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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
323+ 7.57% |
$84.5K - $91.9K
|
4.59K
$1.24M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
321+ 8.57% |
$83.9K - $91.4K
|
4.07K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
321+ 14.15% |
$83.9K - $91.4K
|
2.59K
$700K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
321+ 3.9% |
$83.9K - $91.4K
|
8.55K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
315+ 2.94% |
$82.4K - $89.7K
|
11K
$2.98M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
312+ 3.04% |
$81.6K - $88.8K
|
10.6K
$2.86M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
312+ 12.06% |
$81.6K - $88.8K
|
2.9K
$784K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
310+ 10.21% |
$81.1K - $88.2K
|
3.35K
$905K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
307+ 17.93% |
$80.3K - $87.4K
|
2.02K
$546K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
306+ 0.49% |
$80K - $87.1K
|
62.7K
$17M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
304+ 4.03% |
$79.5K - $86.5K
|
7.85K
$2.12M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
297+ 0.53% |
$77.7K - $84.5K
|
56.2K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 6.7% |
$76.4K - $83.1K
|
4.65K
$1.26M
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
291+ 12.79% |
$76.1K - $82.8K
|
2.57K
$694K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
290+ 4.62% |
$75.8K - $82.5K
|
6.57K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
289+ 1.67% |
$75.6K - $82.3K
|
17.6K
$4.75M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
288+ 50.7% |
$75.3K - $82K
|
856
$231K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
288+ 7.75% |
$75.3K - $82K
|
4K
$1.08M
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
287+ 0.62% |
$75.1K - $81.7K
|
46.3K
$12.5M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
286+ 1.67% |
$74.8K - $81.4K
|
17.4K
$4.71M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
286+ 7.65% |
$74.8K - $81.4K
|
4.03K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
284New |
$74.3K - $80.8K
|
284
$76.8K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
283+ 2.56% |
$74K - $80.6K
|
11.3K
$3.07M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
282+ 2.73% |
$73.7K - $80.3K
|
10.6K
$2.87M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
282+ 10.03% |
$73.7K - $80.3K
|
3.09K
$836K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
281+ 0.79% |
$73.5K - $80K
|
35.9K
$9.72M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
280+ 5.82% |
$73.2K - $79.7K
|
5.09K
$1.38M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
278+ 10.57% |
$72.7K - $79.1K
|
2.91K
$787K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
278+ 8.47% |
$72.7K - $79.1K
|
3.56K
$963K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
277+ 0.11% |
$72.4K - $78.8K
|
253K
$68.5M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
275New |
$71.9K - $78.3K
|
275
$74.4K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
275+ 3.73% |
$71.9K - $78.3K
|
7.66K
$2.07M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
274+ 4.72% |
$71.7K - $78K
|
6.08K
$1.64M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
268+ 17.75% |
$70.1K - $76.3K
|
1.78K
$481K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
264+ 2.1% |
$69K - $75.1K
|
12.8K
$3.46M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
263+ 2.05% |
$68.8K - $74.9K
|
13.1K
$3.55M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
262+ 6.09% |
$68.5K - $74.6K
|
4.57K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
260+ 23.01% |
$68K - $74K
|
1.39K
$376K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
259+ 0.31% |
$67.7K - $73.7K
|
84.3K
$22.8M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
259+ 2.73% |
$67.7K - $73.7K
|
9.75K
$2.64M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
258+ 4.58% |
$67.5K - $73.4K
|
5.89K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
253+ 6.61% |
$66.2K - $72K
|
4.08K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
252+ 0.89% |
$65.9K - $71.7K
|
28.5K
$7.7M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
252+ 2.11% |
$65.9K - $71.7K
|
12.2K
$3.29M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
252+ 0.74% |
$65.9K - $71.7K
|
34.4K
$9.29M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250+ 65.45% |
$65.4K - $71.2K
|
632
$171K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
249+ 10.82% |
$65.1K - $70.9K
|
2.55K
$690K
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
247+ 8.41% |
$64.6K - $70.3K
|
3.19K
$861K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
240+ 23.44% |
$62.8K - $68.3K
|
1.26K
$342K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
237New |
$62K - $67.5K
|
237
$64.1K
|