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 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-28- 0.09% |
$7.32K - $7.97K
|
32K
$8.65M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28- 2.36% |
$7.32K - $7.97K
|
1.16K
$313K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28- 9.96% |
$7.32K - $7.97K
|
253
$68.4K
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-28- 1.09% |
$7.32K - $7.97K
|
2.55K
$689K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-28- 6.62% |
$7.32K - $7.97K
|
395
$107K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-28- 2.5% |
$7.32K - $7.97K
|
1.09K
$295K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-29- 1.44% |
$7.58K - $8.25K
|
1.98K
$535K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-29- 0.3% |
$7.58K - $8.25K
|
9.71K
$2.63M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-29- 0.33% |
$7.58K - $8.25K
|
8.86K
$2.4M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-29- 0.29% |
$7.58K - $8.25K
|
10K
$2.71M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-29- 0.86% |
$7.58K - $8.25K
|
3.33K
$901K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.56% |
$7.85K - $8.54K
|
5.28K
$1.43M
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-30- 0.59% |
$7.85K - $8.54K
|
5.09K
$1.38M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-30- 0.67% |
$7.85K - $8.54K
|
4.48K
$1.21M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 0.03% |
$7.85K - $8.54K
|
88K
$23.8M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-30- 0.15% |
$7.85K - $8.54K
|
19.4K
$5.26M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 1.63% |
$7.85K - $8.54K
|
1.81K
$490K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-31- 1.47% |
$8.11K - $8.82K
|
2.09K
$564K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-32- 0.45% |
$8.37K - $9.11K
|
7.07K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-32- 0.58% |
$8.37K - $9.11K
|
5.49K
$1.48M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-32- 0.75% |
$8.37K - $9.11K
|
4.23K
$1.14M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-33- 2.9% |
$8.63K - $9.39K
|
1.1K
$299K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-33- 1.52% |
$8.63K - $9.39K
|
2.14K
$578K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$8.89K - $9.68K
|
8.03K
$2.17M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-34- 0.84% |
$8.89K - $9.68K
|
3.99K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-35- 32.11% |
$9.15K - $9.96K
|
74
$20K
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-35- 2.72% |
$9.15K - $9.96K
|
1.25K
$339K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-36- 2.83% |
$9.41K - $10.2K
|
1.24K
$334K
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-36- 2.28% |
$9.41K - $10.2K
|
1.54K
$416K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-37- 23.87% |
$9.68K - $10.5K
|
118
$31.9K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-37- 4.74% |
$9.68K - $10.5K
|
744
$201K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-38- 1.34% |
$9.94K - $10.8K
|
2.79K
$755K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-38- 0.98% |
$9.94K - $10.8K
|
3.82K
$1.03M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 0.11% |
$10.2K - $11.1K
|
35.6K
$9.62M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-39- 0.7% |
$10.2K - $11.1K
|
5.52K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-39- 0.65% |
$10.2K - $11.1K
|
5.99K
$1.62M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-40- 1.28% |
$10.5K - $11.4K
|
3.08K
$832K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-40- 2.97% |
$10.5K - $11.4K
|
1.31K
$353K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-40- 1.63% |
$10.5K - $11.4K
|
2.41K
$651K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40- 1.07% |
$10.5K - $11.4K
|
3.69K
$997K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-40- 4.71% |
$10.5K - $11.4K
|
809
$219K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-41- 7.21% |
$10.7K - $11.7K
|
528
$143K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.47% |
$10.7K - $11.7K
|
8.61K
$2.33M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-41- 0.22% |
$10.7K - $11.7K
|
18.3K
$4.95M
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-41- 1.78% |
$10.7K - $11.7K
|
2.26K
$610K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-41- 0.8% |
$10.7K - $11.7K
|
5.1K
$1.38M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-42- 2.2% |
$11K - $12K
|
1.87K
$504K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-42- 0.82% |
$11K - $12K
|
5.06K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-42- 2.49% |
$11K - $12K
|
1.64K
$445K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-43- 87.76% |
$11.2K - $12.2K
|
6
$1.62K
|