Institutional Ownership Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO). We have compiled data on the 2,149 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $48.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
405,078
shares
|
$112 Million
2.3% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
398,893
shares
|
$110 Million
1.46% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
384,454
shares
|
$106 Million
2.66% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
381,640
shares
|
$105 Million
4.62% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
375,094
shares
|
$103 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
365,820
shares
|
$101 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
363,106
shares
|
$100 Million
7.58% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
362,227
shares
|
$99.8 Million
2.56% of portfolio
|
Q1 2024
Added 0.8%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
358,036
shares
|
$98.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
357,381
shares
|
$98.5 Million
5.4% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
349,608
shares
|
$96.4 Million
11.45% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
340,242
shares
|
$93.8 Million
2.18% of portfolio
|
Q4 2023
Added 2.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
337,638
shares
|
$93.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
337,185
shares
|
$92.9 Million
3.17% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
328,876
shares
|
$90.6 Million
4.51% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
323,802
shares
|
$89.2 Million
2.57% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
323,018
shares
|
$89 Million
0.49% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
317,434
shares
|
$87.5 Million
0.24% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
312,222
shares
|
$86.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
311,586
shares
|
$85.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
303,094
shares
|
$83.5 Million
6.05% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
293,160
shares
|
$80.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 99.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
280,211
shares
|
$77.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
270,116
shares
|
$74.4 Million
0.72% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
267,972
shares
|
$73.9 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.17%
|