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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$77.70 +0.62 (+0.80%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1750
Total
Institutional Inflows
(last 12 months)
$3.43B
Number of
Institutional Sellers
(last 12 months)
1181
Total
Institutional Outflows
(last 12 months)
$1.06B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026BCGM Wealth Management LLC12,667$3.64M0.9%-3.4%0.004%
5/5/2026Wealthfront Advisers LLC13,939$4.00M0.0%-4.0%0.004%
5/5/2026Beaumont Financial Advisors LLC8,909$2.56M0.2%+12.9%0.003%
5/5/2026Bank of New York Mellon Corp1,132,281$325.17M0.1%+11.8%0.353%
5/5/2026Milestone Investment Advisors LLC39,499$11.34M2.7%+15.3%0.012%
5/5/2026Sherman Asset Management Inc.4,871$1.40M1.3%+8.0%0.002%
5/5/2026Journey Advisory Group LLC3,455$992K0.1%-19.6%0.001%
5/5/2026Harmony Asset Management LLC1,120$322K0.1%N/A0.000%
5/5/2026Ethos Financial Group LLC35,575$10.00M0.7%+11.9%0.011%
5/5/2026SouthState Bank Corp18,211$5.23M0.2%+6.8%0.006%
5/5/2026Fusion Family Wealth LLC10,697$3.07M0.2%-4.8%0.003%
5/5/2026M3 Wealth Management LLC14,328$4.12M3.2%+10.8%0.004%
5/5/2026Sanctuary Advisors LLC191,846$55.09M0.3%+1.9%0.060%
5/5/2026 Sigma Planning Corp28,775$8.26M0.2%+5.8%0.009%
5/5/2026 Cornerstone Advisory LLC88,193$25.33M2.4%+7.1%0.027%
5/5/2026 Conservest Capital Advisors Inc.13,847$3.98M0.4%-1.2%0.004%
5/5/2026 Members Trust Co7,614$2.19M0.1%-13.9%0.002%
5/5/2026 Checchi Capital Advisers LLC5,540$1.59M0.1%-15.2%0.002%
5/5/2026 Nwam LLC25,289$7.26M0.4%-1.1%0.008%
5/5/2026 Avantax Planning Partners Inc.2,692$773K0.0%+11.6%0.001%
5/4/2026 Riverpoint Wealth Management Holdings LLC174,767$50.19M10.7%+1.5%0.054%
5/4/2026 Beckerman Institutional LLC12,357$3.55M1.9%+3.7%0.004%
5/4/2026 Calamos Wealth Management LLC20,466$5.88M0.2%+1.4%0.006%
5/4/2026 Calamos Advisors LLC20,466$5.88M0.0%N/A0.006%
5/4/2026 AMG National Trust Bank199,553$57.31M1.2%+16.0%0.062%
5/4/2026 Retirement Planning Group LLC20,407$5.86M0.2%+8.9%0.006%
5/4/2026 Evernest Financial Advisors LLC14,360$4.12M0.9%+284.6%0.004%
5/4/2026 Objective Capital Management LLC11,104$3.19M3.2%-2.5%0.003%
5/4/2026 Bleakley Financial Group LLC472,704$135.75M2.1%+9.3%0.147%
5/4/2026 Center for Financial Planning Inc.167,789$48.19M5.0%+1.7%0.052%
5/4/2026 NWF Advisory Services Inc.10,965$3.15M0.4%+1.8%0.003%
5/4/2026 Nadler Financial Group Inc.299,951$86.14M8.3%+4.3%0.093%
5/4/2026 Principal Financial Group Inc.293,738$84.36M0.0%+45.2%0.091%
5/4/2026 Chicago Partners Investment Group LLC1,616,123$464.12M9.1%+318.2%0.503%
5/4/2026 Gratus Wealth Advisors LLC77,424$22.24M3.2%+94.2%0.024%
5/4/2026 IFC Advisors LLC131,097$37.65M5.4%-0.4%0.041%
5/4/2026 Parr Mcknight Wealth Management Group LLC38,511$11.06M1.4%+3.2%0.012%
5/4/2026 Uptick Partners LLC26,810$7.70M1.5%+5.7%0.008%
5/4/2026 Brindle & Bay Financial Advisors LLC17,796$5.11M3.1%+332.6%0.006%
5/4/2026 Tradewinds LLC.3,196$918K0.3%+300.0%0.001%
5/4/2026 Lifeworks Advisors LLC2,418$694K0.1%-25.0%0.001%
5/4/2026 Procyon Advisors LLC98,652$28.33M0.4%-1.6%0.031%
5/2/2026 Avion Wealth49,233$14.14M2.9%+9.8%0.015%
5/2/2026 Financial Advisory Partners LLC14,577$4.19M1.2%+8.1%0.005%
5/2/2026 CAP Partners LLC16,021$4.60M2.6%+5.3%0.005%
5/2/2026 International Assets Investment Management LLC3,549$1.03M0.0%-4.1%0.001%
5/2/2026 Associated Banc Corp253,498$72.80M1.9%+8.0%0.079%
5/2/2026 ARQ Wealth Advisors LLC719$206K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC162,359$46.63M0.8%+303.7%0.051%
5/2/2026 Valmark Advisers Inc.36,046$10.35M0.1%+2.7%0.011%
5/2/2026 Pittenger & Anderson Inc.261,130$74.99M3.0%-6.6%0.081%
5/2/2026 R. W. Roge & Company Inc.1,897$544K0.3%-26.3%0.001%
5/2/2026 Carnegie Investment Counsel64,366$18.49M0.4%+22.9%0.020%
5/2/2026 UNIVEST FINANCIAL Corp1,411$405K0.0%+20.3%0.000%
5/1/2026 Luminvest Wealth Management LLC2,497$678K0.2%+36.4%0.001%
5/1/2026 Capital Squared Financial LLC4,719$1.36M1.0%+17.8%0.001%
5/1/2026 Citizens Financial Group Inc. RI207,492$59.59M0.8%+3.5%0.065%
5/1/2026 Midwest Trust Co1,027,699$295.14M3.7%+2.2%0.320%
5/1/2026 Fifth Third Bancorp619,350$177.87M0.3%+46.4%0.193%
5/1/2026 Sovran Advisors LLC46,067$13.23M1.0%+354.4%0.014%
5/1/2026 Rossmore Private Capital42,818$12.30M1.1%-1.9%0.013%
5/1/2026 American Trust119,379$34.28M3.0%+0.3%0.037%
5/1/2026 Summit Financial Strategies Inc.10,786$3.10M0.2%+7.0%0.001%
5/1/2026 Droms Strauss Advisors Inc. MO ADV3,866$1.11M0.3%-22.3%0.000%
5/1/2026 Simplicity Wealth LLC10,186$2.93M0.2%-27.6%0.001%
5/1/2026 Conning Inc.8,857$2.54M0.1%-15.9%0.001%
5/1/2026 Petix & Botte Co6,701$1.92M0.4%-6.8%0.001%
5/1/2026 Sequoia Financial Advisors LLC14,007$4.02M0.0%+1.2%0.001%
5/1/2026 Mascoma Wealth Management LLC3,064$880K0.2%-6.0%0.000%
5/1/2026 Fulcrum Capital LLC132,375$38.02M8.3%-2.5%0.010%
5/1/2026 Beirne Wealth Consulting Services LLC42,278$12.14M3.4%+19.3%0.003%
5/1/2026 Walled Lake Planning & Wealth Management LLC2,541$730K0.2%-8.2%0.000%
5/1/2026 Manning & Napier Advisors LLC42,758$12.28M0.2%+15.8%0.003%
4/30/2026 Hsbc Holdings PLC4,107$1.18M0.0%+97.5%0.000%
4/30/2026 Graetz Wealth LLC4,980$1.43M1.3%+6.8%0.000%
4/30/2026 GreatBanc Trust CO32,672$9.38M6.6%-1.2%0.003%
4/30/2026 Mason & Associates Inc21,041$5.91M1.1%+5.8%0.002%
4/30/2026 Hegarty Advisors LLC3,543$1.02M0.8%+29.4%0.000%
4/30/2026 SkyOak Wealth LLC1,289$370K0.1%+22.4%0.000%
4/30/2026 Forza Wealth Management LLC3,025$869K0.3%+11.7%0.000%
4/30/2026 First Horizon Corp68,954$19.80M0.8%+354.5%0.005%
4/30/2026 Mosaic Family Wealth Partners LLC16,812$4.83M0.5%+16.4%0.001%
4/30/2026 Pearl Planning LLC44,153$12.68M6.8%+5.7%0.003%
4/30/2026 Kestra Advisory Services LLC365,964$105.10M0.4%+9.8%0.028%
4/30/2026 Money Concepts Capital Corp1,275$366K0.0%+15.1%0.000%
4/30/2026 Beam Wealth Advisors Inc.35,260$10.13M2.5%+6.6%0.003%
4/30/2026 Capital Planning LLC39,856$11.45M3.7%+16.3%0.003%
4/30/2026 Staley Capital Advisers Inc.48,966$14.06M0.6%+1.0%0.004%
4/30/2026 Frank Rimerman Advisors LLC9,732$2.80M0.2%+4.6%0.001%
4/29/2026 Ascent Advisors LLC5,398$1.55M2.4%N/A0.000%
4/29/2026 Penobscot Investment Management Company Inc.2,605$748K0.1%+6.0%0.000%
4/29/2026 Richmond Investment Services LLC12,323$3.54M0.6%+125.3%0.001%
4/29/2026 SilverOak Wealth Management LLC253,783$72.88M11.5%+3.7%0.020%
4/29/2026 Childress Capital Advisors LLC712$204K0.0%N/A0.000%
4/29/2026 Duncker Streett & Co. Inc.7,555$2.17M0.4%-24.7%0.001%
4/29/2026 Montag A & Associates Inc.73,732$21.17M1.0%+4.1%0.006%
4/29/2026 Nicholas Hoffman & Company LLC.1,185,900$340.57M7.9%+0.8%0.092%
4/29/2026 Brighton Securities CORP.20,662$5.93M2.9%+31.6%0.002%
4/29/2026 Geneva Partners LLC2,223$638K0.3%+8.7%0.000%
4/29/2026 FIDELIS iM LLC75,561$21.70M8.2%+3.5%0.006%


VO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VO shares?

During the previous two years, 2,539 institutional investors and hedge funds held shares of Vanguard Mid-Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($7.83B), Jones Financial Companies Lllp ($6.73B), Bank of America Corp DE ($5.26B), Morgan Stanley ($2.47B), Creative Planning ($2.35B), Raymond James Financial Inc. ($2.07B), and Northwestern Mutual Wealth Management Co. ($1.79B).Learn more on Vanguard Mid-Cap ETF's institutional investors.

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

Of the 2,249 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. ($7.14M), Jones Financial Companies Lllp ($6.34M), US Bancorp DE ($4.91M), Valpey Financial Services LLC ($4.42M), Envestnet Portfolio Solutions Inc. ($2.70M), CIBC Bancorp USA Inc. ($1.85M), and Moneta Group Investment Advisors LLC ($1.59M).

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

Institutional investors have bought a total of 48,244,193 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

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

Of the 1,171 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: Northwestern Mutual Wealth Management Co. ($6.70M), BNP Paribas Financial Markets ($699.50K), Wealthspire Advisors LLC ($605.77K), Envestnet Asset Management Inc. ($362.75K), TIAA Trust National Association ($263.90K), Commonwealth Equity Services LLC ($226.45K), and Kestra Investment Management LLC ($213.90K).

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

Institutional investors have sold a total of 14,811,661 shares in the last 24 months. This volume of shares sold represents approximately $1.06B in transactions.


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This page (NYSEARCA:VO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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