Free Trial

Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$277.38 +3.56 (+1.30%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1217
Total
Institutional Inflows
(last 12 months)
$5.35B
Number of
Institutional Sellers
(last 12 months)
863
Total
Institutional Outflows
(last 12 months)
$1.42B
Get VO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/21/2025First Citizens Bank & Trust Co.3,396$897K0.0%+14.2%0.001%
1/21/2025Duncan Williams Asset Management LLC11,122$2.94M1.2%N/A0.004%
1/21/2025Affiance Financial LLC6,982$1.84M0.4%+2.7%0.003%
1/21/2025AlphaMark Advisors LLC130$34K0.0%N/A0.000%
1/21/2025Moody Lynn & Lieberson LLC2,548$673K0.0%-5.4%0.001%
1/21/2025Anderson Hoagland & Co.41,273$11.30M1.2%-3.3%0.016%
1/21/2025Flagship Harbor Advisors LLC13,663$3.61M0.2%+1.0%0.005%
1/21/2025Juncture Wealth Strategies LLC1,371$362K0.1%N/A0.001%
1/21/2025Advocate Group LLC11,200$2.96M0.6%+6.3%0.004%
1/21/2025First Bancorp Inc ME 34,168$9.03M6.2%+4.8%0.013%
1/21/2025Nikulski Financial Inc.29,683$7.84M2.3%+0.5%0.011%
1/21/2025Grange Capital LLC6,561$1.73M1.8%N/A0.003%
1/21/2025CFS Investment Advisory Services LLC3,093$817K0.1%+10.0%0.001%
1/21/2025Grimes & Company Inc.5,052$1.33M0.0%-5.2%0.002%
1/21/2025Cyndeo Wealth Partners LLC10,604$2.80M0.2%+2.7%0.004%
1/21/2025Geneos Wealth Management Inc.11,891$3.14M0.1%+7.7%0.005%
1/21/2025Fifth Third Bancorp449,225$118.65M0.4%-3.8%0.174%
1/21/2025DGS Capital Management LLC1,897$501K0.1%-8.0%0.001%
1/21/2025McGuire Investment Group LLC1,900$502K0.1%+4.6%0.001%
1/21/2025Eclectic Associates Inc. ADV9,643$2.55M0.8%+8.8%0.004%
1/21/2025Goelzer Investment Management Inc.10,000$2.64M0.2%-6.8%0.004%
1/21/2025Sachetta LLC6,561$1.73M0.7%-1.1%0.003%
1/21/2025Wolff Financial Management LLC84,263$22.26M6.2%+0.3%0.033%
1/21/2025Wheelhouse Advisory Group LLC35,164$9.29M5.7%+5.0%0.014%
1/21/2025Midwest Financial Group LLC903$239K0.1%+11.2%0.000%
1/21/2025CX Institutional197,104$52.06M2.1%+33.1%0.076%
1/21/2025Patriot Investment Management Group Inc.60,025$15.85M1.2%-2.9%0.023%
1/21/2025Sound Income Strategies LLC3,704$978K0.1%-3.6%0.001%
1/21/2025LexAurum Advisors LLC7,201$1.90M0.4%+47.7%0.003%
1/21/2025RFG Advisory LLC19,716$5.21M0.1%-5.7%0.008%
1/21/2025TABR Capital Management LLC3,902$1.03M0.9%N/A0.002%
1/21/2025Cornerstone Wealth Management LLC14,495$3.83M0.3%+7.6%0.006%
1/21/2025Johnson Bixby & Associates LLC59,516$15.72M2.4%+5.4%0.023%
1/21/2025Brighton Jones LLC26,032$6.88M0.2%+127.4%0.010%
1/21/2025Montecito Bank & Trust4,569$1.21M0.2%+1.1%0.002%
1/17/2025 New Century Financial Group LLC7,691$2.05M0.9%-10.7%0.003%
1/17/2025 Veracity Capital LLC64,330$16.99M6.1%+4.4%0.025%
1/17/2025 Secure Asset Management LLC12,811$3.38M0.5%+2.1%0.005%
1/17/2025 Red Door Wealth Management LLC2,034$537K0.1%+4.3%0.001%
1/17/2025 Private Wealth Group LLC2,778$734K0.4%-1.7%0.001%
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad)

Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's issuing this NEW warning about Trump's inauguration.

Click here now to get the details because you must act before January 20th.
1/17/2025 Arkansas Financial Group Inc.163,861$43.28M7.0%-3.4%0.063%
1/17/2025 Galvin Gaustad & Stein LLC1,878$496K0.0%+2.1%0.001%
1/17/2025 Baron Silver Stevens Financial Advisors LLC13,785$3.64M0.6%+0.4%0.005%
1/17/2025 Avior Wealth Management LLC40,509$10.17M0.4%+7.9%0.016%
1/17/2025 Peterson Wealth Advisors LLC3,171$847K0.2%-2.5%0.001%
1/17/2025 Raleigh Capital Management Inc.141$37K0.0%+907.1%0.000%
1/17/2025 Marathon Strategic Advisors LLC17,154$4.53M4.9%-0.9%0.007%
1/17/2025 D.B. Root & Company LLC19,475$5.14M1.6%N/A0.008%
1/17/2025 Mutual Advisors LLC18,846$5.13M0.1%-8.1%0.007%
1/17/2025 First PREMIER Bank22,711$6.00M1.5%-0.3%0.009%
1/17/2025 True North Advisors LLC2,106$556K0.1%+158.7%0.001%
1/17/2025 Wesbanco Bank Inc.102,852$27.17M0.9%+9.1%0.040%
1/17/2025 Janney Montgomery Scott LLC365,820$96.62M0.3%-0.7%0.141%
1/17/2025 Bartlett & CO. Wealth Management LLC20,040$5.29M0.1%-3.4%0.008%
1/17/2025 Kelleher Financial Advisors5,919$1.56M0.6%-7.5%0.002%
1/17/2025 Westside Investment Management Inc.1,231$325K0.1%+3.4%0.000%
1/17/2025 Daymark Wealth Partners LLC53,282$14.07M0.5%+57.5%0.021%
1/17/2025 Madison Park Capital Advisors LLC981$259K0.2%-33.0%0.000%
1/17/2025 ForthRight Wealth Management LLC39,991$10.56M3.5%+1.6%0.015%
1/17/2025 Eagle Wealth Strategies LLC2,413$637K0.5%-2.7%0.001%
1/17/2025 Advisory Alpha LLC2,753$727K0.0%+3.3%0.001%
1/17/2025 MBM Wealth Consultants LLC2,998$791K0.2%-5.4%0.001%
1/17/2025 Dakota Wealth Management30,537$8.07M0.2%+3.2%0.012%
1/17/2025 XML Financial LLC29,210$7.72M0.7%+6.5%0.011%
1/17/2025 Traphagen Investment Advisors LLC2,812$743K0.1%-14.4%0.001%
1/17/2025 Genesis Private Wealth LLC1,288$340K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC4,236$1.12M0.1%+2.3%0.002%
1/17/2025 Sheets Smith Wealth Management11,167$2.95M0.4%-1.0%0.004%
1/17/2025 MCF Advisors LLC382$101K0.0%+33.6%0.000%
1/17/2025 Octavia Wealth Advisors LLC2,039$539K0.1%+4.1%0.001%
1/17/2025 Roberts Wealth Advisors LLC1,547$417K0.1%+61.8%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH16,243$4.29M0.0%-2.9%0.006%
1/17/2025 Farrell Financial LLC24,000$6.34M4.5%-0.2%0.009%
1/17/2025 Enclave Advisors LLC106,625$28.16M4.6%+12.9%0.041%
1/17/2025 Atomi Financial Group Inc.24,327$6.43M0.3%+27.5%0.009%
1/17/2025 Monterey Private Wealth Inc.3,415$902K0.3%+17.7%0.001%
1/17/2025 LifePlan Financial LLC3,563$941K0.8%-7.9%0.001%
1/17/2025 Chesley Taft & Associates LLC28,458$7.52M0.3%+0.9%0.011%
1/17/2025 Tarbox Family Office Inc.61,105$16.14M2.7%+0.1%0.024%
1/17/2025 Clear Harbor Asset Management LLC5,735$1.52M0.1%+11.4%0.002%
1/16/2025 First United Bank & Trust17,313$4.57M1.7%+6.7%0.007%
1/16/2025 Charles Schwab Trust Co7,853$2.07M0.2%+6.7%0.003%
1/16/2025 Aspiriant LLC4,130$1.09M0.0%-12.0%0.002%
1/16/2025 Royal Fund Management LLC6,131$1.64M0.2%-49.6%0.002%
1/16/2025 Ballentine Partners LLC64,990$17.17M0.3%+1.4%0.025%
1/16/2025 Pure Financial Advisors LLC94,174$24.87M0.6%-2.3%0.036%
1/16/2025 New Hampshire Trust164,475$43.44M9.2%+3.3%0.064%
1/16/2025 Koshinski Asset Management Inc.12,034$3.18M0.0%+6.1%0.005%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.2,328$615K0.1%-2.1%0.001%
1/16/2025 Wealthquest Corp126,653$33.45M2.7%+2.9%0.049%
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad)

Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's issuing this NEW warning about Trump's inauguration.

Click here now to get the details because you must act before January 20th.
1/16/2025 Colorado Capital Management Inc.16,480$4.35M2.1%+59.0%0.006%
1/16/2025 Harbor Investment Advisory LLC6,370$1.68M0.1%+77.3%0.002%
1/16/2025 Gemmer Asset Management LLC45,953$12.14M1.2%-4.7%0.018%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.68,789$18.17M3.8%+9.9%0.027%
1/16/2025 Zhang Financial LLC66,885$17.67M1.0%+15.1%0.026%
1/16/2025 MassMutual Private Wealth & Trust FSB516,587$136.45M3.8%+6.2%0.200%
1/16/2025 FLC Capital Advisors30,419$8.04M1.8%+1.4%0.012%
1/16/2025 SFG Wealth Management LLC.1,867$493K0.3%-3.1%0.001%
1/16/2025 Maltin Wealth Management Inc.9,431$2.49M1.2%+8.4%0.004%
1/16/2025 Flower City Capital818$216K0.1%-11.8%0.000%
(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, 1,968 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), Morgan Stanley ($1.39B), UBS Group AG ($1.36B), and Northwestern Mutual Wealth Management Co. ($1.28B).Learn more on VO's institutional investors.

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

Of the 1,737 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 ($6.17M), Jones Financial Companies Lllp ($4.14M), TIAA Trust National Association ($2.16M), Border to Coast Pensions Partnership Ltd ($1.54M), CIBC Private Wealth Group LLC ($957.74K), BNP Paribas Financial Markets ($940.02K), and Northwestern Mutual Wealth Management Co. ($836.28K).

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

Institutional investors have bought a total of 49,349,968 shares in the last 24 months. This purchase volume represents approximately $11.17B in transactions.

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

Of the 1,240 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 ($435.46K), Simplicity Wealth LLC ($371.36K), The Manufacturers Life Insurance Company ($342.37K), Beacon Pointe Advisors LLC ($293.87K), TIAA Trust National Association ($275.30K), and UBS Group AG ($266.98K).

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

Institutional investors have sold a total of 12,551,612 shares in the last 24 months. This volume of shares sold represents approximately $2.86B in transactions.



This page (NYSEARCA:VO) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners