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 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
14.3KNew |
$3.74M - $4.07M
|
14.3K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
14.3K+ 43.87% |
$3.74M - $4.07M
|
46.9K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
14.3KNew |
$3.73M - $4.06M
|
14.3K
$3.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
14.2KNew |
$3.7M - $4.03M
|
14.2K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$3.69M - $4.01M
|
14.1K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.8K+ 233.55% |
$3.6M - $3.92M
|
19.7K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13.8KNew |
$3.6M - $3.92M
|
13.8K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.5KNew |
$3.53M - $3.85M
|
13.5K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.4K+ 100.0% |
$3.49M - $3.8M
|
26.7K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
13.1K+ 10.93% |
$3.43M - $3.73M
|
133K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
13.1K+ 31.93% |
$3.41M - $3.72M
|
53.9K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.1KNew |
$3.41M - $3.72M
|
13.1K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13K+ 23.24% |
$3.41M - $3.71M
|
69.1K
$19.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.8K+ 39.65% |
$3.34M - $3.63M
|
45K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.8K+ 90.25% |
$3.33M - $3.63M
|
26.9K
$7.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.6K+ 2.29% |
$3.3M - $3.59M
|
563K
$156M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.4K+ 6.85% |
$3.24M - $3.53M
|
193K
$53.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
12.2KNew |
$3.18M - $3.47M
|
12.2K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2K+ 12.89% |
$3.18M - $3.46M
|
107K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.2K+ 51.63% |
$3.18M - $3.46M
|
35.7K
$9.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 8.74% |
$3.16M - $3.44M
|
150K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 4.37% |
$3.09M - $3.36M
|
282K
$78.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.7KNew |
$3.07M - $3.34M
|
11.7K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.7K+ 14.32% |
$3.05M - $3.32M
|
93.1K
$25.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11.5KNew |
$3M - $3.26M
|
11.5K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.4K+ 128.72% |
$2.99M - $3.25M
|
20.3K
$5.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
11.3K+ 114.41% |
$2.95M - $3.21M
|
21.1K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11.2K+ 8181.75% |
$2.93M - $3.19M
|
11.3K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.1KNew |
$2.91M - $3.17M
|
11.1K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.8KNew |
$2.83M - $3.08M
|
10.8K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.8K+ 91.36% |
$2.82M - $3.07M
|
22.6K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.5K+ 8.0% |
$2.74M - $2.98M
|
142K
$39.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.3K+ 8.1% |
$2.68M - $2.92M
|
137K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2K+ 14.9% |
$2.67M - $2.91M
|
78.8K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.1KNew |
$2.65M - $2.88M
|
10.1K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
10.1K+ 10.7% |
$2.65M - $2.88M
|
105K
$29M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
10.1KNew |
$2.64M - $2.88M
|
10.1K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.85K+ 27.18% |
$2.58M - $2.8M
|
46.1K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.8K+ 367.04% |
$2.56M - $2.79M
|
12.5K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.44KNew |
$2.47M - $2.69M
|
9.44K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.41K+ 2.59% |
$2.46M - $2.68M
|
373K
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
9.09KNew |
$2.38M - $2.59M
|
9.09K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.01K+ 665.29% |
$2.36M - $2.56M
|
10.4K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
8.96KNew |
$2.34M - $2.55M
|
8.96K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.9K+ 1.57% |
$2.33M - $2.53M
|
574K
$159M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.78K+ 15.11% |
$2.3M - $2.5M
|
66.9K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
8.77K+ 113.82% |
$2.29M - $2.5M
|
16.5K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.63KNew |
$2.26M - $2.46M
|
8.63K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.57K+ 8.31% |
$2.24M - $2.44M
|
112K
$31M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.55K+ 9.07% |
$2.24M - $2.43M
|
103K
$28.5M
|