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
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-75- 1.25% |
$19.6K - $21.3K
|
5.91K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-76- 1.82% |
$19.9K - $21.6K
|
4.09K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-76- 1.16% |
$19.9K - $21.6K
|
6.5K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-77- 0.17% |
$20.1K - $21.9K
|
45.3K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-77- 0.49% |
$20.1K - $21.9K
|
15.5K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-77- 4.58% |
$20.1K - $21.9K
|
1.6K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-78- 0.14% |
$20.4K - $22.2K
|
56.2K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-79- 0.27% |
$20.7K - $22.5K
|
28.9K
$7.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.46% |
$20.9K - $22.8K
|
3.17K
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-82- 2.86% |
$21.4K - $23.3K
|
2.79K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-83- 8.29% |
$21.7K - $23.6K
|
918
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-83Closed |
$21.7K - $23.6K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-85- 2.71% |
$22.2K - $24.2K
|
3.05K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-85- 5.83% |
$22.2K - $24.2K
|
1.37K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-90- 11.14% |
$23.5K - $25.6K
|
718
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 9.51% |
$23.5K - $25.6K
|
856
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-92- 1.99% |
$24.1K - $26.2K
|
4.52K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-92- 1.8% |
$24.1K - $26.2K
|
5.03K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-93- 0.93% |
$24.3K - $26.5K
|
9.86K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-93- 0.1% |
$24.3K - $26.5K
|
94.6K
$26.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-94- 10.21% |
$24.6K - $26.8K
|
827
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-94- 0.89% |
$24.6K - $26.8K
|
10.4K
$2.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 12.5% |
$24.6K - $26.8K
|
658
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-98- 2.8% |
$25.6K - $27.9K
|
3.4K
$937K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-98- 1.3% |
$25.6K - $27.9K
|
7.45K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-99- 0.6% |
$25.9K - $28.2K
|
16.5K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 18.42% |
$26.2K - $28.5K
|
443
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-100- 1.98% |
$26.2K - $28.5K
|
4.96K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-100- 0.28% |
$26.2K - $28.5K
|
35.3K
$9.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-100- 1.09% |
$26.2K - $28.5K
|
9.07K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-102- 6.28% |
$26.7K - $29K
|
1.52K
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-106- 0.87% |
$27.7K - $30.2K
|
12.1K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-107- 35.91% |
$28K - $30.5K
|
191
$52.7K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-107- 0.98% |
$28K - $30.5K
|
10.8K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-109- 11.76% |
$28.5K - $31K
|
818
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-110- 3.45% |
$28.8K - $31.3K
|
3.08K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-110- 2.2% |
$28.8K - $31.3K
|
4.89K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-110- 1.11% |
$28.8K - $31.3K
|
9.8K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-110- 0.49% |
$28.8K - $31.3K
|
22.4K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-110- 0.86% |
$28.8K - $31.3K
|
12.7K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-111- 5.81% |
$29K - $31.6K
|
1.8K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-112- 2.92% |
$29.3K - $31.9K
|
3.72K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-112- 1.44% |
$29.3K - $31.9K
|
7.66K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-113- 5.79% |
$29.5K - $32.2K
|
1.84K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-113- 93.39% |
$29.5K - $32.2K
|
8
$2.21K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-114- 1.04% |
$29.8K - $32.4K
|
10.9K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-115- 1.02% |
$30.1K - $32.7K
|
11.2K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 4.65% |
$30.1K - $32.7K
|
2.36K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-118- 0.27% |
$30.9K - $33.6K
|
44K
$12.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-120- 3.42% |
$31.4K - $34.2K
|
3.39K
$934K
|