VANGUARD MID-CAP ETF (VO) Institutional Ownership Changes & 13F Activity

VANGUARD MID-CAP ETF (VO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Newedge Advisors, Llc, Truewealth Financial Partners, Mcilrath & Eck, Llc, and Steelhead Wealth Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpSell-5,801-18.9%24,825$7.13MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+195+3.0%6,599$1.90MQ1 2026Aug 28, 2026
Dakota Wealth ManagementSell-117-0.4%33,268$9.55MQ1 2026Aug 26, 2026
Arete Wealth Advisors, LlcSell-11,181-100.0%0$0.00Q1 2026Aug 11, 2026
Brighton Jones LlcBuy+21,805—21,805$6.26MQ1 2026Aug 07, 2026
Robinswood Financial LlcSell-1,406-7.2%18,179$5.22MQ1 2026Jul 13, 2026
Verus Capital Partners, LlcSell-10,391-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+806,111+3.0%27,774,784$7.98BQ1 2026Jul 08, 2026
Dala Group, LlcSell-12,483-100.0%0$0.00Q1 2026Jun 18, 2026
Steelhead Wealth Management LlcBuy+26,675—26,675$7.66MQ1 2026Jun 16, 2026
Truewealth Financial PartnersBuy+33,597—33,597$9.65MQ1 2026May 20, 2026
Rmr Capital Management, LlcBuy+861+14.9%6,644$1.91MQ1 2026May 20, 2026
Hobbs Group Advisors, LlcSell-143-3.8%3,623$1.04MQ1 2026May 20, 2026
Soa Wealth Advisors, Llc.Sell-81-0.8%10,364$2.98MQ1 2026May 20, 2026
Mcilrath & Eck, LlcSell-29,462-33.6%58,175$16.71MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+3,202+57.0%8,822$2.53MQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcBuy+837+22.6%4,540$1.30MQ1 2026May 19, 2026
Financial Insights, Inc.Sell-535-5.9%8,542$2.45MQ1 2026May 19, 2026
Royal Fund Management, LlcBuy+263+3.5%7,834$2.26MQ1 2026May 19, 2026
Sonoma Allocations LlcSell-42-1.8%2,310$672.10KQ1 2026May 19, 2026
Mascagni Wealth Management, Inc.Buy+6+0.1%5,693$1.63MQ1 2026May 19, 2026
Newedge Advisors, LlcSell-72,440-23.0%242,448$21.22MQ1 2026May 18, 2026
Strategic Investment Advisors / MiSell-3,200-11.8%23,889$6.87MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+1,651+4.2%40,686$11.68MQ1 2026May 18, 2026
Core Wealth Advisors, Inc.Buy+1,279+2.4%53,861$15.47MQ1 2026May 18, 2026
Bank Of America CorpBuy+1,040+0.0%18,131,075$5.21BQ1 2026May 18, 2026
Claris Financial LlcBuy+1,020+42.0%3,448$990.23KQ1 2026May 18, 2026
Edgestream Partners, L.P.Buy+928—928$266.50KQ1 2026May 18, 2026
Wilson & Boucher Capital Management, LlcSell-175-1.1%15,301$4.39MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+108+6.4%1,793$515.00KQ1 2026May 18, 2026
Showing 30 of 2,072

Frequently asked questions about VO activity

  • Which institutional owners are buying VO?

    Institutional owners buying VO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VO activity?

    "Buy" means an investor increased their reported position in VO compared to the prior reporting period. This reflects growing exposure to VANGUARD MID-CAP ETF (VO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VO increasing?

    Institutional interest in VO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.