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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 17.0% |
$687K - $748K
|
12.8K
$3.56M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.63K- 2.05% |
$689K - $749K
|
126K
$34.9M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.68K- 1.87% |
$700K - $761K
|
141K
$39M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-2.76K- 2.24% |
$722K - $786K
|
120K
$33.4M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.77K- 12.74% |
$723K - $787K
|
18.9K
$5.26M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.77K- 4.04% |
$724K - $788K
|
65.7K
$18.2M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.78K- 3.11% |
$727K - $792K
|
86.6K
$24M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.82K- 3.31% |
$737K - $802K
|
82.3K
$22.9M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.82K- 9.15% |
$738K - $804K
|
28K
$7.78M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.86K- 2.2% |
$748K - $814K
|
127K
$35.2M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.95K- 36.15% |
$771K - $839K
|
5.21K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.96K- 8.21% |
$774K - $843K
|
33.1K
$9.19M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.04K- 14.8% |
$794K - $864K
|
17.5K
$4.85M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.09K- 4.44% |
$808K - $880K
|
66.5K
$18.5M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.22K- 47.29% |
$842K - $917K
|
3.59K
$996K
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.42K- 72.86% |
$895K - $974K
|
1.28K
$354K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.49K- 48.12% |
$912K - $993K
|
3.76K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.52K- 6.09% |
$920K - $1M
|
54.2K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.6K- 18.83% |
$942K - $1.03M
|
15.5K
$4.31M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.66K- 6.09% |
$956K - $1.04M
|
56.4K
$15.7M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.79K- 11.17% |
$990K - $1.08M
|
30.1K
$8.35M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-3.84K- 7.66% |
$1M - $1.09M
|
46.2K
$12.8M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.94K- 4.58% |
$1.03M - $1.12M
|
82K
$22.8M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.15% |
$1.13M - $1.23M
|
371K
$103M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.36K- 2.61% |
$1.14M - $1.24M
|
163K
$45.1M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-4.4K- 27.29% |
$1.15M - $1.25M
|
11.7K
$3.25M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.44K- 15.75% |
$1.16M - $1.26M
|
23.7K
$6.58M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.66K- 9.02% |
$1.22M - $1.33M
|
47K
$13M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.77KClosed |
$1.25M - $1.36M
|
0
$0
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.94K- 62.89% |
$1.29M - $1.41M
|
2.92K
$809K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 27.92% |
$1.29M - $1.41M
|
12.8K
$3.55M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.96K- 1.88% |
$1.3M - $1.41M
|
258K
$71.7M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.99K- 4.89% |
$1.3M - $1.42M
|
97.1K
$27M
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.99K- 54.96% |
$1.31M - $1.42M
|
4.09K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-5.09K- 5.19% |
$1.33M - $1.45M
|
93.1K
$25.8M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5.11K- 4.4% |
$1.34M - $1.46M
|
111K
$30.8M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.25K- 34.54% |
$1.37M - $1.49M
|
9.95K
$2.76M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 6.97% |
$1.4M - $1.53M
|
71.5K
$19.9M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.43K- 13.75% |
$1.42M - $1.55M
|
34.1K
$9.45M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.49K- 3.43% |
$1.44M - $1.56M
|
155K
$42.9M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.67K- 31.98% |
$1.48M - $1.61M
|
12.1K
$3.35M
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.81K- 3.42% |
$1.52M - $1.65M
|
164K
$45.5M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.03K- 49.6% |
$1.58M - $1.72M
|
6.13K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.32K- 3.58% |
$1.65M - $1.8M
|
170K
$47.3M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.47K- 3.3% |
$1.69M - $1.84M
|
189K
$52.6M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.49K- 99.91% |
$1.7M - $1.85M
|
6
$1.67K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 7.13% |
$1.71M - $1.86M
|
85K
$23.6M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.59K- 34.32% |
$1.72M - $1.88M
|
12.6K
$3.5M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.63K- 14.55% |
$1.73M - $1.89M
|
38.9K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.79K- 36.93% |
$1.78M - $1.93M
|
11.6K
$3.22M
|