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 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 1.06% |
$386K - $420K
|
141K
$39.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.48K+ 15.65% |
$386K - $420K
|
10.9K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.47K+ 2.57% |
$385K - $419K
|
58.7K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.45K+ 85.0% |
$378K - $411K
|
3.15K
$873K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.43K+ 11.42% |
$375K - $408K
|
14K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.43K+ 3.15% |
$374K - $407K
|
46.8K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.42KNew |
$371K - $403K
|
1.42K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.41K+ 2.28% |
$370K - $402K
|
63.5K
$17.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.41K+ 3.31% |
$368K - $400K
|
43.9K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.41KNew |
$368K - $400K
|
1.41K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.4KNew |
$366K - $398K
|
1.4K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39KNew |
$364K - $396K
|
1.39K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 6.1% |
$364K - $396K
|
24.2K
$6.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.37KNew |
$359K - $390K
|
1.37K
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.37K+ 19.09% |
$358K - $389K
|
8.54K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.35K+ 3.06% |
$354K - $385K
|
45.6K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.34K+ 16.49% |
$351K - $382K
|
9.48K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 81.54% |
$349K - $380K
|
2.97K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.33KNew |
$346K - $377K
|
1.33K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.32KNew |
$345K - $376K
|
1.32K
$367K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$344K - $374K
|
1.31K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.31K+ 1.57% |
$342K - $373K
|
84.5K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.31KNew |
$342K - $372K
|
1.31K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.3KNew |
$340K - $370K
|
1.3K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.3K+ 31.51% |
$339K - $369K
|
5.41K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.3KNew |
$339K - $369K
|
1.3K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.29K+ 158.72% |
$338K - $368K
|
2.11K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 9.58% |
$338K - $368K
|
14.8K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.29KNew |
$337K - $367K
|
1.29K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26K+ 43.55% |
$330K - $359K
|
4.16K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.26K+ 26.6% |
$328K - $357K
|
5.98K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$328K - $357K
|
1.25K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.25KNew |
$327K - $356K
|
1.25K
$347K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.25K+ 11.44% |
$326K - $355K
|
12.1K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.24K+ 3.65% |
$323K - $352K
|
35.1K
$9.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.24KNew |
$323K - $352K
|
1.24K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.23K+ 132.15% |
$321K - $350K
|
2.16K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.21K+ 5.99% |
$317K - $345K
|
21.5K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.21K+ 0.54% |
$317K - $345K
|
227K
$63M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.2K+ 9.38% |
$314K - $342K
|
14K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.2K+ 1.0% |
$313K - $340K
|
121K
$33.6M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 26.52% |
$312K - $340K
|
5.69K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.19KNew |
$311K - $338K
|
1.19K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.18K+ 47.62% |
$308K - $336K
|
3.66K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.18K+ 2.32% |
$308K - $335K
|
51.8K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.17KNew |
$307K - $334K
|
1.17K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.17K+ 12.5% |
$306K - $334K
|
10.6K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1.16K+ 7.42% |
$304K - $331K
|
16.8K
$4.68M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.16K+ 16.79% |
$304K - $330K
|
8.08K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$302K - $328K
|
1.15K
$320K
|