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 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
38.3KNew |
$10M - $10.9M
|
38.3K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.5K+ 54.3% |
$9.82M - $10.7M
|
107K
$29.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37.3K+ 3.01% |
$9.77M - $10.6M
|
1.28M
$354M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
37KNew |
$9.67M - $10.5M
|
37K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.4K+ 278.59% |
$9.51M - $10.4M
|
49.4K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5K+ 1145.16% |
$9.28M - $10.1M
|
38.6K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
35.2KNew |
$9.21M - $10M
|
35.2K
$9.78M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.1K+ 15.24% |
$9.18M - $9.99M
|
265K
$73.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33.1KNew |
$8.66M - $9.42M
|
33.1K
$9.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.3K+ 3697.94% |
$8.45M - $9.2M
|
33.2K
$9.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30.3K+ 6.24% |
$7.93M - $8.64M
|
517K
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.6KNew |
$7.73M - $8.42M
|
29.6K
$8.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
28.1KNew |
$7.35M - $8M
|
28.1K
$7.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
26.2KNew |
$6.85M - $7.46M
|
26.2K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
25.8KNew |
$6.76M - $7.35M
|
25.8K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
25.7K+ 8.49% |
$6.73M - $7.33M
|
329K
$91.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25K+ 144.19% |
$6.54M - $7.12M
|
42.4K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
24.2K+ 7.64% |
$6.34M - $6.9M
|
342K
$94.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
23.7K+ 61.79% |
$6.19M - $6.74M
|
62K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
23.6KNew |
$6.16M - $6.71M
|
23.6K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.2K+ 80.12% |
$6.08M - $6.61M
|
52.2K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
23.1K+ 1.8% |
$6.03M - $6.57M
|
1.3M
$362M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.7K+ 28.44% |
$5.93M - $6.45M
|
102K
$28.4M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
22.1KNew |
$5.78M - $6.3M
|
22.1K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21.8KNew |
$5.7M - $6.21M
|
21.8K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
21.7K+ 69.67% |
$5.68M - $6.18M
|
52.9K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21.5K+ 35.29% |
$5.61M - $6.11M
|
82.3K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20.6K+ 5.36% |
$5.39M - $5.87M
|
405K
$112M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
20.6K+ 5.36% |
$5.39M - $5.87M
|
405K
$112M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
20KNew |
$5.23M - $5.69M
|
20K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
19.5KNew |
$5.09M - $5.54M
|
19.5K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.5K+ 57.5% |
$5.09M - $5.54M
|
53.3K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
19.3K+ 132.68% |
$5.06M - $5.5M
|
33.9K
$9.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
19.1KNew |
$5M - $5.45M
|
19.1K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18.8K+ 9.48% |
$4.92M - $5.36M
|
217K
$60.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.1KNew |
$4.74M - $5.16M
|
18.1K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17.8K+ 4.89% |
$4.65M - $5.06M
|
382K
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
17.7KNew |
$4.63M - $5.04M
|
17.7K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 3.51% |
$4.55M - $4.96M
|
513K
$142M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 1.29% |
$4.22M - $4.6M
|
1.27M
$352M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
16KNew |
$4.19M - $4.56M
|
16K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$4.15M - $4.52M
|
15.9K
$4.41M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 3.13% |
$4.1M - $4.46M
|
517K
$143M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
15.7KNew |
$4.1M - $4.46M
|
15.7K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.5KNew |
$4.05M - $4.41M
|
15.5K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
15.5K+ 16.98% |
$4.04M - $4.4M
|
107K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15K+ 2.22% |
$3.93M - $4.28M
|
691K
$192M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14.7KNew |
$3.86M - $4.2M
|
14.7K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
14.6K+ 60.99% |
$3.83M - $4.17M
|
38.6K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.6K+ 127.39% |
$3.81M - $4.15M
|
26K
$7.23M
|