Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
670+ 2.18% |
$159K - $177K
|
31.4K
$8.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
666+ 3.34% |
$158K - $176K
|
20.6K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
658+ 35.38% |
$156K - $174K
|
2.52K
$677K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
655+ 6.63% |
$156K - $173K
|
10.5K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
654+ 23.22% |
$156K - $173K
|
3.47K
$934K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
648+ 5.33% |
$154K - $171K
|
12.8K
$3.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
639+ 41.68% |
$152K - $169K
|
2.17K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
638+ 6.39% |
$152K - $168K
|
10.6K
$2.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
637+ 7.9% |
$152K - $168K
|
8.7K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
634+ 7.56% |
$151K - $167K
|
9.02K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
634+ 0.77% |
$151K - $167K
|
83.3K
$22.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
632+ 9.07% |
$150K - $167K
|
7.6K
$2.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
631+ 5.68% |
$150K - $166K
|
11.7K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
630New |
$150K - $166K
|
630
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
629+ 2.16% |
$150K - $166K
|
29.7K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
616+ 1.2% |
$147K - $163K
|
51.8K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
613+ 5.86% |
$146K - $162K
|
11.1K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
609+ 16.33% |
$145K - $161K
|
4.34K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
607+ 28.05% |
$144K - $160K
|
2.77K
$746K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
604+ 0.16% |
$144K - $159K
|
368K
$99.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
603+ 5.2% |
$143K - $159K
|
12.2K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
600+ 2.53% |
$143K - $158K
|
24.4K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600+ 4.66% |
$143K - $158K
|
13.5K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
592+ 17.84% |
$141K - $156K
|
3.91K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
581+ 4.75% |
$138K - $153K
|
12.8K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
575+ 2.0% |
$137K - $152K
|
29.3K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
574+ 0.41% |
$137K - $151K
|
141K
$37.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
562+ 12.39% |
$134K - $148K
|
5.1K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
555+ 1.67% |
$132K - $146K
|
33.7K
$9.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
555+ 4.88% |
$132K - $146K
|
11.9K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
550+ 8.05% |
$131K - $145K
|
7.38K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
550+ 2.83% |
$131K - $145K
|
20K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
547+ 3.44% |
$130K - $144K
|
16.4K
$4.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
547+ 26.26% |
$130K - $144K
|
2.63K
$708K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
546+ 22.82% |
$130K - $144K
|
2.94K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
545+ 1.77% |
$130K - $144K
|
31.4K
$8.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
544+ 2.02% |
$129K - $144K
|
27.4K
$7.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
543+ 48.1% |
$129K - $143K
|
1.67K
$450K
|
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
542+ 1.29% |
$129K - $143K
|
42.5K
$11.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
542+ 1.18% |
$129K - $143K
|
46.6K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
538+ 26.27% |
$128K - $142K
|
2.59K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
538+ 3.63% |
$128K - $142K
|
15.4K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
531+ 106.63% |
$126K - $140K
|
1.03K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
529+ 1.52% |
$126K - $140K
|
35.3K
$9.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
521+ 10.68% |
$124K - $137K
|
5.4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
512+ 26.07% |
$122K - $135K
|
2.48K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
510+ 22.1% |
$121K - $135K
|
2.82K
$758K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
510+ 8.66% |
$121K - $135K
|
6.4K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
508+ 44.48% |
$121K - $134K
|
1.65K
$444K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
507+ 1491.18% |
$121K - $134K
|
541
$146K
|