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 2,507 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
49,297
shares
|
$14.1 Million
4.67% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
49,191
shares
|
$14.1 Million
0.34% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
48,769
shares
|
$14 Million
8.72% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
48,756
shares
|
$14 Million
0.57% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
48,665
shares
|
$14 Million
0.6% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
48,622
shares
|
$14 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
48,524
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
47,820
shares
|
$13.7 Million
0.32% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
47,684
shares
|
$13.7 Million
0.5% of portfolio
|
Q3 2025
Added 152.46%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
47,563
shares
|
$13.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
47,504
shares
|
$13.6 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
47,046
shares
|
$13.5 Million
4.03% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
46,481
shares
|
$13.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Dec 01, 2025 Q3 2025 |
46,457
shares
|
$13.3 Million
9.25% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
46,357
shares
|
$13.3 Million
4.03% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
46,346
shares
|
$13.3 Million
0.66% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
46,297
shares
|
$13.3 Million
2.02% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
46,092
shares
|
$13.2 Million
4.31% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
45,155
shares
|
$13 Million
4.64% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
45,095
shares
|
$12.9 Million
0.74% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
44,904
shares
|
$12.9 Million
5.03% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
44,844
shares
|
$12.9 Million
0.57% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
44,629
shares
|
$12.8 Million
1.97% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
44,357
shares
|
$12.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
44,310
shares
|
$12.7 Million
0.21% of portfolio
|
Q3 2025
Added 6.47%
|
|