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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$82.45 +0.83 (+1.02%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Number of
Institutional Buyers
(last 12 months)
1584
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
892
Total
Institutional Outflows
(last 12 months)
$867.78M
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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
9/2/2026 Range Advisory LLC35,959$2.90M0.3%+506.2%0.003%
9/2/2026 Capital & Planning LLC150,538$12.13M6.3%+277.7%0.011%
9/2/2026 Brown Lisle Cummings Inc.3,004$242K0.1%+300.0%0.000%
9/1/2026 Planning Project LLC18,239$1.50M0.3%N/A0.001%
8/28/2026 Cornerstone Financial Management LLC26,410$2.13M1.7%+300.2%0.002%
8/28/2026 NWM Advisors LLC97,027$7.82M6.2%+367.6%0.007%
8/27/2026 Corient Private Wealth LP2,182,308$175.83M0.2%+341.0%0.166%
8/27/2026 Tucker Asset Management LLC1,471$119K0.0%+264.1%0.000%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co3,350$282K0.1%N/A0.000%
8/26/2026 HORAN Wealth LLC5,688$458K0.1%N/A0.000%
8/26/2026 Wellington Grp LLC305,255$24.59M6.2%+341.9%0.023%
8/25/2026 Financial Insights Inc.31,180$2.51M0.7%+265.0%0.002%
8/24/2026 Serenity Investment Advisors236,070$19.48M8.3%+1.1%0.018%
8/24/2026 Strategic Financial Services Inc.12,544$1.01M0.0%+300.0%0.001%
8/23/2026 Studio Investment Management LLC3,361$271K0.0%N/A0.000%
8/23/2026 Mason & Associates LLC320,768$25.84M5.4%+310.2%0.024%
8/23/2026 Washington Trust Advisors Inc.7,316$589K0.0%+329.8%0.001%
8/23/2026 Ameritas Advisory Services LLC459,384$37.01M0.7%+811.3%0.035%
8/23/2026 Guardian Wealth Advisors LLC NC75,380$6.07M0.3%+311.6%0.006%
8/23/2026 Straight Path Wealth Management2,880$232K0.1%+300.0%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.5,068$408K0.1%+433.5%0.000%
8/23/2026 Wedmont Private Capital237,501$19.22M0.5%+301.8%0.018%
8/23/2026 Kintra Wealth LLC45,613$3.84M0.2%+674.0%0.003%
8/23/2026 Morling Financial Advisors LLC2,660$214K0.1%+309.2%0.000%
8/23/2026 Anson Capital Inc.55,975$4.51M3.1%+297.3%0.004%
8/23/2026 Aspire Capital Advisors LLC212,442$17.12M3.3%+253.3%0.016%
8/23/2026 Endeavor Private Wealth Inc.101,392$8.17M2.0%+265.8%0.008%
8/23/2026 Yarger Wealth Strategies LLC25,701$2.08M0.7%+298.2%0.002%
8/23/2026 Beaird Harris Wealth Management LLC7,535$607K0.0%+111.8%0.001%
8/23/2026 Insight Inv LLC776$63K0.0%+300.0%0.000%
8/23/2026 Operose Advisors LLC119,495$9.63M1.9%+275.3%0.009%
8/23/2026 HB Wealth Management LLC456,294$36.76M0.2%+301.5%0.035%
8/23/2026 Gibson Wealth Advisors LLC3,512$283K0.2%+305.5%0.000%
8/23/2026 Northeast Planning Associates INC. NH3,772$290K0.2%+300.0%0.000%
8/23/2026 Nvest Financial LLC25,388$2.05M0.6%+389.3%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC10,961$883K0.2%+514.8%0.001%
8/23/2026 Semitam Bonam LLC5,752$463K0.3%+300.0%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.14,527$1.17M0.4%+282.7%0.001%
8/23/2026 Angeles Wealth Management LLC11,216$904K0.0%+364.4%0.001%
8/23/2026 Azimuth Capital Investment Management LLC2,900$234K0.0%+314.3%0.000%
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8/23/2026 Unique Wealth LLC8,624$695K0.1%+295.4%0.001%
8/23/2026 Riverview Capital Advisers LLC229,186$18.47M5.3%+301.9%0.017%
8/23/2026 Chokshi & Queen Wealth Advisors Inc9,808$790K0.4%+300.0%0.001%
8/22/2026 Noble Wealth Partners LLC11,805$951K0.8%N/A0.001%
8/22/2026 Rose Capital Advisors LLC82,236$6.63M3.3%N/A0.006%
8/22/2026 Compass Financial Management LLC604$49K0.0%N/A0.000%
8/22/2026 NBH Bank5,732$462K0.2%N/A0.000%
8/22/2026 Gainline Financial Partners LLC20,620$1.66M1.6%N/A0.002%
8/22/2026 Arbor Wealth Management LLC AZ115,220$9.28M8.2%N/A0.009%
8/22/2026 Succession Financial Inc.2,944$237K0.2%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC11,220$909K0.7%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC21,032$1.70M0.6%N/A0.002%
8/22/2026 Markowski Investments984$79K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC5,721$461K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC7,418$598K0.9%N/A0.001%
8/22/2026 TOP Private Wealth LLC.1,738$140K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC112,719$9.08M3.9%+339.3%0.009%
8/22/2026 MOR Wealth Management LLC164,252$13.23M5.3%+332.1%0.012%
8/22/2026 Aureum Wealth Management LLC4,116$332K0.2%+327.4%0.000%
8/22/2026 Plan A Wealth LLC10,303$830K0.4%+234.2%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC4,000$322K0.0%+300.0%0.000%
8/22/2026 Jim Saulnier & Associates LLC40,045$3.23M1.5%+1,534.5%0.003%
8/22/2026 Washington Growth Strategies LLC6,516$525K0.3%+300.0%0.000%
8/22/2026 Retirement Wealth Solutions LLC1,207$97K0.1%+270.2%0.000%
8/22/2026 Comprehensive Financial Planning Inc. PA13,878$1.12M0.6%+334.4%0.001%
8/22/2026 Valued Retirements Inc.2,764$223K0.2%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC29,572$2.38M0.8%+198.5%0.002%
8/22/2026 NWF Advisory Services Inc.39,004$3.14M0.3%+255.7%0.003%
8/22/2026 Wheelhouse Advisory Group LLC189,521$15.27M4.3%+312.0%0.014%
8/22/2026 DORVAL Corp232,234$18.71M5.5%+303.9%0.018%
8/22/2026 TD Waterhouse Canada Inc.6,877$553K0.0%+106.2%0.001%
8/22/2026 Barlow Wealth Partners LLC3,060$245K0.0%+300.0%0.000%
8/22/2026 United Community Bank5,528$445K0.1%+668.8%0.000%
8/22/2026 Concurrent Investment Advisors LLC335,429$27.03M0.2%+437.6%0.026%
8/22/2026 Prosperitas Financial LLC139,557$11.24M3.6%+306.3%0.011%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC53,583$4.32M0.7%+287.6%0.004%
8/21/2026 Mason & Associates Inc84,183$6.78M1.1%+300.1%0.006%
8/21/2026 Integrity Financial Corp WA5,201$419K0.2%+372.0%0.000%
8/21/2026 High Net Worth Advisory Group LLC40,304$3.25M0.7%+268.4%0.003%
8/21/2026 Kraft Davis & Associates LLC23,413$1.87M0.4%+46.1%0.002%
8/21/2026 Lowery Thomas LLC2,677$216K0.1%+193.5%0.000%
8/21/2026 Leo H. Evart Inc.23,025$1.86M1.5%+305.4%0.002%
8/21/2026 Athena Investment Management12,250$987K0.6%+271.8%0.001%
8/21/2026 Strengthening Families & Communities LLC36,710$2.96M0.7%+300.9%0.003%
8/21/2026 Beacon Capital Management LLC9,159$738K0.1%+300.3%0.001%
8/21/2026 Greenspring Advisors LLC8,022$646K0.0%+534.2%0.001%
8/21/2026 Aletheian Wealth Advisors LLC3,448$278K0.1%+235.4%0.000%
8/21/2026 Waycross Investment Management Co4,248$342K0.2%+451.0%0.000%
8/21/2026 Paragon Private Wealth Management LLC16,185$1.30M0.3%+256.5%0.001%
8/21/2026 Mayport LLC45,107$3.63M0.6%+300.0%0.003%
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8/21/2026 Continuum Advisory LLC91,580$7.38M0.6%+306.8%0.007%
8/21/2026 Safeguard Investment Advisory Group LLC2,579$208K0.0%+264.3%0.000%
8/21/2026 Orion Capital Management LLC2,474$199K0.1%+299.7%0.000%
8/21/2026 Weitzel Financial Services Inc.4,372$351K0.1%+300.0%0.000%
8/21/2026 Round Rock Advisors LLC396,501$31.95M4.1%+313.2%0.030%
8/21/2026 Thrive Wealth Management LLC6,782$546K0.1%+307.3%0.001%
8/21/2026 Birch Capital Management LLC1,332$107K0.1%+300.0%0.000%
8/21/2026 Live Oak Private Wealth LLC7,216$581K0.1%+300.0%0.001%
8/21/2026 Pacifica Partners Inc.472$38K0.0%+300.0%0.000%
8/21/2026 Sunburst Financial Group LLC4,411$355K0.1%+221.7%0.000%


VO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,551 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 2,274 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 Corient Private Wealth LP ($1.69M).

Institutional investors have bought a total of 49,394,600 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

Of the 892 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), Kestra Investment Management LLC ($213.90K), Mercer Global Advisors Inc. ADV ($209.72K), Border to Coast Pensions Partnership Ltd ($191.96K), and Commonwealth Equity Services LLC ($140.92K).

Institutional investors have sold a total of 11,932,595 shares in the last 24 months. This volume of shares sold represents approximately $867.78M in transactions.



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 9/2/2026. New 13F filings are added each quarter as they're published.
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