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 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-279- 4.77% |
$73K - $79.4K
|
5.57K
$1.54M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-283- 1.06% |
$74K - $80.6K
|
26.3K
$7.25M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-285- 1.59% |
$74.5K - $81.1K
|
17.6K
$4.85M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-287- 1.46% |
$75.1K - $81.7K
|
19.4K
$5.36M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-289- 1.76% |
$75.6K - $82.3K
|
16.2K
$4.46M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-300- 2.29% |
$78.5K - $85.4K
|
12.8K
$3.54M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-301- 12.95% |
$78.7K - $85.7K
|
2.02K
$558K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-303- 1.95% |
$79.2K - $86.2K
|
15.3K
$4.21M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-303- 1.87% |
$79.2K - $86.2K
|
15.9K
$4.39M
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-304- 7.86% |
$79.5K - $86.5K
|
3.56K
$983K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-304- 1.93% |
$79.5K - $86.5K
|
15.4K
$4.25M
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-305- 4.96% |
$79.8K - $86.8K
|
5.85K
$1.61M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-308- 14.72% |
$80.5K - $87.7K
|
1.78K
$492K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-313- 1.61% |
$81.8K - $89.1K
|
19.1K
$5.27M
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-313- 1.11% |
$81.8K - $89.1K
|
27.8K
$7.68M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-314- 1.35% |
$82.1K - $89.4K
|
22.9K
$6.3M
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-314- 18.37% |
$82.1K - $89.4K
|
1.4K
$385K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-315- 9.72% |
$82.4K - $89.7K
|
2.93K
$807K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-315- 2.22% |
$82.4K - $89.7K
|
13.9K
$3.82M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-318- 3.93% |
$83.2K - $90.5K
|
7.77K
$2.14M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-320- 97.86% |
$83.7K - $91.1K
|
7
$1.93K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-322- 5.59% |
$84.2K - $91.7K
|
5.44K
$1.5M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-323- 17.4% |
$84.5K - $91.9K
|
1.53K
$423K
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-325- 0.8% |
$85K - $92.5K
|
40.5K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-328- 2.67% |
$85.8K - $93.4K
|
12K
$3.3M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-329- 10.29% |
$86K - $93.6K
|
2.87K
$791K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-331- 5.16% |
$86.6K - $94.2K
|
6.08K
$1.68M
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-337- 2.44% |
$88.1K - $95.9K
|
13.5K
$3.72M
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-340- 10.62% |
$88.9K - $96.8K
|
2.86K
$789K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-341- 0.97% |
$89.2K - $97.1K
|
35K
$9.65M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-342- 2.18% |
$89.4K - $97.3K
|
15.4K
$4.24M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-352- 20.73% |
$92K - $100K
|
1.35K
$371K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-355- 6.02% |
$92.8K - $101K
|
5.54K
$1.53M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-356- 0.4% |
$93.1K - $101K
|
88.7K
$24.5M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-359- 0.75% |
$93.9K - $102K
|
47.5K
$13.1M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-360- 5.0% |
$94.1K - $102K
|
6.85K
$1.89M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-361- 0.94% |
$94.4K - $103K
|
38.2K
$10.5M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-361- 2.99% |
$94.4K - $103K
|
11.7K
$3.23M
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-366- 2.22% |
$95.7K - $104K
|
16.1K
$4.44M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-366- 15.83% |
$95.7K - $104K
|
1.95K
$537K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-367- 67.84% |
$96K - $104K
|
174
$48K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-374- 0.23% |
$97.8K - $106K
|
160K
$44.1M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-375- 2.51% |
$98.1K - $107K
|
14.6K
$4.02M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-375- 0.71% |
$98.1K - $107K
|
52.5K
$14.5M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-377- 13.88% |
$98.6K - $107K
|
2.34K
$645K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-378- 3.56% |
$98.8K - $108K
|
10.2K
$2.82M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-378- 8.22% |
$98.8K - $108K
|
4.22K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$82.5K
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-380- 3.17% |
$99.4K - $108K
|
11.6K
$3.2M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-380- 2.78% |
$99.4K - $108K
|
13.3K
$3.66M
|