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 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
358+ 9.14% |
$81.8K - $100K
|
4.27K
$1.2M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
320+ 26.06% |
$73.1K - $89.5K
|
1.55K
$436K
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
318+ 1.79% |
$72.7K - $89K
|
18.1K
$5.1M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
314+ 3.76% |
$71.8K - $87.9K
|
8.67K
$2.44M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
309+ 1.07% |
$70.6K - $86.5K
|
29.1K
$8.19M
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
BUY
|
- |
285+ 2.19% |
$65.1K - $79.8K
|
13.3K
$3.74M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
280+ 2.91% |
$64K - $78.4K
|
9.89K
$2.79M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
263+ 2.1% |
$60.1K - $73.6K
|
12.8K
$3.6M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
230New |
$52.6K - $64.4K
|
230
$64.8K
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
214+ 0.41% |
$48.9K - $59.9K
|
51.8K
$14.6M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
213+ 0.42% |
$48.7K - $59.6K
|
51K
$14.4M
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
212+ 1.4% |
$48.5K - $59.3K
|
15.4K
$4.33M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
210+ 7.65% |
$48K - $58.8K
|
2.96K
$833K
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
205+ 4.02% |
$46.9K - $57.4K
|
5.3K
$1.49M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
195+ 84.78% |
$44.6K - $54.6K
|
425
$120K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
181+ 5.08% |
$41.4K - $50.6K
|
3.74K
$1.06M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
174+ 1.27% |
$39.8K - $48.7K
|
13.9K
$3.92M
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
173+ 4.22% |
$39.5K - $48.4K
|
4.28K
$1.21M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
173+ 617.86% |
$39.5K - $48.4K
|
201
$56.7K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
169+ 36.5% |
$38.6K - $47.3K
|
632
$178K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
169+ 12.1% |
$38.6K - $47.3K
|
1.57K
$441K
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
167New |
$38.2K - $46.7K
|
167
$47.1K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
166New |
$37.9K - $46.5K
|
166
$46.8K
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
157+ 4.46% |
$35.9K - $43.9K
|
3.68K
$1.04M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
157+ 3.28% |
$35.9K - $43.9K
|
4.94K
$1.39M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
155+ 33.12% |
$35.4K - $43.4K
|
623
$176K
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
144+ 4.42% |
$32.9K - $40.3K
|
3.4K
$959K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
135+ 4.27% |
$30.9K - $37.8K
|
3.29K
$928K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
132+ 3.27% |
$30.2K - $36.9K
|
4.17K
$1.17M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
124+ 0.98% |
$28.3K - $34.7K
|
12.8K
$3.6M
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
121+ 4.28% |
$27.7K - $33.9K
|
2.95K
$831K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
120+ 0.43% |
$27.4K - $33.6K
|
28.2K
$7.94M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
114+ 6.64% |
$26.1K - $31.9K
|
1.83K
$516K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
90+ 9.78% |
$20.6K - $25.2K
|
1.01K
$285K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
89+ 3.64% |
$20.3K - $24.9K
|
2.53K
$714K
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
87+ 0.77% |
$19.9K - $24.3K
|
11.4K
$3.21M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
87+ 5.55% |
$19.9K - $24.3K
|
1.66K
$467K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
87+ 8.15% |
$19.9K - $24.3K
|
1.15K
$325K
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
87+ 3.55% |
$19.9K - $24.3K
|
2.54K
$716K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 6.25% |
$18.3K - $22.4K
|
1.36K
$383K
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
77+ 2.81% |
$17.6K - $21.5K
|
2.82K
$795K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
75+ 0.78% |
$17.1K - $21K
|
9.64K
$2.72M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
74+ 0.42% |
$16.9K - $20.7K
|
17.5K
$4.93M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 0.76% |
$15.8K - $19.3K
|
9.2K
$2.59M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
68+ 13.0% |
$15.5K - $19K
|
591
$167K
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
66+ 7.67% |
$15.1K - $18.5K
|
926
$261K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
61+ 17.84% |
$13.9K - $17.1K
|
403
$114K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
61+ 2.22% |
$13.9K - $17.1K
|
2.81K
$792K
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
57+ 2.34% |
$13K - $16K
|
2.49K
$702K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
57+ 0.29% |
$13K - $16K
|
19.8K
$5.59M
|