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 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
450+ 1.3% |
$118K - $128K
|
35.1K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
448+ 1.51% |
$117K - $128K
|
30.2K
$8.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
442+ 22.38% |
$116K - $126K
|
2.42K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
440+ 4.63% |
$115K - $125K
|
9.93K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
438+ 39.04% |
$115K - $125K
|
1.56K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
438+ 23.57% |
$115K - $125K
|
2.3K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
434+ 5.4% |
$113K - $124K
|
8.47K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
432+ 1.5% |
$113K - $123K
|
29.2K
$7.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
427+ 4.66% |
$112K - $122K
|
9.59K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
427+ 2.13% |
$112K - $122K
|
20.5K
$5.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
423+ 1.03% |
$111K - $120K
|
41.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
422+ 14.19% |
$110K - $120K
|
3.4K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
415+ 1.62% |
$109K - $118K
|
26.1K
$7.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
409+ 1.36% |
$107K - $116K
|
30.4K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
408+ 21.12% |
$107K - $116K
|
2.34K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
406+ 17.71% |
$106K - $116K
|
2.7K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
401+ 3.73% |
$105K - $114K
|
11.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
395New |
$103K - $112K
|
395
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
393+ 10.75% |
$103K - $112K
|
4.05K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
391+ 9.92% |
$102K - $111K
|
4.33K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
391+ 4.34% |
$102K - $111K
|
9.41K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
388+ 20.76% |
$101K - $110K
|
2.26K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
385+ 1.26% |
$101K - $110K
|
30.9K
$8.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
382New |
$99.9K - $109K
|
382
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
382+ 9.81% |
$99.9K - $109K
|
4.28K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
375+ 44.75% |
$98.1K - $107K
|
1.21K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
374+ 6.28% |
$97.8K - $106K
|
6.33K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
370+ 2.5% |
$96.8K - $105K
|
15.2K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
370+ 22.47% |
$96.8K - $105K
|
2.02K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
368+ 9.59% |
$96.2K - $105K
|
4.21K
$1.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
361+ 1.02% |
$94.4K - $103K
|
35.8K
$9.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
360+ 2.53% |
$94.1K - $102K
|
14.6K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
359+ 0.64% |
$93.9K - $102K
|
56.1K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
356+ 18.24% |
$93.1K - $101K
|
2.31K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
355+ 44.77% |
$92.8K - $101K
|
1.15K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
355+ 2.91% |
$92.8K - $101K
|
12.6K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
354+ 5.07% |
$92.6K - $101K
|
7.34K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
353+ 0.38% |
$92.3K - $100K
|
92.8K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
347+ 1.18% |
$90.7K - $98.8K
|
29.7K
$8.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
346+ 1.92% |
$90.5K - $98.5K
|
18.3K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
343+ 34.68% |
$89.7K - $97.6K
|
1.33K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
342+ 0.84% |
$89.4K - $97.3K
|
40.9K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
339+ 0.73% |
$88.6K - $96.5K
|
46.8K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
339+ 11.38% |
$88.6K - $96.5K
|
3.32K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
337+ 21.44% |
$88.1K - $95.9K
|
1.91K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
335+ 23.02% |
$87.6K - $95.4K
|
1.79K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
333+ 3.64% |
$87.1K - $94.8K
|
9.47K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
330+ 14.69% |
$86.3K - $93.9K
|
2.58K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
330+ 32.07% |
$86.3K - $93.9K
|
1.36K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
323+ 14.56% |
$84.5K - $91.9K
|
2.54K
$687K
|