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 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
571+ 1.75% |
$149K - $163K
|
33.3K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
567+ 12.61% |
$148K - $161K
|
5.06K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
566+ 37.26% |
$148K - $161K
|
2.09K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
566New |
$148K - $161K
|
566
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
563+ 1.17% |
$147K - $160K
|
48.8K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
562+ 12.74% |
$147K - $160K
|
4.97K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
561+ 7.74% |
$147K - $160K
|
7.81K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
554New |
$145K - $158K
|
554
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
552+ 14.55% |
$144K - $157K
|
4.35K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
550+ 7.72% |
$144K - $157K
|
7.67K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
547+ 0.25% |
$143K - $156K
|
220K
$59.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
544+ 24.73% |
$142K - $155K
|
2.74K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
541+ 14.57% |
$141K - $154K
|
4.25K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 14.0% |
$141K - $154K
|
4.4K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
539+ 1.72% |
$141K - $153K
|
31.9K
$8.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
535+ 4.18% |
$140K - $152K
|
13.3K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
527+ 14.02% |
$138K - $150K
|
4.29K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
525+ 2.0% |
$137K - $149K
|
26.8K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
524+ 6.93% |
$137K - $149K
|
8.09K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
522+ 3.95% |
$137K - $149K
|
13.7K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
516+ 3.15% |
$135K - $147K
|
16.9K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
514+ 3.25% |
$134K - $146K
|
16.3K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
514New |
$134K - $146K
|
514
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
513+ 4.4% |
$134K - $146K
|
12.2K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
513+ 17.68% |
$134K - $146K
|
3.42K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
510+ 0.54% |
$133K - $145K
|
94.9K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
500New |
$131K - $142K
|
500
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
499+ 3.52% |
$130K - $142K
|
14.7K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
498+ 14.27% |
$130K - $142K
|
3.99K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
495+ 14.03% |
$129K - $141K
|
4.02K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
493+ 1.24% |
$129K - $140K
|
40.2K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
493+ 16.46% |
$129K - $140K
|
3.49K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
492+ 67.21% |
$129K - $140K
|
1.22K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
491+ 6.67% |
$128K - $140K
|
7.85K
$2.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
490+ 3.18% |
$128K - $139K
|
15.9K
$4.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
488+ 1016.67% |
$128K - $139K
|
536
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
486+ 26.64% |
$127K - $138K
|
2.31K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
485+ 2.45% |
$127K - $138K
|
20.3K
$5.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
485New |
$127K - $138K
|
485
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
485+ 3.05% |
$127K - $138K
|
16.4K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
483+ 2.01% |
$126K - $137K
|
24.5K
$6.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
478+ 2.63% |
$125K - $136K
|
18.7K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
477+ 16.98% |
$125K - $136K
|
3.29K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
472+ 8.13% |
$123K - $134K
|
6.28K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
471+ 4.77% |
$123K - $134K
|
10.3K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
469+ 57.9% |
$123K - $133K
|
1.28K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
468+ 1.62% |
$122K - $133K
|
29.4K
$7.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
463+ 47.44% |
$121K - $132K
|
1.44K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
461+ 3.68% |
$121K - $131K
|
13K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
454+ 41.54% |
$119K - $129K
|
1.55K
$418K
|