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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$79.92 -1.10 (-1.35%)
As of 12:46 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)
1616
Total
Institutional Inflows
(last 12 months)
$6.67B
Number of
Institutional Sellers
(last 12 months)
886
Total
Institutional Outflows
(last 12 months)
$945.31M
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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
10/14/2026First Citizens Bank & Trust Co.23,567$1.85M0.0%N/A0.002%
10/14/2026Focus Financial Network Inc.82,517$6.47M0.2%+4.2%0.006%
10/14/2026Enclave Advisors LLC446,045$34.98M4.4%-0.5%0.034%
10/14/2026My Personal CFO LLC36,262$2.84M1.0%-2.1%0.003%
10/14/2026Stone Summit Wealth LLC26,067$2.04M0.6%-5.4%0.002%
10/14/2026XY Planning Network Inc.5,660$444K0.0%+15.2%0.000%
10/14/2026Red Crane Wealth Management LLC58,473$4.59M3.2%+2.1%0.004%
10/14/2026Wetzel Investment Advisors Inc.26,267$2.06M0.7%-1.8%0.002%
10/14/2026Salem Investment Counselors Inc.285,858$22.42M0.5%+1.8%0.022%
10/14/2026Signal Advisors Wealth LLC8,958$702K0.0%N/A0.001%
10/14/2026GEM Asset Management LLC44,596$3.50M1.4%-6.6%0.003%
10/14/2026B. Riley Wealth Advisors Inc.24,400$1.91M0.1%N/A0.002%
10/14/2026Ulrich Consultants & Investment Group LLC4,601$361K0.4%N/A0.000%
10/14/2026Affinity Capital Advisors LLC34,942$2.84M0.3%+1.0%0.003%
10/14/2026Maltin Wealth Management Inc.40,345$3.16M1.0%-23.6%0.003%
10/13/2026Mechanics Bank Trust Department2,715$213K0.0%N/A0.000%
10/13/2026David Kennon Inc133,002$10.43M3.5%-7.4%0.010%
10/13/2026Twele Capital Management Inc.285,791$22.41M3.7%N/A0.022%
10/13/2026Forvis Mazars Wealth Advisors LLC161,932$12.70M0.2%N/A0.012%
10/13/2026First Financial Corp IN83,156$6.52M2.3%N/A0.006%
10/13/2026Accel Wealth Management9,080$712K0.2%+11.2%0.001%
10/13/202621 West Wealth Management LLC36,074$2.83M2.5%-2.2%0.003%
10/13/2026Financial Planning Hawaii Inc.47,981$3.76M2.0%+5.4%0.004%
10/13/2026Lincoln Capital Corp25,963$2.04M0.7%N/A0.002%
10/13/2026Financial Futures Ltd Liability Co.208,041$16.32M6.1%+4.1%0.016%
10/13/2026Asset Allocation & Management Company LLC5,944$466K0.1%N/A0.000%
10/13/2026TL Private Wealth492,721$39.87M14.6%+0.9%0.037%
10/13/2026Steel Grove Capital Advisors LLC6,352$498K0.0%N/A0.000%
10/13/2026PCA Investment Advisory Services Inc.44,590$3.50M1.0%+3.2%0.003%
10/13/2026Sax Wealth Advisors LLC32,530$2.55M0.1%+310.4%0.002%
10/13/2026Fragasso Financial Advisors Inc5,088$413K0.0%N/A0.000%
10/13/2026Fermata Advisors LLC19,510$1.53M0.3%+2.3%0.001%
10/13/2026Avior Wealth Management LLC1,012,833$79.42M2.1%N/A0.077%
10/13/2026Scott Capital Advisors LLC204,557$16.39M2.4%-1.5%0.016%
10/10/2026Councilor Wealth LLC158,326$12.42M5.1%-1.3%0.012%
10/10/2026RTD Financial Advisors Inc.244,829$19.20M2.1%-4.6%0.019%
10/10/2026Taylor & Morgan Wealth Management LLC23,125$1.81M1.0%-4.1%0.002%
10/10/2026Armstrong Advisory Group Inc.1,283$101K0.0%+14.1%0.000%
10/10/2026Wealth Science Advisors LLC133,366$10.46M4.6%+7.8%0.010%
10/10/2026Marquette Asset Management LLC523,109$41.02M5.4%N/A0.040%
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10/10/2026Capital Planning LLC149,166$11.70M3.3%-0.9%0.011%
10/10/2026jvl associates llc211,928$16.62M4.8%-0.4%0.016%
10/10/2026Harpswell Capital Advisors LLC88,844$6.97M4.6%+0.8%0.007%
10/10/2026Davidson Trust Co.10,035$787K0.3%N/A0.001%
10/9/2026Fell Capital Management ADV32,136$2.52M2.1%N/A0.002%
10/9/2026Capital Advisors Wealth Management LLC43,313$3.40M0.4%+1.6%0.003%
10/9/2026Sound Income Strategies LLC9,511$765K0.0%-58.2%0.001%
10/9/2026Wedmont Private Capital249,736$20.08M0.5%+5.2%0.019%
10/9/2026Koenig Investment Advisory LLC163,196$12.80M8.8%-0.5%0.012%
10/9/2026Gouws Capital LLC6,296$494K0.2%+2.1%0.000%
10/9/2026BOS Asset Management LLC24,184$1.90M0.4%-2.3%0.002%
10/9/2026McNaughton Wealth Management LLC123,549$9.69M3.4%+0.9%0.009%
10/9/2026Vilga Financial Planning LLC26,950$2.11M1.3%+2.4%0.002%
10/9/2026Graves Light Lenhart Wealth Inc.36,803$2.89M0.3%-1.4%0.003%
10/9/2026Chapin Davis Inc.20,156$1.58M0.3%N/A0.002%
10/9/2026Inspirion Wealth Advisors LLC32,658$2.56M0.3%N/A0.002%
10/9/2026Eclectic Associates Inc. ADV39,266$3.08M0.3%N/A0.003%
10/9/2026Longview Financial Advisors Inc.13,746$1.08M0.6%-9.4%0.001%
10/9/2026Go Invest LLC938$74K0.0%N/A0.000%
10/9/2026Lee Kelleher & Klein Wealth Management15,215$1.19M0.6%-0.8%0.001%
10/9/2026Acropolis Investment Management LLC183,490$14.39M0.6%N/A0.014%
10/9/2026First Heartland Consultants Inc.3,752$294K0.0%N/A0.000%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC52,552$4.12M0.6%-1.9%0.004%
10/9/2026Galvin Gaustad & Stein LLC10,377$814K0.1%-3.8%0.001%
10/9/2026Midwest Financial Partners Investments Inc.47,124$3.70M1.4%+36.0%0.004%
10/8/2026Grove Bank & Trust122,069$9.57M0.9%-0.3%0.009%
10/8/2026Factor Wealth Management LTD34,267$2.69M0.4%-21.9%0.003%
10/8/2026Conrad Siegel Investment Advisors Inc.485,239$38.05M6.2%-1.4%0.037%
10/8/2026Farther Finance Advisors LLC643,482$50.46M0.3%+2.7%0.049%
10/8/2026Sapient Capital LLC207,932$16.31M0.2%+44.5%0.016%
10/8/2026Brighton Securities CORP.92,194$7.23M3.0%N/A0.007%
10/8/2026CoreCap Advisors LLC245,060$19.22M0.6%-3.4%0.019%
10/8/2026Atwood & Palmer Inc.2,560$201K0.0%N/A0.000%
10/8/2026Aletheian Wealth Advisors LLC3,003$235K0.1%-12.9%0.000%
10/8/2026YHB Investment Advisors Inc.6,080$477K0.0%N/A0.000%
10/8/2026Titleist Asset Management LLC150,912$11.84M0.8%+1.9%0.011%
10/8/2026Apella Capital LLC414,707$33.24M0.4%-21.1%0.031%
10/8/2026Everhart Financial Group Inc.22,159$1.74M0.1%+3.8%0.002%
10/8/2026Gradient Investments LLC3,428$269K0.0%N/A0.000%
10/8/2026Avidian Wealth Enterprises LLC185,250$14.53M0.4%N/A0.014%
10/8/2026Valeo Financial Advisors LLC109,904$8.17M0.2%+0.6%0.008%
10/8/2026Veracity Capital LLC276,562$21.69M5.9%+1.8%0.021%
10/8/2026Plan A Wealth LLC9,785$767K0.3%-5.0%0.001%
10/8/2026Tactive Advisors LLC16,128$1.27M0.3%-5.7%0.001%
10/8/2026Peterson Wealth Advisors LLC11,113$871K0.1%-1.5%0.001%
10/8/2026New Covenant Trust Company N.A.37,217$2.92M2.0%+11.6%0.003%
10/8/2026Toth Financial Advisory Corp2,743$215K0.0%N/A0.000%
10/8/2026Buska Wealth Management LLC82,979$6.51M2.2%+2,478.6%0.006%
10/7/2026Venture Visionary Partners LLC789,887$61.94M1.5%+0.5%0.060%
10/7/2026Steph & Co.81,406$6.38M1.6%N/A0.006%
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10/7/2026KFA Private Wealth Group LLC140,305$11.00M2.6%+10.1%0.011%
10/7/2026Elevation Wealth Partners LLC133,794$10.49M3.0%+3.1%0.010%
10/7/2026Canandaigua National Trust Co of Florida5,364$421K0.2%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.135,257$10.61M0.9%N/A0.010%
10/7/2026Exchange Bank3,024$237K0.2%+17.8%0.000%
10/7/2026Bath Savings Trust Co19,191$1.51M0.2%N/A0.001%
10/7/2026Investors Research Corp654$51K0.0%+2,235.7%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.5,004$392K0.0%-5.4%0.000%
10/7/2026Silvia Mccoll Wealth Management LLC11,215$879K0.5%-2.4%0.001%
10/7/2026North Point Portfolio Managers Corp OH740$58K0.0%N/A0.000%


VO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,564 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 ($5.21B), Morgan Stanley ($2.47B), Creative Planning ($2.35B), Raymond James Financial Inc. ($2.07B), and Envestnet Asset Management Inc. ($2.00B).Learn more on Vanguard Mid-Cap ETF's institutional investors.

Of the 2,294 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: Envestnet Asset Management Inc. ($19.31M), Raymond James Financial Inc. ($7.14M), Jones Financial Companies Lllp ($6.34M), US Bancorp DE ($4.91M), Valpey Financial Services LLC ($4.42M), Allworth Financial LP ($3.90M), and MassMutual Private Wealth & Trust FSB ($2.99M).

Institutional investors have bought a total of 85,988,522 shares in the last 24 months. This purchase volume represents approximately $6.67B in transactions.

Of the 875 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), SigFig Wealth Management LLC ($811.55K), Wealthspire Advisors LLC ($605.77K), Envestnet Asset Management Inc. ($362.75K), Kestra Investment Management LLC ($213.90K), Mercer Global Advisors Inc. ADV ($209.72K), and Border to Coast Pensions Partnership Ltd ($191.96K).

Institutional investors have sold a total of 12,917,197 shares in the last 24 months. This volume of shares sold represents approximately $945.31M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:VO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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