+ 1.85% |
$155K - $190K
|
37.4K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
672+ 3.37% |
$154K - $188K
|
20.6K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
645+ 488.64% |
$147K - $180K
|
777
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
642+ 39.46% |
$147K - $180K
|
2.27K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
630+ 15.56% |
$144K - $176K
|
4.68K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
623+ 2.52% |
$142K - $174K
|
25.4K
$7.15M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
609+ 2.66% |
$139K - $170K
|
23.5K
$6.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
603+ 1.7% |
$138K - $169K
|
36.1K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
588+ 0.47% |
$134K - $165K
|
127K
$35.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
573+ 0.88% |
$131K - $160K
|
65.7K
$18.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
566+ 2.81% |
$129K - $158K
|
20.7K
$5.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
539+ 0.46% |
$123K - $151K
|
117K
$33M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
530+ 39.26% |
$121K - $148K
|
1.88K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
529+ 2.97% |
$121K - $148K
|
18.3K
$5.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
528+ 24.13% |
$121K - $148K
|
2.72K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
514+ 6.13% |
$117K - $144K
|
8.89K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
514+ 4.49% |
$117K - $144K
|
12K
$3.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
502+ 18.77% |
$115K - $140K
|
3.18K
$896K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
500+ 27.79% |
$114K - $140K
|
2.3K
$648K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
482+ 18.67% |
$110K - $135K
|
3.06K
$863K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
455+ 4.34% |
$104K - $127K
|
10.9K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
448New |
$102K - $125K
|
448
$126K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
440+ 5.81% |
$101K - $123K
|
8.01K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
440+ 23.05% |
$101K - $123K
|
2.35K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
430+ 12.89% |
$98.3K - $120K
|
3.77K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
406+ 1.97% |
$92.8K - $114K
|
21.1K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
400+ 39.8% |
$91.4K - $112K
|
1.41K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
375+ 6.28% |
$85.7K - $105K
|
6.35K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
360+ 11.02% |
$82.3K - $101K
|
3.63K
$1.02M
|