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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.83K+ 35.92% |
$477K - $519K
|
6.91K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.82KNew |
$475K - $517K
|
1.82K
$504K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.82K+ 5.97% |
$475K - $517K
|
32.2K
$8.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.8K+ 7.16% |
$471K - $513K
|
27K
$7.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.79K+ 9.97% |
$468K - $509K
|
19.7K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.78K+ 0.28% |
$466K - $507K
|
628K
$174M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.78KNew |
$464K - $506K
|
1.78K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.77K+ 6.47% |
$464K - $505K
|
29.2K
$8.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.77KNew |
$462K - $503K
|
1.77K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.77K+ 120.31% |
$462K - $502K
|
3.23K
$897K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.76K+ 40.65% |
$461K - $502K
|
6.1K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.76K+ 34.62% |
$461K - $502K
|
6.86K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.76KNew |
$461K - $502K
|
1.76K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.76KNew |
$461K - $501K
|
1.76K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 5.29% |
$457K - $497K
|
34.8K
$9.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.74K+ 7.14% |
$454K - $495K
|
26.1K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.74K+ 8.09% |
$454K - $494K
|
23.2K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.72K+ 3.44% |
$450K - $489K
|
51.7K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 36.98% |
$446K - $486K
|
6.32K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.71K+ 2.58% |
$446K - $486K
|
67.9K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$445K - $484K
|
1.7K
$472K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.7KNew |
$444K - $483K
|
1.7K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.68K+ 11.44% |
$439K - $478K
|
16.4K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.68KNew |
$439K - $478K
|
1.68K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.67KNew |
$438K - $476K
|
1.67K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.67K+ 4.65% |
$437K - $476K
|
37.7K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.66K+ 4.96% |
$435K - $473K
|
35.2K
$9.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 2.53% |
$432K - $470K
|
67.1K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.63K+ 25.89% |
$427K - $464K
|
7.93K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.63K+ 3.26% |
$425K - $463K
|
51.5K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.62KNew |
$424K - $461K
|
1.62K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.62KNew |
$423K - $461K
|
1.62K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.61K+ 27.12% |
$421K - $459K
|
7.55K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.61K+ 3.68% |
$420K - $457K
|
45.3K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.6KNew |
$418K - $455K
|
1.6K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.6KNew |
$417K - $454K
|
1.6K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.58K+ 31.55% |
$413K - $450K
|
6.59K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.58KNew |
$413K - $449K
|
1.58K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.58KNew |
$413K - $449K
|
1.58K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.57K+ 3.05% |
$411K - $447K
|
53K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.57KNew |
$411K - $447K
|
1.57K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.56K+ 4.79% |
$408K - $445K
|
34.2K
$9.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.55K+ 7.96% |
$405K - $441K
|
21K
$5.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.53KNew |
$400K - $435K
|
1.53K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.52KNew |
$396K - $431K
|
1.52K
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.51KNew |
$396K - $431K
|
1.51K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.5KNew |
$393K - $428K
|
1.5K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.49K+ 112.5% |
$391K - $425K
|
2.82K
$783K
|