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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$265.06 +0.23 (+0.09%)
As of 10:35 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1416
Total
Institutional Inflows
(last 12 months)
$6.98B
Number of
Institutional Sellers
(last 12 months)
929
Total
Institutional Outflows
(last 12 months)
$1.71B
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VO Institutional Buying and Selling by Quarter

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Vanguard Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.6,139$1.62M1.4%N/A0.001%
3/19/2025M1 Capital Management LLC1,518$401K0.2%N/A0.000%
3/19/2025Northeast Planning Associates INC. NH949$251K0.3%N/A0.000%
3/18/2025Objective Capital Management LLC11,281$2.98M2.0%+1.0%0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC152,288$40.22M0.1%+6.7%0.015%
3/17/2025Members Wealth LLC5,952$1.64M1.2%N/A0.001%
3/14/2025Keystone Financial Services LLC1,499$396K0.4%N/A0.000%
3/12/2025 Centaurus Financial Inc.1,974$521K0.0%+10.9%0.000%
3/12/2025 Wealthedge Investment Advisors LLC27,805$7.34M3.3%N/A0.003%
3/10/2025 SpringVest Wealth Management LLC1,836$485K0.4%N/A0.000%
3/6/2025 Copia Wealth Management1,863$492K0.5%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC11,732$3.10M1.0%N/A0.001%
3/6/2025 TFR Capital LLC.2,518$665K0.3%N/A0.000%
3/5/2025 Financial Insights Inc.12,236$3.23M1.2%-9.9%0.001%
3/5/2025 Probity Advisors Inc.853$225K0.0%-31.7%0.000%
3/4/2025 Comprehensive Money Management Services LLC2,225$588K0.5%N/A0.000%
3/3/2025 Pandi LLC115,868$30.60M4.6%N/A0.014%
2/28/2025 BridgePort Financial Solutions LLC2,984$796K0.4%N/A0.000%
2/28/2025 Brooklyn FI LLC28,113$7.64M1.2%N/A0.003%
2/27/2025 Bernard Wealth Management Corp.225$59K0.0%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,316$612K0.1%N/A0.000%
2/27/2025 Carolinas Wealth Consulting LLC3,756$992K0.2%-1.0%0.000%
2/26/2025 Yoffe Investment Management LLC5,345$1.41M2.0%N/A0.001%
2/25/2025 Heck Capital Advisors LLC189$50K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.34,109$9.01M0.3%-17.1%0.004%
2/25/2025 Shufro Rose & Co. LLC67,086$17.72M1.4%+145.2%0.008%
2/25/2025 Integrated Advisors Network LLC27,396$7.24M0.3%+1.6%0.003%
2/25/2025 Chokshi & Queen Wealth Advisors Inc2,452$648K0.4%N/A0.000%
2/25/2025 Garde Capital Inc.3,228$853K0.1%-1.6%0.000%
2/24/2025 Wilkins Miller Wealth Management LLC1,157$306K0.3%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.38,741$10.23M4.8%N/A0.005%
2/24/2025 Liberty Square Wealth Partners LLC4,045$1.12M0.4%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.69,197$18.28M0.4%+11.0%0.008%
2/24/2025 Ameriflex Group Inc.1,151$317K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC992$262K0.1%-6.9%0.000%
2/22/2025 American Trust218,969$57.84M4.4%-6.7%0.085%
2/21/2025 Ascent Group LLC1,854$490K0.0%-12.2%0.001%
2/21/2025 Aberdeen Wealth Management LLC130$34K0.0%-27.0%0.000%
2/21/2025 Vermillion Wealth Management Inc.840$222K0.1%N/A0.000%
2/20/2025 Forum Financial Management LP2,209$584K0.0%+8.0%0.001%
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2/20/2025 Wealth Management Strategies Inc.1,314$347K0.3%N/A0.001%
2/20/2025 Michels Family Financial LLC1,099$290K0.3%N/A0.000%
2/20/2025 Peak Retirement Planning Inc.2,316$611K0.4%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC24,413$6.45M1.5%+42.2%0.009%
2/20/2025 Revisor Wealth Management LLC3,726$984K0.9%+2.0%0.001%
2/19/2025 Richmond Investment Services LLC12,174$3.22M1.8%N/A0.005%
2/19/2025 North Star Asset Management Inc.1,925$508K0.0%-55.8%0.001%
2/19/2025 Invst LLC881$233K0.0%-16.3%0.000%
2/19/2025 Wilson & Boucher Capital Management LLC15,906$4.20M3.0%+3.2%0.006%
2/19/2025 Parr Mcknight Wealth Management Group LLC36,980$9.77M1.4%N/A0.014%
2/18/2025 Western Wealth Management LLC2,915$770K0.2%-62.9%0.001%
2/18/2025 Helium Advisors LLC1,074$284K0.2%N/A0.000%
2/18/2025 Mittelman Wealth Management7,702$2.03M1.9%-47.1%0.003%
2/18/2025 Sunbelt Securities Inc.658$174K0.0%-12.5%0.000%
2/18/2025 Stonebridge Financial Planning Group LLC4,566$1.21M0.5%+23.9%0.002%
2/18/2025 Vise Technologies Inc.895$236K0.0%N/A0.000%
2/18/2025 Retirement Planning Group LLC21,266$5.62M0.3%-29.9%0.008%
2/18/2025 AAF Wealth Management LLC11,655$3.08M1.6%-1.4%0.005%
2/18/2025 Headinvest LLC31,285$8.26M1.6%+7.7%0.012%
2/18/2025 Cornerstone Advisory LLC44,961$12.40M1.4%+39.6%0.017%
2/18/2025 Pacific Center for Financial Services16,910$4.47M1.1%-1.4%0.007%
2/18/2025 Mosaic Family Wealth Partners LLC8,530$2.25M0.3%+0.5%0.003%
2/18/2025 Pinnacle Financial Group LLC IL13,939$3.68M1.4%+16.3%0.005%
2/18/2025 Orion Capital Management LLC143$38K0.0%N/A0.000%
2/18/2025 McIlrath & Eck LLC79,323$20.95M2.7%+3.1%0.031%
2/18/2025 JDM Financial Group LLC38,971$10.29M5.4%-0.5%0.015%
2/18/2025 Monograph Wealth Advisors LLC7,342$1.94M0.3%+5.1%0.003%
2/18/2025 Novem Group3,822$1.01M0.1%N/A0.001%
2/18/2025 10Elms LLP640$169K0.2%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC12,824$3.39M0.1%-17.0%0.005%
2/18/2025 Continuum Advisory LLC20,707$5.47M0.7%+0.5%0.008%
2/18/2025 Mpwm Advisory Solutions LLC3,206$847K0.6%N/A0.001%
2/17/2025 US Financial Advisors LLC51,707$13.66M4.2%+1.3%0.020%
2/17/2025 Vista Investment Management5,570$1.47M0.6%-4.8%0.002%
2/17/2025 Waverly Advisors LLC42,377$11.19M0.2%+19.8%0.016%
2/17/2025 Whelan Financial47,960$12.67M5.0%-1.0%0.019%
2/17/2025 Williams Jones Wealth Management LLC.6,182$1.63M0.0%+10.9%0.002%
2/17/2025 Willis Johnson & Associates Inc.1,374$363K0.0%-5.8%0.001%
2/17/2025 Windsor Advisory Group LLC3,068$810K0.9%N/A0.001%
2/17/2025 Vident Advisory LLC26,724$7.06M0.1%+100.0%0.010%
2/17/2025 Visionary Wealth Advisors29,131$7.69M0.5%-0.9%0.011%
2/17/2025 Vista Cima Wealth Management LLC13,515$3.57M3.7%N/A0.005%
2/17/2025 Vivaldi Capital Management LP9,071$2.49M0.4%-1.1%0.004%
2/17/2025 Tidal Investments LLC1,812$479K0.0%-81.4%0.001%
2/17/2025 Trace Wealth Advisors LLC1,299$343K0.3%N/A0.001%
2/17/2025 TrinityPoint Wealth LLC17,576$4.64M0.7%+1.7%0.007%
2/17/2025 TrueWealth Financial Partners59,773$15.79M9.8%+1.0%0.023%
2/17/2025 Strategic Wealth Partners Ltd.1,292$357K0.0%+16.6%0.000%
2/17/2025 Sentinus LLC2,626$694K0.2%-35.6%0.001%
2/17/2025 Snowden Capital Advisors LLC14,773$3.90M0.1%+9.6%0.006%
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2/17/2025 Silvercrest Asset Management Group LLC2,712$716K0.0%N/A0.001%
2/17/2025 Royal Bank of Canada1,541,187$407.07M0.1%+3.9%0.596%
2/17/2025 Redwood Financial Network Corp1,603$424K0.3%-4.6%0.001%
2/17/2025 Riverview Capital Advisers LLC60,435$15.96M4.8%+0.2%0.023%
2/17/2025 Quadcap Wealth Management LLC2,318$612K0.1%-15.2%0.001%
2/17/2025 Quantinno Capital Management LP9,656$2.55M0.0%+41.5%0.004%
2/17/2025 Pathstone Holdings LLC572,925$151.34M0.7%-4.2%0.222%
2/17/2025 NorthRock Partners LLC3,145$831K0.0%+85.0%0.001%
2/17/2025 Northwest Quadrant Wealth Management LLC227,059$59.97M13.6%+0.5%0.088%
2/17/2025 London Co. of Virginia725$192K0.0%+2,585.2%0.000%
(Data available from 1/1/2016 forward)

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VO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VO shares?

During the previous two years, 2,177 institutional investors and hedge funds held shares of Vanguard Mid-Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($5.92B), Jones Financial Companies Lllp ($4.61B), Bank of America Corp DE ($3.05B), Creative Planning ($2.16B), Raymond James Financial Inc. ($1.60B), 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 1,914 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: Jones Financial Companies Lllp ($7.11M), Cerity Partners LLC ($6.22M), Raymond James Financial Inc. ($6.06M), TIAA Trust National Association ($2.16M), Border to Coast Pensions Partnership Ltd ($1.54M), BNP Paribas Financial Markets ($940.02K), and LPL Financial LLC ($744.08K).

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

Institutional investors have bought a total of 59,436,587 shares in the last 24 months. This purchase volume represents approximately $14.16B in transactions.

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

Of the 1,284 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: Focus Partners Wealth ($520.63K), Bank of New York Mellon Corp ($494.64K), Catalyst Capital Advisors LLC ($435.46K), TIAA Trust National Association ($376.31K), Simplicity Wealth LLC ($371.36K), The Manufacturers Life Insurance Company ($364.53K), and Beacon Pointe Advisors LLC ($293.87K).

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

Institutional investors have sold a total of 12,977,368 shares in the last 24 months. This volume of shares sold represents approximately $3.07B in transactions.



This page (NYSEARCA:VO) was last updated on 3/26/2025 by MarketBeat.com Staff
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