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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$269.34 -0.94 (-0.35%)
As of 11:43 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)
1522
Total
Institutional Inflows
(last 12 months)
$8.04B
Number of
Institutional Sellers
(last 12 months)
1038
Total
Institutional Outflows
(last 12 months)
$1.76B
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VO Institutional Buying and Selling by Quarter

Vanguard Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2025Aspire Growth Partners LLC1,406$366K0.3%+6.1%0.000%
5/14/2025Frisch Financial Group Inc.56,444$14.60M4.1%-0.5%0.006%
5/14/2025GDS Wealth Management2,197$568K0.0%-25.5%0.000%
5/14/2025Asset Management Group Inc.48,813$12.62M2.3%+7.0%0.005%
5/14/2025Capital Analysts LLC7,154$1.85M0.1%+19.9%0.001%
5/14/2025Level Four Advisory Services LLC14,068$3.64M0.1%+2.3%0.001%
5/14/2025Tradition Wealth Management LLC1,007$260K0.0%+16.0%0.000%
5/14/2025Vertex Planning Partners LLC1,616$418K0.1%+3.6%0.000%
5/14/2025Heritage Financial Services LLC2,630$680K0.1%+2.5%0.000%
5/14/2025Venture Visionary Partners LLC222,001$57.41M2.4%+12.2%0.022%
5/14/2025Berkshire Asset Management LLC PA64,647$16.97M0.8%-6.2%0.007%
5/14/2025Legacy Financial Advisors Inc.872$225K0.0%N/A0.000%
5/14/2025Texas Capital Bank Wealth Management Services Inc28,308$7.32M0.7%-5.9%0.003%
5/14/2025CWS Financial Advisors LLC10,864$2.81M0.9%+4.8%0.001%
5/14/2025Laraway Financial Advisors Inc6,297$1.63M1.3%+5.2%0.001%
5/14/2025Fidato Wealth LLC125,172$32.37M24.8%+1.7%0.013%
5/14/2025Financial Advisors Network Inc.881$228K0.0%N/A0.000%
5/14/2025GSG Advisors LLC948$234K0.1%N/A0.000%
5/14/2025Lee Financial Co916$237K0.0%-11.1%0.000%
5/14/2025M Holdings Securities Inc.52,613$13.61M2.3%+6.4%0.005%
5/14/2025RWA Wealth Partners LLC20,081$5.19M0.1%+22.7%0.002%
5/14/2025Voisard Asset Management Group Inc.4,967$1.29M0.4%-1.5%0.001%
5/13/2025Sand Hill Global Advisors LLC6,752$1.75M0.1%+50.3%0.001%
5/13/2025RW Investment Management LLC16,775$4.34M0.5%+5.3%0.002%
5/13/2025Aptus Capital Advisors LLC14,542$3.76M0.0%+8.2%0.001%
5/13/2025Northern Trust Corp122,409$31.66M0.0%+10.0%0.012%
5/13/2025Granite Harbor Advisors Inc.1,549$401K0.2%-6.2%0.000%
5/13/2025Brooklyn Investment Group932$241K0.1%+86.4%0.000%
5/13/2025TriaGen Wealth Management LLC46,337$11.98M4.2%-1.0%0.005%
5/13/2025Keystone Global Partners LLC7,094$1.84M1.3%N/A0.001%
5/13/2025Seek First Inc.3,622$937K0.8%N/A0.000%
5/13/202517 Capital Partners LLC4,908$1.27M0.8%+14.5%0.000%
5/13/2025Cascade Financial Partners LLC24,320$6.29M0.8%+2.0%0.002%
5/13/2025Ethos Financial Group LLC34,087$8.82M0.8%+2.7%0.003%
5/13/2025Moment Partners LLC2,285$591K0.1%+98.2%0.000%
5/13/2025Steward Partners Investment Advisory LLC158,049$40.88M0.4%+5.0%0.016%
5/13/2025Intrepid Financial Planning Group LLC790$204K0.1%-19.8%0.000%
5/13/2025RMR Capital Management LLC6,760$1.75M1.2%+4.0%0.001%
5/13/2025Raymond James Financial Inc.6,186,061$1.60B0.6%+2.1%0.624%
5/13/2025Elevatus Welath Management1,884$487K0.3%-56.1%0.000%
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5/13/2025Cresset Asset Management LLC369,569$95.57M0.5%-0.3%0.037%
5/13/2025Schneider Downs Wealth Management Advisors LP230,998$59.74M10.8%+6.3%0.023%
5/13/2025Forvis Mazars Wealth Advisors LLC45,979$11.89M0.3%+35.0%0.005%
5/13/2025Boston Family Office LLC7,962$2.06M0.1%+20.0%0.001%
5/13/2025Tocqueville Asset Management L.P.962$249K0.0%-78.6%0.000%
5/13/2025Wealthedge Investment Advisors LLC24,299$6.28M2.8%-12.6%0.002%
5/13/2025Nations Financial Group Inc. IA ADV50,321$13.01M1.0%-10.8%0.005%
5/13/2025EverSource Wealth Advisors LLC4,264$1.10M0.1%-3.7%0.000%
5/13/2025Horizon Investments LLC77,753$20.11M0.6%-1.1%0.008%
5/13/2025Providence Capital Advisors LLC1,289$333K0.1%+5.3%0.000%
5/13/2025Stephen J. Garry & Associates LLC3,995$1.03M1.0%+2.0%0.000%
5/13/2025Harbor Advisory Corp MA31,319$8.10M2.7%+4.8%0.003%
5/13/2025Kovitz Investment Group Partners LLC43,195$11.17M0.1%+201.6%0.004%
5/13/2025Vestmark Advisory Solutions Inc.1,416$366K0.0%N/A0.000%
5/13/2025Ted Buchan & Co954$247K0.1%+10.5%0.000%
5/13/2025American Money Management LLC10,286$2.66M0.5%-2.9%0.001%
5/13/2025Financial Network Wealth Advisors LLC195$50K0.1%+2,337.5%0.000%
5/13/2025NFP Retirement Inc.69,088$17.87M1.4%-1.7%0.007%
5/13/2025Bridgewealth Advisory Group LLC5,548$1.44M1.9%-78.8%0.001%
5/13/2025Klingman & Associates LLC1,059$274K0.0%-16.2%0.000%
5/13/2025WESCAP Management Group Inc.14,049$3.63M0.9%+2.5%0.001%
5/13/2025GKV Capital Management Co. Inc.3,561$921K0.8%N/A0.000%
5/13/2025Dagco Inc.611$158K0.1%N/A0.000%
5/13/2025Russell Investments Group Ltd.6,429$1.66M0.0%+269.5%0.001%
5/13/2025Callan Family Office LLC5,090$1.32M0.1%+12.4%0.001%
5/13/2025Rossmore Private Capital38,539$9.97M1.2%-2.5%0.004%
5/13/2025Stone House Investment Management LLC2,535$656K0.1%+9.7%0.000%
5/13/2025HighTower Advisors LLC878,631$227.23M0.3%+27.6%0.089%
5/13/2025Trajan Wealth LLC4,758$1.23M0.1%-2.8%0.000%
5/13/2025Elevation Capital Advisory LLC913$236K0.1%N/A0.000%
5/12/2025 AGF Management Ltd.122,833$31.77M0.2%+1.4%0.012%
5/12/2025 Mustard Seed Financial LLC5,626$1.46M1.2%+4.2%0.001%
5/12/2025 Gouws Capital LLC1,957$506K0.3%N/A0.000%
5/12/2025 PCG Asset Management LLC1,066$276K0.3%+37.4%0.000%
5/12/2025 Financial Engines Advisors L.L.C.26,558$6.87M0.0%-2.1%0.003%
5/12/2025 Cypress Capital Group5,133$1.33M0.2%-9.8%0.001%
5/12/2025 WP Advisors LLC17,141$4.43M1.5%+1.8%0.002%
5/12/2025 Ballast Inc.131,625$34.04M9.6%+1.3%0.013%
5/12/2025 Houlihan Financial Resource Group Ltd.32,913$8.51M3.8%-1.6%0.003%
5/12/2025 Operose Advisors LLC16,324$4.22M1.4%+102.5%0.002%
5/12/2025 Motley Fool Wealth Management LLC15,490$4.01M0.2%-15.6%0.002%
5/12/2025 Independent Advisor Alliance2,299$595K0.0%-97.2%0.000%
5/12/2025 Staley Capital Advisers Inc.48,358$12.51M0.6%-21.3%0.005%
5/12/2025 Paulson Wealth Management Inc.2,147$555K0.2%-5.6%0.000%
5/12/2025 Linscomb Wealth Inc.9,740$2.52M0.1%+0.7%0.001%
5/12/2025 First American Trust FSB1,370$354K0.0%+6.6%0.000%
5/12/2025 SouthState Corp18,652$4.82M0.2%+4.5%0.002%
5/12/2025 Cobblestone Capital Advisors LLC NY1,340$347K0.0%-37.9%0.000%
5/12/2025 Cooper Financial Group1,217$315K0.0%+6.1%0.000%
5/12/2025 Biltmore Family Office LLC5,478$1.42M0.2%+5.8%0.001%
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5/12/2025 White Lighthouse Investment Management Inc.17,493$4.52M0.8%+3.4%0.002%
5/12/2025 Covington Investment Advisors Inc.7,567$1.96M0.3%+2.7%0.001%
5/12/2025 Invesco Ltd.1,309$339K0.0%-2.8%0.000%
5/12/2025 Berger Financial Group Inc1,548$400K0.0%-4.1%0.000%
5/12/2025 Pandora Wealth Inc.7,282$1.88M1.2%N/A0.001%
5/12/2025 Fiduciary Family Office LLC5,403$1.40M0.5%N/A0.001%
5/12/2025 True North Advisors LLC2,747$710K0.1%+30.4%0.000%
5/12/2025 Benjamin Edwards Inc.61,698$15.96M0.2%+3.6%0.006%
5/12/2025 Covestor Ltd1,022$264K0.2%-6.5%0.000%
5/12/2025 JPMorgan Chase & Co.2,299,184$594.62M0.0%-0.3%0.232%
(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, 2,232 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 ($4.61B), Creative Planning ($2.16B), Raymond James Financial Inc. ($1.60B), Morgan Stanley ($1.39B), UBS Group AG ($1.36B), and Northwestern Mutual Wealth Management Co. ($1.28B).Learn more on VO's institutional investors.

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

Of the 1,969 institutional investors that purchased Vanguard Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($7.04M), Cerity Partners LLC ($6.26M), Raymond James Financial Inc. ($6.19M), TIAA Trust National Association ($2.16M), Border to Coast Pensions Partnership Ltd ($1.54M), GAMMA Investing LLC ($1.24M), and Natixis Advisors LLC ($956.95K).

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

Institutional investors have bought a total of 61,356,307 shares in the last 24 months. This purchase volume represents approximately $14.85B in transactions.

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

Of the 1,360 institutional investors that sold Vanguard Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CBIZ Investment Advisory Services LLC ($552.62K), Focus Partners Wealth ($520.63K), Bank of New York Mellon Corp ($494.64K), Catalyst Capital Advisors LLC ($436.34K), TIAA Trust National Association ($429.29K), Simplicity Wealth LLC ($371.36K), and The Manufacturers Life Insurance Company ($364.53K).

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

Institutional investors have sold a total of 13,125,404 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.



This page (NYSEARCA:VO) was last updated on 5/14/2025 by MarketBeat.com Staff
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