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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$294.81 +1.32 (+0.45%)
Closing price 04:10 PM Eastern
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$294.83 +0.02 (+0.01%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1679
Total
Institutional Inflows
(last 12 months)
$11.38B
Number of
Institutional Sellers
(last 12 months)
1200
Total
Institutional Outflows
(last 12 months)
$1.93B
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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
10/24/2025Arkansas Financial Group Inc.153,082$45.19M6.7%-3.4%0.050%
10/24/2025Citizens & Northern Corp681$200K0.0%N/A0.000%
10/24/2025Washington Trust Bank8,921$2.62M0.2%-5.1%0.003%
10/24/2025Warwick Investment Management Inc.3,039$893K0.2%+8.5%0.001%
10/24/2025Associated Banc Corp184,972$54.33M1.4%+6.9%0.060%
10/24/2025Forum Financial Management LP1,948$572K0.0%-18.8%0.001%
10/24/2025CGC Financial Services LLC132$39K0.0%+428.0%0.000%
10/24/2025Phillips Financial Management LLC102,238$30.03M2.0%-0.9%0.033%
10/24/2025Legacy Trust4,823$1.42M0.3%+157.6%0.002%
10/24/2025Sachetta LLC6,863$2.02M0.8%-1.4%0.002%
10/24/2025ORG Partners LLC130$38K0.0%+103.1%0.000%
10/24/2025Avion Wealth39,805$11.69M2.5%+2.3%0.013%
10/24/2025R. W. Roge & Company Inc.2,574$756K0.4%-4.2%0.001%
10/24/2025Hidden Cove Wealth Management LLC11,321$3.33M2.2%+4.2%0.004%
10/24/2025SilverOak Wealth Management LLC230,412$67.68M11.4%+3.2%0.075%
10/24/2025Sonoma Allocations LLC2,330$673K0.2%N/A0.001%
10/24/2025Catalina Capital Group LLC707$208K0.1%N/A0.000%
10/24/2025World Equity Group Inc.2,961$870K0.2%+6.4%0.001%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,952$2.92M0.3%-5.2%0.003%
10/24/2025Moneywise Inc.8,933$2.62M1.2%-2.4%0.003%
10/24/2025Farnam Financial LLC3,606$1.06M0.8%-5.2%0.001%
10/24/2025Narwhal Capital Management709$208K0.0%N/A0.000%
10/24/2025Fingerlakes Wealth Management Inc.8,382$2.46M1.6%-1.0%0.003%
10/24/2025Fjell Capital LLC14,372$4.22M3.7%-3.3%0.005%
10/24/2025Valmark Advisers Inc.34,387$10.10M0.1%+1.3%0.011%
10/24/2025Maltin Wealth Management Inc.11,197$3.29M1.4%+5.0%0.004%
10/24/2025Trueblood Wealth Management LLC3,318$975K0.4%+1.7%0.001%
10/24/2025Seamount Financial Group Inc.12,037$3.54M1.7%+8.6%0.004%
10/24/2025Pasadena Private Wealth LLC689$202K0.0%-18.8%0.000%
10/24/2025Colorado Capital Management Inc.18,552$5.45M2.1%+2.5%0.006%
10/23/2025Essex LLC5,290$1.55M0.3%-1.2%0.002%
10/23/2025Apex Wealth Management LLC3,222$946K0.7%+1.9%0.001%
10/23/2025Next Level Private LLC6,806$2.01M0.6%-1.2%0.002%
10/23/2025Duncker Streett & Co. Inc.10,090$2.96M0.5%-1.4%0.003%
10/23/2025Wingate Wealth Advisors Inc.7,406$2.18M1.5%+19.5%0.002%
10/23/2025Steinberganna Wealth Management861$253K0.1%N/A0.000%
10/23/2025Steigerwald Gordon & Koch Inc.126$37K0.0%N/A0.000%
10/23/2025Lee Kelleher Wealth Management3,852$1.13M0.7%-2.5%0.001%
10/23/2025tru Independence LLC1,106$325K0.1%+8.2%0.000%
10/23/2025Investors Asset Management of Georgia Inc. GA ADV2,108$619K0.3%+29.1%0.001%
10/23/2025Clear Harbor Asset Management LLC6,235$1.83M0.1%+8.7%0.002%
10/23/2025Moisand Fitzgerald Tamayo LLC13,448$3.95M0.5%-1.2%0.004%
10/23/2025Kingswood Wealth Advisors LLC18,860$5.54M0.3%+63.0%0.006%
10/23/2025Foster & Motley Inc.765$225K0.0%N/A0.000%
10/23/2025First Bancorp Inc ME 37,115$10.90M5.8%+0.5%0.012%
10/23/2025Birch Hill Investment Advisors LLC4,184$1.23M0.1%+0.9%0.001%
10/23/2025Benjamin Edwards Inc.65,524$19.26M0.2%+3.6%0.021%
10/23/2025Financial Advisory Partners LLC13,232$3.89M1.1%+3.5%0.004%
10/23/2025B&D White Capital Company LLC5,730$1.68M0.2%N/A0.002%
10/23/2025Ethos Financial Group LLC33,475$9.83M0.8%-6.8%0.011%
10/23/2025TCV Trust & Wealth Management Inc.155,398$45.65M3.8%-1.0%0.051%
10/23/2025West Bancorporation Inc.10,074$2.96M1.6%+3.2%0.003%
10/23/2025HB Wealth Management LLC118,232$34.73M0.2%+12.8%0.039%
10/23/2025Realta Investment Advisors562$165K0.1%+59.2%0.000%
10/23/2025CX Institutional216,458$63.58M1.9%+9.1%0.071%
10/23/2025Strategic Blueprint LLC2,803$823K0.0%-5.2%0.001%
10/23/2025Etesian Wealth Advisors Inc.4,652$1.37M0.5%-11.8%0.002%
10/23/2025FinDec Wealth Services Inc.17,005$5.00M5.2%-3.3%0.006%
10/23/2025Bridgewealth Advisory Group LLC29,509$8.67M2.0%+4.6%0.010%
10/23/2025HT Partners LLC1,186$348K0.1%-3.3%0.000%
10/23/2025SkyOak Wealth LLC1,053$309K0.1%-7.9%0.000%
10/23/2025Park Avenue Securities LLC28,328$8.32M0.1%N/A0.009%
10/23/2025Whitegate Investment Counselors Inc.30,489$8.96M2.9%-1.8%0.010%
10/22/2025 Sather Financial Group Inc707$208K0.0%N/A0.000%
10/22/2025 Pachira Investments Inc.2,818$828K0.5%+6.6%0.001%
10/22/2025 WP Advisors LLC17,766$5.22M1.3%-1.7%0.006%
10/22/2025 MassMutual Private Wealth & Trust FSB524,143$153.96M3.9%-0.5%0.171%
10/22/2025 Cerity Partners LLC943,047$276.76M0.4%+2.3%0.308%
10/22/2025 First Merchants Corp19,387$5.70M0.2%-4.6%0.006%
10/22/2025 New Perspectives Inc9,026$2.65M1.2%+0.8%0.003%
10/22/2025 Crews Bank & Trust1,059$311K0.0%-14.2%0.000%
10/22/2025 Capital Planning LLC33,593$9.90M2.9%+1.4%0.011%
10/22/2025 NORTHSTAR ASSET MANAGEMENT Co57,934$17.02M3.7%+0.2%0.019%
10/22/2025 McIlrath & Eck LLC81,879$24.05M2.5%+6.1%0.027%
10/22/2025 Wilson & Boucher Capital Management LLC15,801$4.64M3.1%-0.6%0.005%
10/22/2025 Compass Planning Associates Inc2,173$638K0.6%+59.2%0.001%
10/22/2025 Ironwood Financial llc6,977$2.05M0.4%+1.5%0.002%
10/22/2025 Washington Growth Strategies LLC1,970$579K0.4%-13.8%0.001%
10/22/2025 Tribridge Partners Financial LLC54,336$16.00M7.4%+24.4%0.018%
10/22/2025 CoreCap Advisors LLC44,083$12.95M0.5%+20.9%0.014%
10/22/2025 Grandview Asset Management LLC14,980$4.40M1.2%-9.0%0.005%
10/22/2025 Bernardo Wealth Planning LLC17,470$5.13M1.0%-2.5%0.006%
10/22/2025 OneAscent Financial Services LLC19,749$5.82M0.8%-36.9%0.006%
10/22/2025 Spirepoint Private Client LLC708$208K0.0%N/A0.000%
10/22/2025 Garrison Point Advisors LLC6,302$1.85M0.8%+11.3%0.002%
10/22/2025 Gladstone Institutional Advisory LLC28,316$8.32M0.3%+6.9%0.009%
10/22/2025 Geneos Wealth Management Inc.4,353$1.28M0.0%-76.7%0.001%
10/22/2025 Blue Bell Private Wealth Management LLC3,953$1.16M0.2%+2.6%0.001%
10/22/2025 Community Trust & Investment Co.3,900$1.15M0.1%N/A0.001%
10/22/2025 Forza Wealth Management LLC1,828$537K0.2%N/A0.001%
10/22/2025 Gries Financial LLC969$285K0.0%+12.9%0.000%
10/22/2025 Byrne Asset Management LLC710$209K0.1%-6.2%0.000%
10/22/2025 Encompass Wealth Advisors LLC10,983$3.23M1.1%+0.3%0.004%
10/22/2025 Capital Management Associates Inc11,595$3.41M0.9%-0.5%0.004%
10/22/2025 TI Trust Inc.2,662$782K0.5%-1.9%0.001%
10/22/2025 Keystone Wealth Services LLC3,661$1.08M0.2%+1.0%0.001%
10/22/2025 Stevens Capital Partners6,094$1.79M0.5%-3.0%0.002%
10/22/2025 Blossom Wealth Management3,520$1.03M1.7%+3.5%0.001%
10/22/2025 Capital Advantage Inc.15,730$4.62M0.7%+14.0%0.005%
10/22/2025 D.A. Davidson & CO.92,588$27.20M0.2%+33.7%0.030%
(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, 2,364 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 ($2.35B), Northwestern Mutual Wealth Management Co. ($1.88B), Raymond James Financial Inc. ($1.84B), 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 2,089 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: Raymond James Financial Inc. ($6.57M), Cerity Partners LLC ($6.25M), Jones Financial Companies Lllp ($4.66M), 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 42,380,774 shares in the last 24 months. This purchase volume represents approximately $11.39B in transactions.

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

Of the 1,197 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 ($897.12K), Focus Partners Wealth ($520.63K), CBIZ Investment Advisory Services LLC ($318.10K), TIAA Trust National Association ($306.68K), JPMorgan Chase & Co. ($196.50K), Commonwealth Equity Services LLC ($116.61K), and Ameriprise Financial Inc. ($114.66K).

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

Institutional investors have sold a total of 7,221,762 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


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This page (NYSEARCA:VO) was last updated on 10/24/2025 by MarketBeat.com Staff
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