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 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
170New |
$44.5K - $48.4K
|
170
$46K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
170+ 97.14% |
$44.5K - $48.4K
|
345
$93.3K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
167New |
$43.7K - $47.5K
|
167
$45.2K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
166+ 6.2% |
$43.4K - $47.2K
|
2.85K
$769K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
165+ 1.66% |
$43.1K - $47K
|
10.1K
$2.73M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
165+ 3.04% |
$43.1K - $47K
|
5.6K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
163+ 7.97% |
$42.6K - $46.4K
|
2.21K
$597K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
163+ 16.98% |
$42.6K - $46.4K
|
1.12K
$304K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
160+ 1.04% |
$41.8K - $45.5K
|
15.5K
$4.2M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
159+ 12.98% |
$41.6K - $45.3K
|
1.38K
$374K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
157+ 2.01% |
$41.1K - $44.7K
|
7.97K
$2.15M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
153+ 10.65% |
$40K - $43.5K
|
1.59K
$430K
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
147+ 0.24% |
$38.4K - $41.8K
|
60.4K
$16.3M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
146+ 0.34% |
$38.2K - $41.6K
|
43.2K
$11.7M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
144+ 32.14% |
$37.7K - $41K
|
592
$160K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
143+ 0.48% |
$37.4K - $40.7K
|
29.7K
$8.03M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
143New |
$37.4K - $40.7K
|
143
$38.7K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
143New |
$37.4K - $40.7K
|
143
$38.7K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141+ 1.04% |
$36.9K - $40.1K
|
13.7K
$3.69M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
141+ 1.7% |
$36.9K - $40.1K
|
8.42K
$2.28M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
139+ 3.4% |
$36.3K - $39.6K
|
4.23K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
137+ 1.1% |
$35.8K - $39K
|
12.6K
$3.4M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
135+ 1.26% |
$35.3K - $38.4K
|
10.8K
$2.93M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
133+ 30.93% |
$34.8K - $37.9K
|
563
$152K
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
132+ 0.48% |
$34.5K - $37.6K
|
27.5K
$7.45M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132+ 4.93% |
$34.5K - $37.6K
|
2.81K
$759K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
131+ 1.24% |
$34.3K - $37.3K
|
10.7K
$2.88M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 112.07% |
$34K - $37K
|
246
$66.5K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$34K - $37K
|
130
$35.2K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
130New |
$34K - $37K
|
130
$35.2K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
128+ 16.8% |
$33.5K - $36.4K
|
890
$241K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
128+ 6.98% |
$33.5K - $36.4K
|
1.96K
$531K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
128+ 5.24% |
$33.5K - $36.4K
|
2.57K
$695K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
127+ 907.14% |
$33.2K - $36.1K
|
141
$38.1K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
126+ 2.97% |
$32.9K - $35.9K
|
4.36K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
126+ 18.69% |
$32.9K - $35.9K
|
800
$216K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
125+ 2.9% |
$32.7K - $35.6K
|
4.43K
$1.2M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125+ 7.48% |
$32.7K - $35.6K
|
1.8K
$486K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
124New |
$32.4K - $35.3K
|
124
$33.5K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
123+ 2.02% |
$32.2K - $35K
|
6.22K
$1.68M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
121+ 10.76% |
$31.6K - $34.4K
|
1.25K
$337K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
120+ 0.88% |
$31.4K - $34.2K
|
13.8K
$3.72M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
117+ 8.47% |
$30.6K - $33.3K
|
1.5K
$405K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
114+ 11.94% |
$29.8K - $32.4K
|
1.07K
$289K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
114+ 12.45% |
$29.8K - $32.4K
|
1.03K
$279K
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
114+ 0.41% |
$29.8K - $32.4K
|
28.1K
$7.6M
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
114+ 2.5% |
$29.8K - $32.4K
|
4.67K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
110+ 8.64% |
$28.8K - $31.3K
|
1.38K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
110+ 7.31% |
$28.8K - $31.3K
|
1.62K
$437K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
109+ 13.39% |
$28.5K - $31K
|
923
$250K
|