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 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-611- 31.77% |
$160K - $174K
|
1.31K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-630- 46.26% |
$165K - $179K
|
732
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-633- 22.75% |
$166K - $180K
|
2.15K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-647- 0.95% |
$169K - $184K
|
67.5K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-660- 3.27% |
$173K - $188K
|
19.5K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-670- 4.33% |
$175K - $191K
|
14.8K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-671- 2.72% |
$175K - $191K
|
24K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-693- 2.95% |
$181K - $197K
|
22.8K
$6.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 9.74% |
$182K - $198K
|
6.44K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-705- 3.4% |
$184K - $201K
|
20K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-713- 5.73% |
$186K - $203K
|
11.7K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-732- 6.82% |
$191K - $208K
|
10K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-736- 3.09% |
$192K - $209K
|
23.1K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-744- 6.44% |
$195K - $212K
|
10.8K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-756- 17.21% |
$198K - $215K
|
3.64K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-768- 1.79% |
$201K - $219K
|
42.1K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 2.62% |
$203K - $221K
|
28.9K
$7.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-785- 3.24% |
$205K - $223K
|
23.5K
$6.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-796- 0.67% |
$208K - $227K
|
119K
$32.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-806- 6.67% |
$211K - $229K
|
11.3K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-809- 2.34% |
$212K - $230K
|
33.8K
$9.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-812- 36.89% |
$212K - $231K
|
1.39K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-816- 3.04% |
$213K - $232K
|
26.1K
$7.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-835- 1.0% |
$218K - $238K
|
82.5K
$22.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-844- 1.98% |
$221K - $240K
|
41.9K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-855- 0.61% |
$224K - $243K
|
140K
$38.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-865- 0.66% |
$226K - $246K
|
130K
$35.8M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-903- 48.31% |
$236K - $257K
|
966
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-918- 10.66% |
$240K - $261K
|
7.69K
$2.12M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-950- 1.0% |
$248K - $270K
|
94.4K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-957- 1.96% |
$250K - $272K
|
47.9K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-980- 37.63% |
$256K - $279K
|
1.62K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-980- 6.24% |
$256K - $279K
|
14.7K
$4.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-994- 2.31% |
$260K - $283K
|
42K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-998- 50.84% |
$261K - $284K
|
965
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 3.05% |
$266K - $289K
|
32.3K
$8.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.02K- 42.79% |
$266K - $289K
|
1.36K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.02K- 3.18% |
$268K - $291K
|
31.2K
$8.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.03K- 11.81% |
$269K - $293K
|
7.68K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 5.41% |
$270K - $294K
|
18.1K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.04K- 6.34% |
$273K - $297K
|
15.4K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 16.88% |
$274K - $298K
|
5.16K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.05K- 35.12% |
$274K - $298K
|
1.94K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.05K- 2.03% |
$275K - $299K
|
50.8K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.05K- 46.98% |
$275K - $299K
|
1.19K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 8.05% |
$283K - $308K
|
12.4K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.09K- 6.1% |
$284K - $309K
|
16.7K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.11K- 29.82% |
$289K - $315K
|
2.61K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.14K- 2.29% |
$298K - $325K
|
48.8K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.71% |
$312K - $340K
|
19.7K
$5.44M
|