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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$80.51 0.00 (0.00%)
As of 07/2/2026 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)
1687
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
1118
Total
Institutional Outflows
(last 12 months)
$1.00B
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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
7/2/2026 Burkett Financial Services LLC7,364$593K0.2%+289.8%0.001%
7/2/2026 Silverleafe Capital Partners LLC138,413$11.15M3.0%+304.1%0.011%
7/2/2026 Kozak & Associates Inc.1,076$86K0.0%+295.6%0.000%
7/2/2026 Gladwyn Financial Advisors Inc.920$74K0.0%+197.7%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB1,791,507$144.34M3.7%+248.3%0.137%
7/2/2026 Versant Capital Management Inc376$30K0.0%+300.0%0.000%
7/2/2026 Diesslin Group Inc.2,701$218K0.1%N/A0.000%
7/2/2026 Collective Family Office LLC13,268$1.07M0.2%+303.7%0.001%
7/2/2026 Hilltop National Bank28,402$2.29M0.5%+308.8%0.002%
7/2/2026 CX Institutional767,143$61.81M1.8%+334.9%0.059%
7/2/2026 First County Bank CT 23,745$1.91M0.9%+258.8%0.002%
7/1/2026 Noble Wealth Management PBC10,269$827K0.4%+299.6%0.001%
7/1/2026 First Financial Bank Trust Division4,708$379K0.0%+300.0%0.001%
7/1/2026 Adelphi Trust Co135,021$10.88M7.2%+288.2%0.042%
7/1/2026 Eastern Bank11,086$893K0.0%+429.9%0.003%
7/1/2026 Trust Co of the South363,104$29.26M4.1%+313.8%0.113%
6/22/2026Sapient Capital LLC30,516$8.76M0.1%+21.3%0.010%
6/16/2026Steelhead Wealth Management LLC26,675$7.66M3.9%N/A0.008%
6/10/2026FAS Wealth Partners Inc.3,237$930K0.1%+13.5%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co15,035$4.32M0.2%-0.9%0.005%
6/4/2026Fischer Investment Strategies LLC1,642$472K0.3%-19.9%0.001%
6/3/2026Wealthquest Corp144,354$41.46M2.9%+2.8%0.045%
6/3/2026Parallel Advisors LLC55,429$15.92M0.3%+0.6%0.017%
6/3/2026NewEdge Advisors LLC315,510$90.61M0.3%+0.2%0.098%
6/1/2026Foguth Wealth Management LLC.4,231$1.22M0.2%N/A0.001%
6/1/2026Dala Group LLC6,705$1.93M1.6%N/A0.002%
6/1/2026Keel Point LLC2,098$603K0.0%-37.5%0.001%
5/29/2026Krane Financial Solutions LLC20,182$5.80M3.9%N/A0.006%
5/29/2026Asset Dedication LLC4,719$1.36M0.1%+14.1%0.001%
5/28/2026Cozad Asset Management Inc.41,219$11.84M0.9%+0.4%0.013%
5/28/2026Maripau Wealth Management LLC1,209$347K0.2%+57.4%0.000%
5/27/2026Security Financial Services INC.6,316$1.81M0.3%+3.6%0.002%
5/27/2026Westshore Wealth LLC1,219$350K0.1%-52.0%0.000%
5/26/2026Serenity Investment Advisors233,540$67.07M25.7%+336.7%0.073%
5/26/2026Glenmede Trust Co. NA138,420$39.75M0.2%-2.2%0.043%
5/26/2026Summit Financial Wealth Advisors LLC25,540$7.33M1.0%+1.8%0.008%
5/26/2026Ruggaard & Associates LLC38,395$11.03M4.4%-0.5%0.012%
5/22/2026Summitry LLC775$223K0.0%N/A0.000%
5/22/2026WNY Asset Management LLC858$247K0.0%N/A0.000%
5/22/2026Coastline Complete Wealth LLC40,062$11.51M7.1%+9.7%0.012%
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5/22/2026Wellington Grp LLC69,082$19.84M6.1%+13.5%0.022%
5/22/2026Verus Capital Partners LLC10,911$3.13M0.2%+2.1%0.003%
5/21/2026JDM Financial Group LLC84,539$24.28M5.1%+2.0%0.026%
5/20/2026Hobbs Group Advisors LLC3,623$1.04M0.3%-3.8%0.001%
5/20/2026RMR Capital Management LLC6,644$1.91M1.4%+14.9%0.002%
5/20/2026TrueWealth Financial Partners33,597$9.65M3.8%N/A0.010%
5/19/2026Western Wealth Management LLC8,822$2.53M0.1%+57.0%0.003%
5/19/2026McIlrath & Eck LLC58,175$16.71M1.2%-33.6%0.018%
5/19/2026Paragon Private Wealth Management LLC4,540$1.30M0.4%+22.6%0.001%
5/19/2026Royal Fund Management LLC7,834$2.26M0.2%+3.5%0.002%
5/19/2026NewEdge Advisors LLC242,448$69.63M1.3%-23.0%0.075%
5/19/2026Bank of America Corp DE18,131,075$5.21B0.4%+0.0%5.645%
5/19/2026Wilson & Boucher Capital Management LLC15,301$4.39M2.9%-1.1%0.005%
5/19/2026Edgestream Partners L.P.928$267K0.0%N/A0.000%
5/19/2026Financial Insights Inc.8,542$2.45M0.8%-5.9%0.003%
5/19/2026Strategic Investment Advisors MI23,889$6.87M0.5%-11.8%0.007%
5/19/2026Arkadios Wealth Advisors40,686$11.68M0.2%+4.2%0.013%
5/19/2026Claris Financial LLC3,448$990K0.5%+42.0%0.001%
5/18/2026EverSource Wealth Advisors LLC4,391$1.26M0.0%+10.1%0.001%
5/18/2026Core Wealth Advisors Inc.53,861$15.47M3.7%+2.4%0.017%
5/18/2026Royal Bank of Canada1,682,612$483.21M0.1%+3.0%0.524%
5/18/2026Evelyn Partners Asset Management Ltd25,662$7.37M1.8%+20.0%0.008%
5/18/2026Evelyn Partners Investment Management Services Ltd5,109$1.47M0.2%+10.9%0.002%
5/18/2026Evercore Wealth Management LLC15,458$4.44M0.1%+14.0%0.005%
5/16/2026The Manufacturers Life Insurance Company 215,385$61.85M0.1%-9.1%0.067%
5/16/2026Mittelman Wealth Management16,356$4.70M2.9%+6.7%0.005%
5/16/2026KCM Investment Advisors LLC2,069$594K0.0%-84.8%0.001%
5/16/2026Glen Eagle Advisors LLC10,917$3.14M0.4%+135.1%0.003%
5/16/2026Excelsior Advisor Network LLC23,308$6.69M2.5%+14.0%0.007%
5/16/2026Quantinno Capital Management LP76,558$21.99M0.0%+18.7%0.024%
5/15/2026Legacy PCG LLC1,172$337K1.8%-88.1%0.000%
5/15/2026Northeast Financial Group Inc.1,165$335K0.1%-18.2%0.000%
5/15/2026Gateway Wealth Partners LLC41,268$11.85M0.5%+3,225.4%0.013%
5/15/2026Ameraudi Asset Management Inc.14,651$4.21M2.3%-20.4%0.005%
5/15/2026Cypress Capital Group4,664$1.34M0.1%-15.3%0.001%
5/15/2026Van Diest Capital LLC1,291$371K0.3%+73.8%0.000%
5/15/2026Bradley Foster & Sargent Inc. CT29,561$8.49M0.1%+2.2%0.009%
5/15/2026Mustico Financial Group Inc.144,415$41.47M25.6%+322.9%0.045%
5/15/2026Matrix Private Capital Group LLC3,027$869K0.4%N/A0.001%
5/15/2026Windsor Advisory Group LLC4,771$1.37M1.1%+594.5%0.001%
5/15/2026Waverly Advisors LLC355,422$102.07M0.8%+3.5%0.111%
5/15/2026Asset Management Group Inc.57,544$16.53M2.7%+12.4%0.018%
5/15/2026Wealth Alliance LLC11,174$3.21M0.3%-8.8%0.003%
5/15/2026St. Louis Trust Co7,878$2.26M0.3%+8.3%0.002%
5/15/2026Bridgewater Advisors Inc.28,143$8.08M0.5%+248.0%0.009%
5/15/2026Cannell & Spears LLC2,345$673K0.0%+15.3%0.001%
5/14/2026Sentinel Advisory Group LLC1,846$530K0.3%N/A0.001%
5/14/2026Renaissance Technologies LLC29,400$8.44M0.0%+478.7%0.009%
5/14/2026Bollard Group LLC366$105K0.0%N/A0.000%
5/14/2026Gamco Investors INC. ET AL10,859$3.12M0.0%+69.0%0.003%
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5/14/2026Hilltop Holdings Inc.10,078$2.89M0.3%+7.2%0.003%
5/14/2026GC Wealth Management RIA LLC11,145$3.20M0.1%+9.6%0.003%
5/14/2026Compound Planning Inc.13,329$3.83M0.1%-68.3%0.004%
5/14/2026RMG Wealth Management LLC39,805$11.43M1.4%+480.0%0.012%
5/14/2026Gibbs Wealth Management2,304$662K0.1%+67.8%0.001%
5/14/2026American Financial Advisors LLC82,968$23.83M3.2%-0.6%0.026%
5/14/2026Sei Investments Co.4,482$1.29M0.0%+28.9%0.001%
5/14/2026Lido Advisors LLC159,510$45.81M0.1%+13.3%0.050%
5/14/2026Monograph Wealth Advisors LLC8,514$2.45M0.2%+1.6%0.003%
5/13/2026Cetera Investment Advisers1,384,756$397.67M0.4%+8.3%0.431%


VO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,548 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 Northwestern Mutual Wealth Management Co. ($1.79B).Learn more on Vanguard Mid-Cap ETF's institutional investors.

Of the 2,256 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).

Institutional investors have bought a total of 46,674,397 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

Of the 1,118 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), Wealthspire Advisors LLC ($605.77K), Envestnet Asset Management Inc. ($362.75K), BNP Paribas Financial Markets ($240.34K), Kestra Investment Management LLC ($213.90K), TIAA Trust National Association ($210.92K), and Mercer Global Advisors Inc. ADV ($209.72K).

Institutional investors have sold a total of 13,883,436 shares in the last 24 months. This volume of shares sold represents approximately $1.00B in transactions.


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This page (NYSEARCA:VO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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