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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$262 - $285
|
868
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1+ 0.08% |
$262 - $285
|
1.33K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.06% |
$262 - $285
|
1.64K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.63% |
$262 - $285
|
161
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.07% |
$262 - $285
|
1.36K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$262 - $285
|
2.3K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1- 0.09% |
$262 - $285
|
1.15K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
$262 - $285
|
1.03K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.17% |
$262 - $285
|
586
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1- 0.02% |
$262 - $285
|
4.4K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$262 - $285
|
2.59K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 2.41% |
$523 - $569
|
81
$21.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2- 0.03% |
$523 - $569
|
6.87K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 0.4% |
$523 - $569
|
492
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 0.53% |
$523 - $569
|
374
$101K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 0.45% |
$785 - $854
|
658
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-3- 0.08% |
$785 - $854
|
3.78K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.04% |
$785 - $854
|
8.21K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-3- 0.36% |
$785 - $854
|
842
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-4- 0.16% |
$1.05K - $1.14K
|
2.53K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-4- 0.48% |
$1.05K - $1.14K
|
821
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.08% |
$1.05K - $1.14K
|
4.9K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5- 0.16% |
$1.31K - $1.42K
|
3.1K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-5- 0.36% |
$1.31K - $1.42K
|
1.37K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.13% |
$1.31K - $1.42K
|
3.73K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5- 0.95% |
$1.31K - $1.42K
|
524
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6- 0.43% |
$1.57K - $1.71K
|
1.4K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-6- 0.44% |
$1.57K - $1.71K
|
1.35K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-6- 0.23% |
$1.57K - $1.71K
|
2.65K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-6- 0.6% |
$1.57K - $1.71K
|
1K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.46% |
$1.57K - $1.71K
|
1.3K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
SELL
|
- |
-6- 0.22% |
$1.57K - $1.71K
|
2.73K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6- 0.33% |
$1.57K - $1.71K
|
1.83K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6- 0.21% |
$1.57K - $1.71K
|
2.81K
$761K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7- 0.26% |
$1.83K - $1.99K
|
2.66K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7- 0.8% |
$1.83K - $1.99K
|
873
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8- 2.2% |
$2.09K - $2.28K
|
356
$96.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-8- 0.02% |
$2.09K - $2.28K
|
33.1K
$8.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-8- 0.65% |
$2.09K - $2.28K
|
1.23K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-8- 0.2% |
$2.09K - $2.28K
|
4.07K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 0.51% |
$2.09K - $2.28K
|
1.58K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-8- 0.54% |
$2.09K - $2.28K
|
1.47K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9- 0.08% |
$2.35K - $2.56K
|
11.6K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-9- 0.01% |
$2.35K - $2.56K
|
61.3K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.24% |
$2.35K - $2.56K
|
3.68K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-9- 1.1% |
$2.35K - $2.56K
|
812
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.02% |
$2.35K - $2.56K
|
876
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-10- 0.83% |
$2.62K - $2.85K
|
1.19K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10- 0.25% |
$2.62K - $2.85K
|
3.96K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.28% |
$2.62K - $2.85K
|
769
$208K
|