Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.15KNew |
$301K - $328K
|
1.15K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 4.48% |
$297K - $324K
|
26.5K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 4.44% |
$297K - $323K
|
26.7K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 20.72% |
$292K - $318K
|
6.51K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 4.3% |
$292K - $318K
|
27.1K
$7.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.12K+ 11.96% |
$292K - $318K
|
10.4K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.11K+ 2.1% |
$291K - $316K
|
54.1K
$14.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.11K+ 15.39% |
$290K - $316K
|
8.31K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.11K+ 4.5% |
$290K - $316K
|
25.8K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.11K+ 11.19% |
$290K - $315K
|
11K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.1K+ 6.38% |
$288K - $313K
|
18.3K
$5.06M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.1KNew |
$287K - $313K
|
1.1K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.1KNew |
$287K - $312K
|
1.1K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.09KNew |
$285K - $310K
|
1.09K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.09KNew |
$285K - $310K
|
1.09K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.08K+ 6.67% |
$283K - $308K
|
17.3K
$4.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.07KNew |
$281K - $306K
|
1.07K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.07K+ 13.17% |
$279K - $304K
|
9.18K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.07KNew |
$279K - $304K
|
1.07K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.07K+ 0.79% |
$279K - $304K
|
136K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 4.75% |
$274K - $299K
|
23.1K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.05KNew |
$273K - $297K
|
1.05K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.04KNew |
$272K - $296K
|
1.04K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.04K+ 1.55% |
$271K - $295K
|
68.2K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.04K+ 22.6% |
$271K - $295K
|
5.62K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.03KNew |
$270K - $294K
|
1.03K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 2.4% |
$270K - $294K
|
44.1K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.03K+ 7.63% |
$269K - $292K
|
14.5K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.03KNew |
$268K - $292K
|
1.03K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.02K+ 20.44% |
$267K - $291K
|
6.02K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.02KNew |
$267K - $291K
|
1.02K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 3.02% |
$267K - $290K
|
34.8K
$9.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.02KNew |
$266K - $290K
|
1.02K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
996New |
$260K - $283K
|
996
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
992New |
$259K - $282K
|
992
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
987New |
$258K - $281K
|
987
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
984New |
$257K - $280K
|
984
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
980+ 10.72% |
$256K - $279K
|
10.1K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
978New |
$256K - $278K
|
978
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
973New |
$254K - $277K
|
973
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
949+ 3.21% |
$248K - $270K
|
30.5K
$8.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
945+ 7.01% |
$247K - $269K
|
14.4K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
917+ 39.54% |
$240K - $261K
|
3.24K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
915+ 3.68% |
$239K - $260K
|
25.8K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
907+ 15.79% |
$237K - $258K
|
6.65K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
895New |
$234K - $255K
|
895
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
882+ 2.43% |
$231K - $251K
|
37.1K
$10.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
881+ 23.91% |
$230K - $251K
|
4.57K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
876+ 1.37% |
$229K - $249K
|
65K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
876+ 1.88% |
$229K - $249K
|
47.5K
$13.1M
|