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Vanguard Mid-Cap ETF (VO) Institutional Ownership

Vanguard Mid-Cap ETF logo
$80.55 +0.23 (+0.29%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1670
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
1032
Total
Institutional Outflows
(last 12 months)
$965.80M
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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
7/12/2026 First Community Trust NA13,268$1.07M0.5%+328.6%0.001%
7/12/2026 Ballast Inc.616,950$49.71M9.3%+337.6%0.047%
7/10/2026 Lee Kelleher & Klein Wealth Management15,340$1.24M0.6%+298.2%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC4,754$383K0.1%+300.2%0.000%
7/10/2026 GoalFusion Wealth Management LLC53,793$4.33M1.7%+322.7%0.004%
7/10/2026 Buska Wealth Management LLC3,218$259K0.1%N/A0.000%
7/10/2026 Abound Wealth Management6,719$541K0.1%+374.8%0.001%
7/10/2026 Northside Capital Management LLC4,144$334K0.0%+300.4%0.000%
7/10/2026 Envision Financial LLC122,683$9.89M4.6%+328.1%0.009%
7/10/2026 Annex Advisory Services LLC9,375$755K0.0%+315.6%0.001%
7/10/2026 Accel Wealth Management8,164$658K0.1%+299.0%0.001%
7/10/2026 Financial Planning Fort Collins LLC40,580$3.28M2.5%+0.4%0.003%
7/10/2026 Uptown Financial Advisors LLC139,720$11.26M7.4%+294.1%0.011%
7/10/2026 Heck Capital Advisors LLC22,160$1.79M0.1%+408.4%0.002%
7/10/2026 Taylor & Morgan Wealth Management LLC24,114$1.94M1.0%+388.3%0.002%
7/10/2026 JFS Wealth Advisors LLC31,984$2.58M0.1%+326.1%0.002%
7/10/2026 DiNuzzo Private Wealth Inc.480$39K0.0%+300.0%0.000%
7/10/2026 Kennicott Capital Management LLC7,700$620K0.3%+300.0%0.001%
7/10/2026 Canvas Wealth Advisors LLC5,252$423K0.1%+300.3%0.000%
7/10/2026 Rise Advisors LLC2,693$217K0.1%N/A0.000%
7/10/2026 Nolet Wealth Management LLC9,000$725K0.4%+300.0%0.001%
7/10/2026 William Mack & Associates Inc.496,380$39.99M14.0%+526.4%0.038%
7/10/2026 Fiduciary Financial Group LLC11,321$912K0.1%+300.2%0.001%
7/10/2026 Farrell Financial LLC88,547$7.13M3.9%+296.8%0.007%
7/10/2026 Yoffe Investment Management LLC21,378$1.72M2.0%+300.0%0.002%
7/10/2026 City Holding Co.74,438$6.00M0.7%+297.4%0.006%
7/10/2026 Charles Schwab Trust Co50,236$4.05M0.2%+308.9%0.004%
7/10/2026 KWB Wealth4,140$334K0.0%+299.2%0.000%
7/10/2026 Prosperity Planning Inc.4,618$372K0.1%+297.1%0.000%
7/10/2026 Scott Capital Advisors LLC207,638$16.73M2.6%+299.5%0.016%
7/10/2026 Spinnaker Investment Group LLC3,024$244K0.0%N/A0.000%
7/10/2026 Affiance Financial LLC47,561$3.83M0.6%+319.3%0.004%
7/10/2026 FC Advisory LLC8,280$667K0.2%+303.7%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.5,206$419K0.0%+158.1%0.000%
7/10/2026 Marquette Asset Management LLC520,497$41.94M5.4%+302.1%0.040%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors41,145$3.32M0.4%+302.5%0.003%
7/10/2026 Perkins Coie Trust Co698,642$56.28M9.3%+294.0%0.053%
7/10/2026 Alliance Private Wealth LLC116,476$9.38M3.3%+276.9%0.009%
7/10/2026 Fulton Bank N.A.20,656$1.66M0.1%+399.8%0.002%
7/10/2026 Wealthcare Advisory Partners LLC216,504$17.44M0.3%+297.2%0.016%
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7/10/2026 Warner Financial Inc.126,727$10.21M3.0%+300.4%0.010%
7/9/2026 Kraft Davis & Associates LLC23,413$1.87M0.4%+46.1%0.002%
7/9/2026 Financial Management Professionals Inc.140,360$11.31M1.1%+300.1%0.011%
7/9/2026 First Bank & Trust7,484$603K0.1%+304.5%0.001%
7/9/2026 Shrier Wealth Management LLC8,859$714K0.2%+286.0%0.001%
7/9/2026 Revolve Wealth Partners LLC39,478$3.18M0.3%+299.2%0.003%
7/9/2026 Ares Financial Consulting LLC1,616$130K0.1%+300.0%0.000%
7/9/2026 Asset Advisory Group Inc.11,474$924K0.4%+302.9%0.001%
7/9/2026 Centurion Wealth Management LLC3,438$277K0.1%+300.2%0.000%
7/9/2026 Wealthcare Capital Partners LLC6,009$484K0.2%+303.6%0.000%
7/9/2026 Tenzing Financial LLC15,457$1.25M0.9%+303.2%0.001%
7/9/2026 CPA Asset Management Group LLC172,265$13.88M4.0%+275.7%0.013%
7/9/2026 Sapient Capital LLC143,867$11.59M0.2%+371.4%0.011%
7/9/2026 Shira Ridge Wealth Management4,751$383K0.1%+173.4%0.000%
7/9/2026 AFG Fiduciary Services Limited Partnership28,242$2.27M1.8%+286.9%0.002%
7/9/2026 World Equity Group Inc.12,620$1.02M0.2%+308.3%0.001%
7/9/2026 Next Level Private LLC26,586$2.14M0.4%+298.6%0.002%
7/9/2026 Focus Financial Network Inc.79,154$6.38M0.2%+351.8%0.006%
7/9/2026 Alliance Wealth Advisors LLC165,734$13.35M4.3%+321.1%0.013%
7/9/2026 Melone Private Wealth LLC14,524$1.17M0.4%+301.1%0.001%
7/9/2026 Allied Private Wealth LLC1,084$87K0.1%N/A0.000%
7/9/2026 TOWER TRUST & INVESTMENT Co11,519$928K0.6%+279.7%0.001%
7/9/2026 Wealth Science Advisors LLC123,665$9.96M4.4%+287.4%0.009%
7/9/2026 Exchange Bank2,568$207K0.1%N/A0.000%
7/9/2026 Aletheian Wealth Advisors LLC3,448$278K0.1%+235.4%0.000%
7/9/2026 Tactive Advisors LLC17,099$1.38M0.3%+289.5%0.001%
7/9/2026 Everhart Financial Group Inc.21,358$1.72M0.1%+307.5%0.002%
7/9/2026 Sax Wealth Advisors LLC7,927$639K0.0%+25.5%0.001%
7/9/2026 Everpar Advisors LLC3,328$268K0.1%+216.7%0.000%
7/9/2026 Chemistry Wealth Management LLC10,974$884K0.1%+249.4%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC12,249$987K0.2%+301.1%0.001%
7/9/2026 First National Bank of Mount Dora Trust Investment Services5,524$445K0.1%+300.0%0.000%
7/9/2026 West Financial Advisors LLC36,700$2.96M0.4%+287.7%0.003%
7/9/2026 Breakwater Capital Group12,879$1.04M0.1%+298.2%0.001%
7/9/2026 Sunburst Financial Group LLC4,411$355K0.1%+221.7%0.000%
7/9/2026 Affinity Capital Advisors LLC34,603$2.80M0.3%+298.4%0.003%
7/9/2026 Valeo Financial Advisors LLC109,210$8.33M0.2%+235.1%0.008%
7/9/2026 Crumly & Associates Inc.2,948$238K0.0%N/A0.000%
7/9/2026 Private Wealth Group LLC11,112$895K0.3%+300.0%0.001%
7/9/2026 TL Private Wealth488,218$39.36M14.4%+301.2%0.037%
7/8/2026 Beaird Harris Wealth Management LLC7,535$607K0.0%+111.8%0.001%
7/8/2026 Atwood & Palmer Inc.2,116$170K0.0%+300.0%0.000%
7/8/2026 Rockland Trust Co.26,768$2.16M0.1%+296.1%0.002%
7/8/2026 Beacon Bank & Trust8,560$690K0.1%+300.0%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.12,799$1.03M0.4%+330.7%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.7,260$585K0.0%+300.0%0.001%
7/8/2026 Colorado Capital Management Inc.82,492$6.65M2.3%+318.4%0.006%
7/8/2026 Beacon Financial Strategies CORP145,415$11.72M5.8%+308.5%0.011%
7/8/2026 Chesley Taft & Associates LLC133,449$10.75M0.4%+317.4%0.010%
7/8/2026 Trust Point Inc.8,284$667K0.1%+295.6%0.001%
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7/8/2026 Strategic Investment Solutions Inc. IL1,096$88K0.0%+300.0%0.000%
7/8/2026 First Heartland Consultants Inc.3,816$307K0.0%+330.2%0.000%
7/8/2026 Kwmg LLC13,586$1.10M0.1%+292.8%0.001%
7/8/2026 Sonoma Allocations LLC9,236$748K0.3%+299.8%0.001%
7/8/2026 TrueWealth Advisors LLC19,911$1.60M0.4%+300.2%0.002%
7/8/2026 Community Trust & Investment Co.15,704$1.27M0.1%+300.0%0.001%
7/8/2026 OFS Enterprise LLC15,406$1.24M0.3%+258.3%0.001%
7/8/2026 LifeGoal Investments LLC2,578$208K0.1%N/A0.000%
7/8/2026 Scott & Selber Inc.42,648$3.44M0.7%+300.0%0.003%
7/8/2026 Cooper Financial Group4,319$348K0.0%+360.9%0.000%


VO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,549 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 2,279 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 47,782,426 shares in the last 24 months. This purchase volume represents approximately $3.55B in transactions.

Of the 1,022 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 13,333,816 shares in the last 24 months. This volume of shares sold represents approximately $965.80M in transactions.



This page (NYSEARCA:VO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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