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 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-6.87K- 47.15% |
$1.8M - $1.96M
|
7.7K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.96K- 6.21% |
$1.82M - $1.98M
|
105K
$29.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.14K- 69.12% |
$1.87M - $2.03M
|
3.19K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-7.27K- 13.65% |
$1.9M - $2.07M
|
46K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.92K- 81.39% |
$2.07M - $2.26M
|
1.81K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.46K- 17.74% |
$2.21M - $2.41M
|
39.2K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-8.65K- 8.72% |
$2.26M - $2.46M
|
90.6K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8.9K- 11.43% |
$2.33M - $2.53M
|
69K
$19.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-9.07K- 29.9% |
$2.37M - $2.58M
|
21.3K
$5.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-9.87K- 92.12% |
$2.58M - $2.81M
|
844
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-10K- 12.25% |
$2.62M - $2.85M
|
71.9K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-11K- 31.75% |
$2.87M - $3.12M
|
23.6K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-11.3K- 30.79% |
$2.96M - $3.22M
|
25.4K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14K- 64.68% |
$3.66M - $3.98M
|
7.64K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.7K- 1.99% |
$3.84M - $4.18M
|
722K
$200M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-15.8K- 6.73% |
$4.13M - $4.5M
|
219K
$60.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.3K- 54.87% |
$4.54M - $4.94M
|
14.3K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-17.8K- 3.8% |
$4.64M - $5.05M
|
449K
$125M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.4K- 44.14% |
$5.08M - $5.53M
|
24.6K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.5K- 54.49% |
$5.1M - $5.55M
|
16.3K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.2K- 4.88% |
$5.28M - $5.75M
|
394K
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.4K- 45.72% |
$5.34M - $5.81M
|
24.2K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 3.65% |
$5.7M - $6.2M
|
576K
$160M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.2K- 7.11% |
$5.8M - $6.31M
|
289K
$80.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.4K- 62.01% |
$6.11M - $6.65M
|
14.3K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.2K- 4.22% |
$6.6M - $7.18M
|
573K
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-27.6K- 86.02% |
$7.22M - $7.86M
|
4.49K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-27.9K- 23.28% |
$7.3M - $7.94M
|
92K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.5K- 1.12% |
$8.23M - $8.96M
|
2.78M
$772M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.7K- 8.88% |
$8.29M - $9.03M
|
326K
$90.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-36.4K- 84.27% |
$9.53M - $10.4M
|
6.8K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38.3K- 53.77% |
$10M - $10.9M
|
32.9K
$9.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.1K- 12.21% |
$11.8M - $12.8M
|
324K
$89.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-54K- 21.03% |
$14.1M - $15.4M
|
203K
$56.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.9K- 17.0% |
$14.4M - $15.6M
|
268K
$74.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64.1K- 15.17% |
$16.8M - $18.2M
|
358K
$99.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-83.4K- 50.67% |
$21.8M - $23.7M
|
81.2K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.4K- 1.14% |
$24.4M - $26.6M
|
8.09M
$2.24B
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-101K- 5.52% |
$26.4M - $28.8M
|
1.73M
$480M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110K- 3.13% |
$28.7M - $31.2M
|
3.39M
$942M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-280K- 89.63% |
$73.2M - $79.7M
|
32.4K
$8.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-292K- 99.6% |
$76.4M - $83.1M
|
1.17K
$325K
|