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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$262.58
-0.07 (-0.03%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1227
Total
Institutional Inflows
(last 12 months)
$5.74B
Number of
Institutional Sellers
(last 12 months)
868
Total
Institutional Outflows
(last 12 months)
$1.44B
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VO Institutional Buying and Selling by Quarter

Vanguard Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Beam Wealth Advisors Inc.26,318$6.94M2.1%+20.1%0.010%
11/4/2024Proffitt & Goodson Inc.4,995$1.32M0.2%-54.1%0.002%
11/4/2024Kennebec Savings Bank3,836$1.01M1.0%N/A0.001%
11/4/2024Ashton Thomas Securities LLC1,952$515K0.1%+84.7%0.001%
11/4/2024Noble Family Wealth LLC40,913$10.79M2.9%-9.4%0.016%
11/4/2024Advantage Trust Co65,295$17.23M11.7%+1.2%0.025%
11/4/20241900 Wealth Management LLC29,538$7.38M0.7%+0.3%0.011%
11/4/2024Stockman Wealth Management Inc.1,392$367K0.1%-43.7%0.001%
11/4/2024VeraBank N.A.6,934$1.83M0.5%-3.9%0.003%
11/4/2024Mitchell Mcleod Pugh & Williams Inc.62,578$16.51M3.4%+10.7%0.024%
11/4/2024Tyler Stone Wealth Management1,934$510K0.1%+167.9%0.001%
11/4/2024Round Rock Advisors LLC84,283$22.24M5.2%-0.6%0.033%
11/4/2024Mayflower Financial Advisors LLC12,280$3.24M0.5%-0.6%0.005%
11/4/2024Legacy Capital Wealth Partners LLC5,744$1.52M0.3%-82.8%0.002%
11/4/2024HTG Investment Advisors Inc.1,024$270K0.1%+5.9%0.000%
11/4/2024Axxcess Wealth Management LLC253,180$66.80M1.6%+1.4%0.098%
11/4/2024Sigma Planning Corp23,175$6.11M0.2%-4.1%0.009%
11/4/2024Arrow Financial Corp116,099$30.63M2.8%-3.9%0.045%
11/2/2024 Transcendent Capital Group LLC9,360$2.47M1.3%-15.5%0.004%
11/2/2024 Houlihan Financial Resource Group Ltd.35,100$9.26M3.8%N/A0.014%
11/2/2024 Covestor Ltd1,078$285K0.2%+7.8%0.000%
11/2/2024 17 Capital Partners LLC3,759$992K0.6%+5.8%0.001%
11/2/2024 Mesirow Financial Investment Management Inc.164,660$43.45M0.8%+101.7%0.064%
11/2/2024 XML Financial LLC27,436$7.24M0.7%+2.9%0.011%
11/2/2024 RKL Wealth Management LLC30,866$8.14M0.7%-5.4%0.012%
11/1/2024 Sheets Smith Wealth Management11,282$2.98M0.4%-15.9%0.004%
11/1/2024 Atria Investments Inc15,921$4.20M0.1%+0.7%0.006%
11/1/2024 Acorn Financial Advisory Services Inc. ADV20,513$5.41M1.0%-0.5%0.008%
11/1/2024 Objective Capital Management LLC11,172$2.95M1.7%N/A0.004%
11/1/2024 SilverOak Wealth Management LLC196,457$51.83M11.6%+1.7%0.076%
11/1/2024 Fairway Wealth LLC1,194$315K0.1%+21.1%0.000%
11/1/2024 Lindbrook Capital LLC19,075$5.03M0.4%-5.5%0.007%
11/1/2024 Bridges Investment Management Inc.46,468$12.26M0.2%+0.2%0.018%
11/1/2024 Assetmark Inc.317,434$83.75M0.2%+1.3%0.123%
11/1/2024 Verdence Capital Advisors LLC11,919$3.15M0.3%+4.9%0.005%
11/1/2024 Verus Financial Partners Inc.32,217$8.46M0.9%-0.7%0.012%
11/1/2024 Sequent Asset Management LLC2,187$577K0.3%-50.0%0.001%
11/1/2024 Holistic Planning LLC15,850$4.18M1.8%+120.2%0.006%
11/1/2024 CWA Asset Management Group LLC2,355$621K0.0%N/A0.001%
11/1/2024 Beckerman Institutional LLC8,724$2.30M1.9%N/A0.003%
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11/1/2024 Leavell Investment Management Inc.172,560$45.53M2.3%+4.6%0.067%
11/1/2024 ABLE Financial Group LLC2,131$562K0.2%+14.0%0.001%
11/1/2024 SFG Wealth Management LLC.1,926$508K0.3%-4.9%0.001%
11/1/2024 Capital Performance Advisors LLP748$197K0.1%N/A0.000%
11/1/2024 Aspire Wealth Management Corp3,558$939K0.5%-13.1%0.001%
11/1/2024 Heritage Wealth Management Inc.5,148$1.36M0.4%-9.0%0.002%
11/1/2024 Financial Strategies Group Inc.2,298$618K0.1%+2.2%0.001%
11/1/2024 Bensler LLC959$253K0.0%-7.2%0.000%
10/31/2024 TFB Advisors LLC4,236$1.12M0.3%-8.2%0.002%
10/31/2024 Consolidated Planning Corp2,268$598K0.1%-79.1%0.001%
10/31/2024 Washington Trust Bank1,647$435K0.0%+20.8%0.001%
10/31/2024 Principal Financial Group Inc.28,537$7.53M0.0%-51.4%0.011%
10/31/2024 Montecito Bank & Trust4,519$1.19M0.2%+1.1%0.002%
10/31/2024 Woodmont Investment Counsel LLC89,055$23.50M1.8%+0.2%0.034%
10/31/2024 Cozad Asset Management Inc.34,076$8.99M0.9%+4.8%0.013%
10/31/2024 Vickerman Investment Advisors Inc.13,837$3.65M1.1%+1.7%0.005%
10/31/2024 Jackson Square Capital LLC9,850$2.60M0.6%N/A0.004%
10/31/2024 US Financial Advisors LLC51,036$13.47M4.2%+2.4%0.020%
10/31/2024 Ironsides Asset Advisors LLC43,087$11.37M3.3%+0.7%0.017%
10/31/2024 Walkner Condon Financial Advisors LLC24,514$6.47M1.3%+3.9%0.009%
10/31/2024 Exencial Wealth Advisors LLC68,927$18.19M0.7%-2.8%0.027%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC1,173$309K0.2%N/A0.000%
10/31/2024 Prudent Investors Network Inc.75,758$19.99M6.1%+23.1%0.029%
10/31/2024 JNBA Financial Advisors27,410$7.23M0.7%-8.8%0.011%
10/31/2024 Dechtman Wealth Management LLC128,420$33.88M6.9%+22.9%0.050%
10/31/2024 Concurrent Investment Advisors LLC42,916$11.32M0.3%+33.5%0.017%
10/30/2024 White Lighthouse Investment Management Inc.16,397$4.33M0.8%+2.6%0.006%
10/30/2024 Radnor Capital Management LLC860$227K0.0%N/A0.000%
10/30/2024 Benchmark Financial Wealth Advisors LLC26,269$6.93M2.3%-1.1%0.010%
10/30/2024 Invictus Private Wealth LLC363,106$95.80M7.6%+2.0%0.140%
10/30/2024 Avidian Wealth Enterprises LLC56,771$14.98M0.7%-4.1%0.022%
10/30/2024 Balentine LLC5,098$1.35M0.1%+12.4%0.002%
10/30/2024 Falcon Wealth Planning2,253$595K0.1%-5.7%0.001%
10/30/2024 NorthRock Partners LLC1,700$449K0.0%+18.1%0.001%
10/30/2024 Crestwood Advisors Group LLC28,911$7.63M0.1%-2.3%0.011%
10/30/2024 Ameritas Advisory Services LLC44,017$11.61M0.5%-21.6%0.017%
10/30/2024 Heritage Investors Management Corp69,531$18.34M0.6%-2.8%0.027%
10/30/2024 Hanlon Investment Management Inc.19,087$5.04M1.4%-1.3%0.007%
10/30/2024 Pittenger & Anderson Inc.254,376$67.11M2.5%+2.7%0.098%
10/30/2024 Geneva Partners LLC2,622$692K0.3%+8.3%0.001%
10/30/2024 Landmark Wealth Management LLC5,380$1.42M0.6%N/A0.002%
10/30/2024 United Advisor Group LLC1,065$281K0.1%N/A0.000%
10/30/2024 James J. Burns & Company LLC41,176$10.86M2.0%+10.6%0.016%
10/30/2024 Cary Street Partners Asset Management LLC4,070$1.07M0.1%+3.0%0.002%
10/30/2024 Clarity Capital Partners LLC2,450$646K0.4%+22.8%0.001%
10/30/2024 Madden Advisory Services Inc.3,509$926K0.4%+1.4%0.001%
10/30/2024 FSM Wealth Advisors LLC762$201K0.1%N/A0.000%
10/30/2024 Moloney Securities Asset Management LLC2,518$664K0.1%+35.4%0.001%
10/30/2024 Catalyst Capital Advisors LLC384,454$101.43M2.3%-5.2%0.149%
10/30/2024 Hazlett Burt & Watson Inc.204$54K0.0%+29.1%0.000%
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10/30/2024 World Equity Group Inc.2,011$530K0.2%-28.3%0.001%
10/30/2024 TKG Advisors LLC760$201K0.1%-9.4%0.000%
10/30/2024 PDS Planning Inc199,411$52.61M4.7%+426.0%0.077%
10/30/2024 QRG Capital Management Inc.2,877$759K0.0%+21.0%0.001%
10/30/2024 FIDELIS iM LLC81,910$21.61M9.8%-0.3%0.032%
10/30/2024 Wetzel Investment Advisors Inc.5,011$1.32M0.7%+2,309.1%0.002%
10/30/2024 Wheelhouse Advisory Group LLC33,501$8.84M5.9%+5.1%0.013%
10/29/2024 Northeast Investment Management65,463$17.27M0.8%-0.8%0.025%
10/29/2024 Retirement Financial Solutions LLC74,232$19.59M8.6%+1.9%0.029%
10/29/2024 Forum Financial Management LP2,046$540K0.0%+24.9%0.001%
(Data available from 1/1/2016 forward)

VO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VO shares?

During the previous two years, 1,952 institutional investors and hedge funds held shares of Vanguard Mid-Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($6.06B), Bank of America Corp DE ($3.05B), Jones Financial Companies Lllp ($2.34B), Creative Planning ($2.16B), Cerity Partners LLC ($1.45B), Morgan Stanley ($1.39B), and UBS Group AG ($1.36B).Learn more on VO's institutional investors.

Which institutional investors have been buying Vanguard Mid-Cap ETF stock?

Of the 1,725 institutional investors that purchased Vanguard Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($6.02M), Jones Financial Companies Lllp ($4.14M), TIAA Trust National Association ($2.16M), Border to Coast Pensions Partnership Ltd ($1.50M), CIBC Private Wealth Group LLC ($1.14M), Northwestern Mutual Wealth Management Co. ($836.28K), and Charles Schwab Investment Management Inc. ($737.66K).

How much institutional buying is happening at Vanguard Mid-Cap ETF?

Institutional investors have bought a total of 48,952,271 shares in the last 24 months. This purchase volume represents approximately $10.89B in transactions.

Which Vanguard Mid-Cap ETF major shareholders have been selling company stock?

Of the 1,221 institutional investors that sold Vanguard Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($476.41K), Catalyst Capital Advisors LLC ($456.53K), Simplicity Wealth LLC ($371.36K), UBS Group AG ($320.92K), The Manufacturers Life Insurance Company ($319.36K), Beacon Pointe Advisors LLC ($293.87K), and TIAA Trust National Association ($275.30K).

How much institutional selling is happening at Vanguard Mid-Cap ETF?

Institutional investors have sold a total of 12,611,596 shares in the last 24 months. This volume of shares sold represents approximately $2.84B in transactions.



This page (NYSEARCA:VO) was last updated on 11/4/2024 by MarketBeat.com Staff
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