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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
714+ 2.58% |
$187K - $203K
|
28.4K
$7.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
701+ 25.42% |
$183K - $200K
|
3.46K
$935K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
701+ 1.4% |
$183K - $200K
|
50.9K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
699+ 12.95% |
$183K - $199K
|
6.1K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
698+ 2585.19% |
$183K - $199K
|
725
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
694+ 28.0% |
$181K - $198K
|
3.17K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
693+ 6.11% |
$181K - $197K
|
12K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
692+ 2.7% |
$181K - $197K
|
26.3K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
687+ 2.87% |
$180K - $196K
|
24.6K
$6.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
686+ 1.43% |
$179K - $195K
|
48.7K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
683+ 41.39% |
$179K - $194K
|
2.33K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
682+ 22.74% |
$178K - $194K
|
3.68K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
681+ 4.31% |
$178K - $194K
|
16.5K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680+ 9.07% |
$178K - $194K
|
8.18K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
672+ 11.38% |
$176K - $191K
|
6.58K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
671+ 1.46% |
$175K - $191K
|
46.7K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
671+ 1.31% |
$175K - $191K
|
51.7K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
668+ 6.84% |
$175K - $190K
|
10.4K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
667New |
$174K - $190K
|
667
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
664+ 6.3% |
$174K - $189K
|
11.2K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
660+ 3.55% |
$173K - $188K
|
19.2K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
650+ 2.52% |
$170K - $185K
|
26.5K
$7.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
643+ 7.37% |
$168K - $183K
|
9.37K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
641+ 0.85% |
$168K - $182K
|
76.1K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
640New |
$167K - $182K
|
640
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
632+ 80.82% |
$165K - $180K
|
1.41K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
630+ 3.97% |
$165K - $179K
|
16.5K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
629+ 5.32% |
$164K - $179K
|
12.5K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
628+ 34.75% |
$164K - $179K
|
2.44K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
627+ 3.87% |
$164K - $178K
|
16.8K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
625New |
$163K - $178K
|
625
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
624New |
$163K - $178K
|
624
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
621+ 0.52% |
$162K - $177K
|
121K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
620+ 8.83% |
$162K - $176K
|
7.64K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
620+ 2.36% |
$162K - $176K
|
26.9K
$7.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
619+ 1.57% |
$162K - $176K
|
40K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
616+ 0.57% |
$161K - $175K
|
109K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
613+ 23.2% |
$160K - $174K
|
3.26K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
606+ 1.08% |
$158K - $172K
|
56.5K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
601+ 1.19% |
$157K - $171K
|
51.1K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
600+ 25.62% |
$157K - $171K
|
2.94K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
597+ 2.98% |
$156K - $170K
|
20.6K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
591+ 5.03% |
$155K - $168K
|
12.3K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
591+ 1.0% |
$155K - $168K
|
59.8K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
589+ 11.45% |
$154K - $168K
|
5.74K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
584+ 1.98% |
$153K - $166K
|
30.1K
$8.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
580+ 9.88% |
$152K - $165K
|
6.45K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
579+ 0.85% |
$151K - $165K
|
68.6K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
579+ 4.15% |
$151K - $165K
|
14.5K
$3.93M
|