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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$286.21 +4.27 (+1.51%)
Closing price 08/4/2025 04:10 PM Eastern
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$285.69 -0.52 (-0.18%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1600
Total
Institutional Inflows
(last 12 months)
$10.60B
Number of
Institutional Sellers
(last 12 months)
1128
Total
Institutional Outflows
(last 12 months)
$1.90B
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VO Institutional Buying and Selling by Quarter

Vanguard Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Center for Financial Planning Inc.142,232$39.80M4.6%+1,168.6%0.047%
8/4/2025Great Lakes Retirement Inc.14,668$4.12M0.5%+11.0%0.005%
8/4/2025NWK Group Inc.402$113K0.0%-10.3%0.000%
8/4/2025AlphaStar Capital Management LLC2,875$804K0.1%N/A0.001%
8/4/2025Bridgewealth Advisory Group LLC28,214$7.90M2.0%+408.5%0.009%
8/4/2025Integrity Alliance LLC.13,537$3.79M0.2%+0.3%0.005%
8/4/2025Linscomb Wealth Inc.9,680$2.71M0.1%-0.6%0.003%
8/4/2025Creative Financial Designs Inc. ADV12,219$3.42M0.2%+4.6%0.004%
8/4/2025AMG National Trust Bank142,798$39.96M1.0%+12.7%0.048%
8/4/2025Creekmur Asset Management LLC1,044$292K0.1%+32.0%0.000%
8/4/2025Kovack Advisors Inc.1,632$457K0.0%-7.0%0.001%
8/4/2025Earned Wealth Advisors LLC923$258K0.1%-6.7%0.000%
8/4/2025IFG Advisory LLC4,092$1.15M0.1%-3.0%0.001%
8/4/2025Pinnacle Associates Ltd.48,261$13.51M0.2%-3.0%0.016%
8/4/2025Mesirow Financial Investment Management Inc.83,131$23.26M0.5%+1.8%0.028%
8/4/2025BLB&B Advisors LLC163,221$45.67M2.1%+29.0%0.054%
8/4/2025UNIVEST FINANCIAL Corp963$270K0.0%-47.5%0.000%
8/4/2025REDW Wealth LLC8,496$2.38M0.9%-11.6%0.003%
8/4/2025Evergreen Advisors LLC716$200K0.1%N/A0.000%
8/4/2025One Day In July LLC1,102$308K0.0%+40.2%0.000%
8/4/2025Heritage Investors Management Corp63,665$17.82M0.6%-2.3%0.021%
8/4/2025Prairie Wealth Advisors Inc.875$246K0.1%-4.2%0.000%
8/4/2025Field & Main Bank37,406$10.47M3.4%+36.6%0.012%
8/4/2025Atria Investments Inc21,522$6.02M0.1%+56.8%0.007%
8/4/2025Carret Asset Management LLC771$216K0.0%N/A0.000%
8/4/2025Savvy Advisors Inc.5,237$1.47M0.1%+10.3%0.002%
8/4/2025Noesis Capital Mangement Corp914$256K0.0%+14.8%0.000%
8/4/2025Grant Street Asset Management Inc.68,104$19.06M4.3%-1.1%0.023%
8/4/2025Assetmark Inc.363,792$101.80M0.2%+5.9%0.121%
8/4/2025Keybank National Association OH32,127$8.99M0.0%+0.2%0.011%
8/4/2025Spire Wealth Management5,803$1.62M0.1%-4.3%0.002%
8/4/2025Hantz Financial Services Inc.586$164K0.0%+6.7%0.000%
8/4/2025Buck Wealth Strategies LLC79,889$22.36M3.4%+16.5%0.027%
8/4/2025Arkadios Wealth Advisors29,227$8.18M0.2%+28.1%0.010%
8/4/2025World Investment Advisors49,489$13.85M0.3%+5.2%0.016%
8/4/2025Lathrop Investment Management Co.1,030$288K0.1%+3.7%0.000%
8/4/2025Flagship Harbor Advisors LLC13,591$3.80M0.2%-3.9%0.005%
8/4/2025Daymark Wealth Partners LLC34,480$9.65M0.4%-1.3%0.011%
8/4/2025Mayflower Financial Advisors LLC11,817$3.31M0.5%-1.9%0.004%
8/4/2025Bristlecone Advisors LLC24,485$6.85M0.6%-4.8%0.008%
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8/4/2025WNY Asset Management LLC1,088$304K0.0%-45.5%0.000%
8/4/2025L.M. Kohn & Company1,226$343K0.1%-55.9%0.000%
8/4/2025Beirne Wealth Consulting Services LLC35,743$10.04M3.3%+26.6%0.012%
8/4/2025Human Investing LLC1,658$464K0.1%N/A0.001%
8/4/2025JDM Financial Group LLC41,139$11.51M5.4%+2.8%0.014%
8/1/2025 Bank of Jackson Hole Trust1,408$394K0.2%-7.6%0.000%
8/1/2025 Biltmore Family Office LLC5,278$1.48M0.3%-3.7%0.002%
8/1/2025 Bull Oak Capital LLC14,294$4M1.8%-48.4%0.005%
8/1/2025 PCA Investment Advisory Services Inc.10,650$2.98M1.3%+4.3%0.004%
8/1/2025 Planning Directions Inc.7,898$2.21M1.2%+3.1%0.003%
8/1/2025 Zhang Financial LLC77,220$21.61M1.0%+10.1%0.026%
8/1/2025 Anson Capital Inc.14,101$3.94M3.2%-0.7%0.005%
8/1/2025 New York Life Investment Management LLC187,020$52.33M0.5%+3.1%0.062%
8/1/2025 First National Trust Co5,168$1.45M0.1%+68.5%0.002%
8/1/2025 Clark Asset Management LLC1,884$527K0.1%-7.1%0.001%
8/1/2025 Motley Fool Wealth Management LLC12,870$3.60M0.2%-16.9%0.004%
8/1/2025 May Hill Capital LLC24,702$6.91M2.3%-3.3%0.008%
8/1/2025 GWN Securities Inc.12,006$3.38M0.6%-72.6%0.004%
8/1/2025 Alexander Labrunerie & CO. Inc.2,981$834K0.3%-3.2%0.001%
8/1/2025 Advisory Alpha LLC2,782$779K0.0%-5.2%0.001%
8/1/2025 Facet Wealth Inc.88,310$25.26M0.6%-1.8%0.029%
8/1/2025 Transcend Capital Advisors LLC9,423$2.64M0.2%-4.3%0.003%
8/1/2025 Cobblestone Capital Advisors LLC NY1,627$455K0.0%+21.4%0.001%
8/1/2025 Bessemer Group Inc.193,818$54.24M0.1%+14.9%0.065%
8/1/2025 Koss Olinger Consulting LLC4,091$1.15M0.1%-10.5%0.001%
8/1/2025 Brookwood Investment Group LLC3,412$955K0.2%-4.2%0.001%
8/1/2025 MilWealth Group LLC3,638$1.02M0.3%-1.6%0.001%
8/1/2025 Yukon Wealth Management Inc.5,005$1.40M0.5%-32.3%0.002%
8/1/2025 First Command Advisory Services Inc.561,518$157.13M1.4%+2.9%0.187%
8/1/2025 Ashton Thomas Private Wealth LLC92,157$25.89M0.9%-24.1%0.031%
8/1/2025 Solstein Capital LLC592$166K0.1%+10.2%0.000%
8/1/2025 MorganRosel Wealth Management LLC31,208$8.73M2.4%+0.7%0.010%
8/1/2025 Envestnet Asset Management Inc.3,210,842$898.46M0.3%+0.9%1.069%
7/31/2025 Wealthfront Advisers LLC12,435$3.48M0.0%+0.4%0.004%
7/31/2025 New Hampshire Trust174,123$48.73M10.2%+3.7%0.058%
7/31/2025 Oppenheimer Asset Management Inc.257,104$71.95M0.8%-0.5%0.086%
7/31/2025 Atlatl Advisers LLC746$209K0.1%N/A0.000%
7/31/2025 Guardian Wealth Advisors LLC2,194$614K0.4%-3.9%0.001%
7/31/2025 VestGen Investment Management10,154$2.84M2.0%-9.2%0.003%
7/31/2025 Ballast Advisors LLC122$34K0.0%N/A0.000%
7/31/2025 Conservest Capital Advisors Inc.14,277$4.00M0.4%-0.4%0.005%
7/31/2025 Fiduciary Wealth Partners LLC35,633$9.97M9.4%+45.6%0.012%
7/31/2025 Darden Wealth Group Inc4,028$1.13M0.7%+386.5%0.001%
7/31/2025 Schoolcraft Capital LLC4,261$1.19M0.2%-2.3%0.001%
7/31/2025 Schneider Downs Wealth Management Advisors LP239,614$67.05M10.0%+3.7%0.080%
7/31/2025 Interchange Capital Partners LLC5,301$1.48M0.3%-3.7%0.002%
7/31/2025 Brighton Jones LLC27,222$7.62M0.2%+5.9%0.009%
7/31/2025 Waldron Private Wealth LLC2,113$594K0.0%-2.0%0.001%
7/31/2025 Leavell Investment Management Inc.184,840$51.92M2.3%+1.5%0.062%
7/31/2025 Burke & Herbert Bank & Trust Co.886$248K0.1%-47.4%0.000%
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7/31/2025 Mason & Associates Inc10,079$2.82M0.7%+2.9%0.003%
7/31/2025 B & T Capital Management DBA Alpha Capital Management5,285$1.48M0.3%-1.9%0.002%
7/31/2025 BIP Wealth LLC2,323$650K0.0%-20.1%0.001%
7/31/2025 City State Bank11,442$3.20M1.0%-2.8%0.004%
7/31/2025 Focus Partners Advisor Solutions LLC19,148$5.36M0.1%+42.5%0.006%
7/31/2025 Curio Wealth LLC7,851$2.20M1.0%+5,277.4%0.003%
7/31/2025 Mycio Wealth Partners LLC716$200K0.0%+41.2%0.000%
7/31/2025 Ranch Capital Advisors Inc.2,018$566K0.2%-14.8%0.001%
7/31/2025 Richards Merrill & Peterson Inc.1,566$438K0.2%+17.3%0.001%
7/31/2025 NORTHSTAR ASSET MANAGEMENT Co57,809$16.18M3.7%-0.7%0.019%
(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, 2,295 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 ($4.72B), Creative Planning ($2.16B), Northwestern Mutual Wealth Management Co. ($1.62B), Raymond James Financial Inc. ($1.60B), Morgan Stanley ($1.39B), and UBS Group AG ($1.36B).Learn more on Vanguard Mid-Cap ETF's institutional investors.

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

Of the 2,020 institutional investors that purchased Vanguard Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($8.39M), Cerity Partners LLC ($6.26M), Raymond James Financial Inc. ($6.19M), US Bancorp DE ($4.13M), Envestnet Portfolio Solutions Inc. ($2.59M), TIAA Trust National Association ($2.16M), and GAMMA Investing LLC ($1.24M).

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

Institutional investors have bought a total of 39,885,641 shares in the last 24 months. This purchase volume represents approximately $10.59B in transactions.

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

Of the 1,125 institutional investors that sold Vanguard Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Financial Markets ($656.78K), CBIZ Investment Advisory Services LLC ($545.11K), Focus Partners Wealth ($520.63K), Simplicity Wealth LLC ($371.36K), Ameriprise Financial Inc. ($283.78K), LPL Financial LLC ($268.00K), and TIAA Trust National Association ($153.99K).

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

Institutional investors have sold a total of 7,264,928 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


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This page (NYSEARCA:VO) was last updated on 8/5/2025 by MarketBeat.com Staff
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