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 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
234+ 4.64% |
$61.2K - $66.6K
|
5.28K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
234+ 0.3% |
$61.2K - $66.6K
|
78.6K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
232+ 2.84% |
$60.7K - $66K
|
8.4K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
232+ 19.78% |
$60.7K - $66K
|
1.41K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
232+ 8.85% |
$60.7K - $66K
|
2.85K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
228+ 3.56% |
$59.6K - $64.9K
|
6.63K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
225New |
$58.8K - $64K
|
225
$60.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
225New |
$58.8K - $64K
|
225
$60.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
223+ 15.45% |
$58.3K - $63.5K
|
1.67K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
223+ 10.78% |
$58.3K - $63.5K
|
2.29K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
223+ 8.02% |
$58.3K - $63.5K
|
3.01K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 0.65% |
$56.7K - $61.8K
|
33.4K
$9.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
216+ 1.3% |
$56.5K - $61.5K
|
16.8K
$4.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
215+ 0.18% |
$56.2K - $61.2K
|
117K
$31.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
209+ 2.15% |
$54.7K - $59.5K
|
9.93K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
209+ 2.92% |
$54.7K - $59.5K
|
7.37K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
208New |
$54.4K - $59.2K
|
208
$56.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
207+ 8.13% |
$54.1K - $58.9K
|
2.75K
$745K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
207+ 6.71% |
$54.1K - $58.9K
|
3.29K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
206+ 2.25% |
$53.9K - $58.6K
|
9.36K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
204+ 12.13% |
$53.3K - $58.1K
|
1.89K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
204+ 4.0% |
$53.3K - $58.1K
|
5.3K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
202+ 148.53% |
$52.8K - $57.5K
|
338
$91.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
202+ 22.82% |
$52.8K - $57.5K
|
1.09K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
201+ 7.13% |
$52.6K - $57.2K
|
3.02K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
201+ 13.06% |
$52.6K - $57.2K
|
1.74K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
200+ 13.28% |
$52.3K - $56.9K
|
1.71K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
196+ 5.25% |
$51.3K - $55.8K
|
3.93K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
195+ 0.51% |
$51K - $55.5K
|
38.7K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
195+ 3.07% |
$51K - $55.5K
|
6.55K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
194+ 10.93% |
$50.7K - $55.2K
|
1.97K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
193New |
$50.5K - $54.9K
|
193
$52.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
193+ 16.16% |
$50.5K - $54.9K
|
1.39K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
192+ 9.12% |
$50.2K - $54.6K
|
2.3K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189New |
$49.4K - $53.8K
|
189
$51.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
185+ 8.22% |
$48.4K - $52.7K
|
2.44K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
185+ 2.34% |
$48.4K - $52.7K
|
8.09K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
185+ 7.55% |
$48.4K - $52.7K
|
2.64K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
185+ 9.42% |
$48.4K - $52.7K
|
2.15K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
184+ 2.71% |
$48.1K - $52.4K
|
6.98K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
184+ 16.61% |
$48.1K - $52.4K
|
1.29K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
183+ 2.62% |
$47.9K - $52.1K
|
7.17K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
181+ 0.76% |
$47.3K - $51.5K
|
24.1K
$6.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
177+ 5.95% |
$46.3K - $50.4K
|
3.15K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
176+ 3.0% |
$46K - $50.1K
|
6.04K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
176+ 2.16% |
$46K - $50.1K
|
8.32K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 0.86% |
$46K - $50.1K
|
20.6K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
175+ 3.02% |
$45.8K - $49.8K
|
5.97K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
172+ 22.99% |
$45K - $49K
|
920
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
171+ 15.75% |
$44.7K - $48.7K
|
1.26K
$340K
|