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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$291.95 +0.15 (+0.05%)
As of 11:31 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)
1661
Total
Institutional Inflows
(last 12 months)
$11.50B
Number of
Institutional Sellers
(last 12 months)
1183
Total
Institutional Outflows
(last 12 months)
$2.01B
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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
9/12/2025 Valeo Financial Advisors LLC65,672$18.38M0.4%+278.8%0.022%
9/9/2025 NWF Advisory Services Inc.11,435$3.20M0.4%+2.9%0.004%
9/4/2025 Osaic Holdings Inc.686,338$191.72M0.3%+0.5%0.230%
9/4/2025 Beacon Capital Management Inc.94$26K0.0%N/A0.000%
9/3/2025 American Trust119,255$33.37M3.1%N/A0.040%
8/29/2025 Centaurus Financial Inc.1,547$433K0.0%-4.0%0.001%
8/28/2025 Midwestern Financial LLC IA4,099$1.15M1.1%N/A0.001%
8/27/2025 Tribridge Partners Financial LLC43,665$12.22M7.2%N/A0.015%
8/27/2025 Orion Porfolio Solutions LLC10,620$2.97M0.0%-1.6%0.004%
8/26/2025 Thrivent Financial for Lutherans142,546$39.89M0.1%+173.5%0.048%
8/26/2025 Claris Financial LLC1,932$541K0.4%-3.5%0.001%
8/26/2025 Nautilus Advisors LLC1,958$548K0.4%-3.0%0.001%
8/25/2025 Promus Capital LLC433$121K0.1%+52.5%0.000%
8/22/2025 TT Capital Management LLC5,192$1.37M0.5%N/A0.002%
8/20/2025 Forefront Wealth Partners LLC5,476$1.45M1.0%-1.1%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.11,772$3.29M0.2%N/A0.004%
8/19/2025 Advisory Services Network LLC36,143$10.34M0.2%+20.9%0.012%
8/19/2025 Anchor Investment Management LLC7,211$2.02M0.2%-5.2%0.002%
8/19/2025 Asset Dedication LLC4,201$1.18M0.1%-4.4%0.001%
8/18/2025 Tyler Stone Wealth Management1,475$413K0.1%-23.8%0.000%
8/18/2025 Tactive Advisors LLC4,634$1.30M0.4%N/A0.002%
8/18/2025 N.E.W. Advisory Services LLC7,929$2.22M0.2%-8.5%0.003%
8/18/2025 Geneos Wealth Management Inc.18,661$5.22M0.1%+3.7%0.006%
8/18/2025 Kestra Investment Management LLC486,809$136.22M4.1%+11.3%0.163%
8/18/2025 Cornerstone Financial Group LLC NE 1,022$286K0.2%N/A0.000%
8/18/2025 Pacific Center for Financial Services91,556$25.62M7.0%-0.6%0.031%
8/16/2025 Parr Mcknight Wealth Management Group LLC36,898$10.33M1.4%+3.0%0.012%
8/15/2025 Strategic Investment Advisors MI27,432$7.69M0.7%+18.3%0.009%
8/15/2025 High Falls Advisors Inc801$224K0.0%N/A0.000%
8/15/2025 Nikulski Financial Inc.30,616$8.57M2.3%+0.9%0.010%
8/15/2025 Howland Capital Management LLC7,687$2.16M0.1%-1.4%0.003%
8/15/2025 Synergy Financial Group LTD5,375$1.50M1.1%-1.0%0.002%
8/15/2025 Urban Financial Advisory Corp1,915$536K0.3%+4.9%0.001%
8/15/2025 Fairfield Bush & CO.1,613$451K0.3%-2.2%0.001%
8/15/2025 Corient Private Wealth LLC799,124$223.79M0.3%+103.7%0.268%
8/15/2025 Equitable Holdings Inc.321,485$89.96M0.7%+4.9%0.108%
8/15/2025 Florida Financial Advisors LLC3,061$857K0.3%-14.6%0.001%
8/15/2025 Captrust Financial Advisors343,668$96.17M0.2%-11.9%0.115%
8/15/2025 Prevail Innovative Wealth Advisors LLC1,058$296K0.1%N/A0.000%
8/15/2025 Zuckerman Investment Group LLC40,059$11.21M1.1%+12.9%0.013%
8/15/2025 Pine Ridge Advisers LLC313,782$87.81M5.5%+0.4%0.105%
8/15/2025 Lantern Wealth Advisors LLC724$203K0.1%N/A0.000%
8/15/2025 Vident Advisory LLC5,841$1.64M0.0%-26.7%0.002%
8/15/2025 Visionary Wealth Advisors29,168$8.16M0.4%+1.6%0.010%
8/15/2025 Sherman Asset Management Inc.4,448$1.25M1.1%-7.5%0.001%
8/15/2025 Smartleaf Asset Management LLC8,055$2.25M0.2%+52.2%0.003%
8/15/2025 Snowden Capital Advisors LLC12,090$3.40M0.1%-24.5%0.004%
8/15/2025 Ruggaard & Associates LLC43,079$12.06M4.8%-13.9%0.014%
8/15/2025 Orion Porfolio Solutions LLC10,620$2.97M0.0%-1.6%0.004%
8/15/2025 MML Investors Services LLC424,700$118.84M0.3%+30.9%0.142%
8/15/2025 Monograph Wealth Advisors LLC8,077$2.27M0.3%+10.0%0.003%
8/15/2025 McIlrath & Eck LLC77,165$21.59M2.5%-6.9%0.026%
8/15/2025 Mendel Capital Management LLC832$233K0.1%-10.7%0.000%
8/15/2025 Mission Creek Capital Partners Inc.2,672$748K0.2%-15.9%0.001%
8/15/2025 Modern Wealth Management LLC12,367$3.46M0.1%-34.5%0.004%
8/15/2025 Helium Advisors LLC1,307$366K0.2%+21.2%0.000%
8/15/2025 Houlihan Financial Resource Group Ltd.32,422$9.16M3.8%-1.5%0.011%
8/15/2025 IHT Wealth Management LLC17,865$5.00M0.1%+30.3%0.006%
8/15/2025 Freedom Financial Partners LLC43,353$12.13M5.1%+5.3%0.015%
8/15/2025 Great Valley Advisor Group Inc.60,645$16.97M0.4%-36.6%0.020%
8/15/2025 Garden State Investment Advisory Services LLC9,813$2.75M0.7%+21.4%0.003%
8/15/2025 Elevatus Welath Management2,480$694K0.2%+31.6%0.001%
8/15/2025 EP Wealth Advisors LLC62,084$17.37M0.1%+21.5%0.021%
8/15/2025 Envision Financial Planning LLC3,982$1.11M0.5%+372.4%0.001%
8/15/2025 Curi Capital LLC36,037$10.12M0.2%+35.5%0.012%
8/15/2025 BBR Partners LLC23,801$6.66M0.4%+25.4%0.008%
8/15/2025 Benjamin Edwards Inc.63,264$17.70M0.2%+2.5%0.021%
8/15/2025 BNP Paribas Financial Markets42,400$11.87M0.0%-85.0%0.014%
8/15/2025 BTG Pactual Asset Management US LLC39,133$10.95M1.2%+6.0%0.013%
8/15/2025 Balanced Rock Investment Advisors LLC4,998$1.40M1.1%N/A0.002%
8/15/2025 Acas LLC3,590$1.04M0.7%-7.3%0.001%
8/15/2025 AQR Capital Management LLC15,606$4.37M0.0%+101.2%0.005%
8/15/2025 Ameriprise Financial Inc.3,473,570$971.85M0.2%+2.5%1.164%
8/15/2025 Abbot Financial Management Inc.9,565$2.68M1.2%-1.3%0.003%
8/15/2025 Aberdeen Wealth Management LLC1,455$407K0.3%+7.4%0.000%
8/14/2025 Connecticut Wealth Management LLC228,910$64.06M3.1%+12.3%0.077%
8/14/2025 MGB Wealth Management LLC147$41K0.0%+880.0%0.000%
8/14/2025 Graney & King LLC2,375$665K0.4%+9.2%0.001%
8/14/2025 Bakala Capital LLC2,505$701K4.0%-3.0%0.001%
8/14/2025 Ausdal Financial Partners Inc.23,164$6.48M0.4%-0.3%0.008%
8/14/2025 Raymond James Financial Inc.6,568,668$1.84B0.6%+6.2%2.201%
8/14/2025 Transamerica Financial Advisors LLC80,339$22.48M2.1%-1.0%0.027%
8/14/2025 Keystone Financial Services LLC2,543$712K0.5%-6.5%0.001%
8/14/2025 Peak Asset Management LLC6,762$1.89M0.3%-11.0%0.002%
8/14/2025 Betterment LLC244,121$68.31M0.1%+77.3%0.082%
8/14/2025 Quantinno Capital Management LP23,603$6.61M0.0%+62.8%0.008%
8/14/2025 Diversify Wealth Management LLC34,120$9.75M0.6%+0.7%0.011%
8/14/2025 Diversify Advisory Services LLC3,044$870K0.0%+120.7%0.001%
8/14/2025 Alliancebernstein L.P.43,188$12.09M0.0%-4.2%0.014%
8/14/2025 Objective Capital Management LLC11,340$3.17M3.6%+0.9%0.004%
8/14/2025 Peapack Gladstone Financial Corp225,517$63.11M0.9%+1.9%0.076%
8/14/2025 Operose Advisors LLC44,154$12.36M3.5%+170.5%0.015%
8/14/2025 HUB Investment Partners LLC18,888$5.29M0.2%+11.3%0.006%
8/14/2025 Ieq Capital LLC11,580$3.24M0.0%-6.5%0.004%
8/14/2025 Main Street Financial Solutions LLC16,190$4.53M0.3%+51.8%0.005%
8/14/2025 Clarity Asset Management Inc.110$31K0.0%N/A0.000%
8/14/2025 Glenview Trust co88,887$24.87M0.4%+0.7%0.030%
8/14/2025 The Manufacturers Life Insurance Company 253,324$70.89M0.1%-7.4%0.085%
8/14/2025 Sand Hill Global Advisors LLC9,284$2.60M0.1%+37.5%0.003%
8/14/2025 Becker Capital Management Inc.1,717$482K0.0%-2.0%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, 2,341 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 2,067 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 ($6.23M), 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 42,924,493 shares in the last 24 months. This purchase volume represents approximately $11.50B in transactions.

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

Of the 1,183 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), Simplicity Wealth LLC ($371.36K), CBIZ Investment Advisory Services LLC ($318.10K), TIAA Trust National Association ($306.68K), JPMorgan Chase & Co. ($196.50K), and Ameriprise Financial Inc. ($114.66K).

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

Institutional investors have sold a total of 7,549,169 shares in the last 24 months. This volume of shares sold represents approximately $2.01B in transactions.


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This page (NYSEARCA:VO) was last updated on 9/15/2025 by MarketBeat.com Staff
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