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 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-120- 3.42% |
$31.4K - $34.2K
|
3.39K
$934K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122- 1.37% |
$31.9K - $34.7K
|
8.8K
$2.43M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-126- 0.47% |
$32.9K - $35.9K
|
26.9K
$7.41M
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-129- 2.95% |
$33.7K - $36.7K
|
4.24K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.7% |
$34K - $37K
|
2.15K
$593K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-130- 9.75% |
$34K - $37K
|
1.2K
$332K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-133- 5.42% |
$34.8K - $37.9K
|
2.32K
$640K
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 4.2% |
$35K - $38.1K
|
3.05K
$842K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 49.27% |
$35.3K - $38.4K
|
139
$38.3K
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.98% |
$35.3K - $38.4K
|
13.6K
$3.76M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-136- 2.75% |
$35.6K - $38.7K
|
4.81K
$1.33M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-136- 2.5% |
$35.6K - $38.7K
|
5.3K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-137- 5.68% |
$35.8K - $39K
|
2.28K
$627K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-138- 3.59% |
$36.1K - $39.3K
|
3.7K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.6% |
$36.3K - $39.6K
|
5.21K
$1.44M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-139- 1.29% |
$36.3K - $39.6K
|
10.6K
$2.92M
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-140- 0.68% |
$36.6K - $39.8K
|
20.5K
$5.65M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-142- 12.21% |
$37.1K - $40.4K
|
1.02K
$282K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-144- 1.18% |
$37.7K - $41K
|
12.1K
$3.33M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-144- 0.13% |
$37.7K - $41K
|
112K
$30.9M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-145- 0.52% |
$37.9K - $41.3K
|
28K
$7.71M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-145- 5.38% |
$37.9K - $41.3K
|
2.55K
$703K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-146- 2.59% |
$38.2K - $41.6K
|
5.5K
$1.52M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-146- 0.14% |
$38.2K - $41.6K
|
101K
$27.9M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-146- 3.81% |
$38.2K - $41.6K
|
3.69K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-148- 0.37% |
$38.7K - $42.1K
|
40K
$11M
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-148- 0.86% |
$38.7K - $42.1K
|
17.2K
$4.73M
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-149- 2.62% |
$39K - $42.4K
|
5.55K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 0.59% |
$39K - $42.4K
|
25.2K
$6.95M
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-150- 7.43% |
$39.2K - $42.7K
|
1.87K
$516K
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-155- 3.1% |
$40.5K - $44.1K
|
4.84K
$1.34M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-156- 18.25% |
$40.8K - $44.4K
|
699
$193K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-159- 1.63% |
$41.6K - $45.3K
|
9.6K
$2.65M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-160- 0.5% |
$41.8K - $45.5K
|
31.8K
$8.76M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-160- 4.51% |
$41.8K - $45.5K
|
3.38K
$933K
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-160- 5.13% |
$41.8K - $45.5K
|
2.96K
$815K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-160- 2.18% |
$41.8K - $45.5K
|
7.2K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-160- 57.55% |
$41.8K - $45.5K
|
118
$32.5K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-161- 2.96% |
$42.1K - $45.8K
|
5.28K
$1.46M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-164- 7.96% |
$42.9K - $46.7K
|
1.9K
$523K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-164- 0.07% |
$42.9K - $46.7K
|
236K
$65.2M
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-167- 1.41% |
$43.7K - $47.5K
|
11.7K
$3.21M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-169- 1.19% |
$44.2K - $48.1K
|
14K
$3.87M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-170- 5.37% |
$44.5K - $48.4K
|
3K
$827K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-170- 0.74% |
$44.5K - $48.4K
|
22.8K
$6.29M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-170- 11.21% |
$44.5K - $48.4K
|
1.35K
$371K
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-171- 4.63% |
$44.7K - $48.7K
|
3.52K
$971K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-172- 16.33% |
$45K - $49K
|
881
$243K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-174- 22.19% |
$45.5K - $49.5K
|
610
$168K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-174- 1.86% |
$45.5K - $49.5K
|
9.19K
$2.53M
|