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