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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$78.08 0.00 (0.00%)
As of 05/22/2026 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)
1678
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
1119
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
5/22/2026 Summitry 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%
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%
5/21/2026 JDM Financial Group LLC84,539$24.28M5.1%+2.0%0.026%
5/20/2026 Hobbs Group Advisors LLC3,623$1.04M0.3%-3.8%0.001%
5/20/2026 RMR Capital Management LLC6,644$1.91M1.4%+14.9%0.002%
5/20/2026 TrueWealth Financial Partners33,597$9.65M3.8%N/A0.010%
5/19/2026 Western Wealth Management LLC8,822$2.53M0.1%+57.0%0.003%
5/19/2026 McIlrath & Eck LLC58,175$16.71M1.2%-33.6%0.018%
5/19/2026 Paragon Private Wealth Management LLC4,540$1.30M0.4%+22.6%0.001%
5/19/2026 Royal Fund Management LLC7,834$2.26M0.2%+3.5%0.002%
5/19/2026 NewEdge Advisors LLC242,448$69.63M1.3%-23.0%0.075%
5/19/2026 Bank of America Corp DE18,131,075$5.21B0.4%+0.0%5.645%
5/19/2026 Wilson & Boucher Capital Management LLC15,301$4.39M2.9%-1.1%0.005%
5/19/2026 Edgestream Partners L.P.928$267K0.0%N/A0.000%
5/19/2026 Financial Insights Inc.8,542$2.45M0.8%-5.9%0.003%
5/19/2026 Strategic Investment Advisors MI23,889$6.87M0.5%-11.8%0.007%
5/19/2026 Arkadios Wealth Advisors40,686$11.68M0.2%+4.2%0.013%
5/19/2026 Claris Financial LLC3,448$990K0.5%+42.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC4,391$1.26M0.0%+10.1%0.001%
5/18/2026 Core Wealth Advisors Inc.53,861$15.47M3.7%+2.4%0.017%
5/18/2026 Royal Bank of Canada1,682,612$483.21M0.1%+3.0%0.524%
5/18/2026 Evelyn Partners Asset Management Ltd25,662$7.37M1.8%+20.0%0.008%
5/18/2026 Evelyn Partners Investment Management Services Ltd5,109$1.47M0.2%+10.9%0.002%
5/18/2026 Evercore Wealth Management LLC15,458$4.44M0.1%+14.0%0.005%
5/16/2026 The Manufacturers Life Insurance Company 215,385$61.85M0.1%-9.1%0.067%
5/16/2026 Mittelman Wealth Management16,356$4.70M2.9%+6.7%0.005%
5/16/2026 KCM Investment Advisors LLC2,069$594K0.0%-84.8%0.001%
5/16/2026 Glen Eagle Advisors LLC10,917$3.14M0.4%+135.1%0.003%
5/16/2026 Excelsior Advisor Network LLC23,308$6.69M2.5%+14.0%0.007%
5/16/2026 Quantinno Capital Management LP76,558$21.99M0.0%+18.7%0.024%
5/15/2026 Legacy PCG LLC1,172$337K1.8%-88.1%0.000%
5/15/2026 Northeast Financial Group Inc.1,165$335K0.1%-18.2%0.000%
5/15/2026 Gateway Wealth Partners LLC41,268$11.85M0.5%+3,225.4%0.013%
5/15/2026 Ameraudi Asset Management Inc.14,651$4.21M2.3%-20.4%0.005%
5/15/2026 Cypress Capital Group4,664$1.34M0.1%-15.3%0.001%
5/15/2026 Van Diest Capital LLC1,291$371K0.3%+73.8%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT29,561$8.49M0.1%+2.2%0.009%
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5/15/2026 Mustico Financial Group Inc.144,415$41.47M25.6%+322.9%0.045%
5/15/2026 Matrix Private Capital Group LLC3,027$869K0.4%N/A0.001%
5/15/2026 Windsor Advisory Group LLC4,771$1.37M1.1%+594.5%0.001%
5/15/2026 Waverly Advisors LLC355,422$102.07M0.8%+3.5%0.111%
5/15/2026 Asset Management Group Inc.57,544$16.53M2.7%+12.4%0.018%
5/15/2026 Wealth Alliance LLC11,174$3.21M0.3%-8.8%0.003%
5/15/2026 St. Louis Trust Co7,878$2.26M0.3%+8.3%0.002%
5/15/2026 Bridgewater Advisors Inc.28,143$8.08M0.5%+248.0%0.009%
5/15/2026 Cannell & Spears LLC2,345$673K0.0%+15.3%0.001%
5/14/2026 Sentinel Advisory Group LLC1,846$530K0.3%N/A0.001%
5/14/2026 Renaissance Technologies LLC29,400$8.44M0.0%+478.7%0.009%
5/14/2026 Bollard Group LLC366$105K0.0%N/A0.000%
5/14/2026 Gamco Investors INC. ET AL10,859$3.12M0.0%+69.0%0.003%
5/14/2026 Hilltop Holdings Inc.10,078$2.89M0.3%+7.2%0.003%
5/14/2026 GC Wealth Management RIA LLC11,145$3.20M0.1%+9.6%0.003%
5/14/2026 Compound Planning Inc.13,329$3.83M0.1%-68.3%0.004%
5/14/2026 RMG Wealth Management LLC39,805$11.43M1.4%+480.0%0.012%
5/14/2026 Gibbs Wealth Management2,304$662K0.1%+67.8%0.001%
5/14/2026 American Financial Advisors LLC82,968$23.83M3.2%-0.6%0.026%
5/14/2026 Sei Investments Co.4,482$1.29M0.0%+28.9%0.001%
5/14/2026 Lido Advisors LLC159,510$45.81M0.1%+13.3%0.050%
5/14/2026 Monograph Wealth Advisors LLC8,514$2.45M0.2%+1.6%0.003%
5/13/2026 Cetera Investment Advisers1,384,756$397.67M0.4%+8.3%0.431%
5/13/2026 Wealthspire Retirement LLC116,309$33.40M2.0%+7.2%0.036%
5/13/2026 Aureus Asset Management LLC11,108$3.19M0.2%+25.0%0.003%
5/13/2026 Dynamic Wealth Strategies LLC7,681$2.21M1.3%+5.1%0.002%
5/13/2026 Clearwater Capital Advisors LLC1,274$366K0.0%+17.5%0.000%
5/13/2026 Measured Wealth Private Client Group LLC1,375$395K0.1%-16.3%0.000%
5/13/2026 Signature Equity Partners LLC1,373$394K0.2%-16.7%0.000%
5/13/2026 NewEdge Wealth LLC152,502$43.80M0.5%-0.2%0.047%
5/13/2026 Daner Wealth Management LLC131,587$37.79M19.7%+295.7%0.041%
5/13/2026 First Citizens Bank & Trust Co.4,126$1.19M0.0%-21.6%0.001%
5/13/2026 First Trust Advisors LP5,798$1.67M0.0%+12.4%0.002%
5/12/2026 Fortis Capital Management LLC6,913$1.99M0.2%+6.4%0.002%
5/8/2026 Pacific Sun Financial Corp2,363$679K0.3%+9.3%0.001%
5/8/2026 PNC Financial Services Group Inc.2,358,867$677.42M0.4%+2.4%0.734%
5/8/2026 Burling Wealth Partners LLC64,389$18.49M3.0%-7.5%0.020%
5/8/2026 Stone Loft Wealth Management LLC5,566$1.60M1.1%N/A0.002%
5/8/2026 Glenview Trust Co88,539$25.43M0.4%+0.2%0.028%
5/8/2026 Madison Asset Management LLC1,540$442K0.0%-50.6%0.000%
5/8/2026 JMG Financial Group Ltd.1,396,617$401.08M11.0%+3.4%0.435%
5/8/2026 Cutler Investment Counsel LLC161,267$46.31M4.8%-0.2%0.050%
5/8/2026 Johnson Financial Group Inc.2,312$664K0.0%-7.7%0.001%
5/8/2026 Element Pointe Advisors LLC1,259$362K0.1%-14.0%0.000%
5/8/2026 Cannon Capital Management Inc.23,183$6.66M5.4%+21.5%0.007%
5/7/2026 Legacy Wealth Managment LLC ID160$46K0.0%+3,100.0%0.000%
5/7/2026 Florida Financial Advisors LLC3,225$926K0.2%+10.8%0.001%
5/7/2026 AlTi Global Inc.5,542$1.59M0.0%-26.5%0.002%
5/7/2026 Earned Wealth Advisors LLC1,080$310K0.0%N/A0.000%
5/7/2026 Grant Street Asset Management Inc.74,895$21.51M4.1%+4.1%0.023%
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5/7/2026 Hollencrest Capital Management637$183K0.0%+47.8%0.000%
5/7/2026 Wells Financial Advisors INC2,513$722K3.3%-62.6%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.32,816$9.42M0.5%-7.6%0.010%
5/7/2026 Human Investing LLC2,502$718K0.1%+20.6%0.001%
5/7/2026 Scarborough Advisors LLC493$142K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC55,429$15.92M0.3%+0.6%0.017%
5/7/2026 Ironwood Investment Counsel LLC4,155$1.19M0.2%-7.3%0.001%
5/7/2026 Koss Olinger Consulting LLC2,498$717K0.1%-32.3%0.001%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.14,865$4.27M2.8%+7.1%0.005%
5/7/2026 Vision Retirement LLC7,909$2.27M0.6%-1.7%0.002%


VO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,544 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 2,249 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).

Institutional investors have bought a total of 44,964,881 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

Of the 1,119 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 13,886,044 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 5/26/2026 by MarketBeat.com Staff.
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