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 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
75+ 0.41% |
$19.6K - $21.3K
|
18.5K
$5M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
75New |
$19.6K - $21.3K
|
75
$20.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
74+ 10.28% |
$19.4K - $21.1K
|
794
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
74+ 18.23% |
$19.4K - $21.1K
|
480
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 2.57% |
$19.4K - $21.1K
|
2.95K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
74New |
$19.4K - $21.1K
|
74
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
74+ 7.13% |
$19.4K - $21.1K
|
1.11K
$301K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
74+ 2.03% |
$19.4K - $21.1K
|
3.73K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 22.6% |
$19.1K - $20.8K
|
396
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72New |
$18.8K - $20.5K
|
72
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71+ 2.33% |
$18.6K - $20.2K
|
3.12K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
71+ 0.85% |
$18.6K - $20.2K
|
8.4K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
70+ 0.08% |
$18.3K - $19.9K
|
84.4K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
70+ 6.09% |
$18.3K - $19.9K
|
1.22K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69New |
$18K - $19.6K
|
69
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
66New |
$17.3K - $18.8K
|
66
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
65+ 0.69% |
$17K - $18.5K
|
9.5K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
65+ 6.35% |
$17K - $18.5K
|
1.09K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
64+ 6.69% |
$16.7K - $18.2K
|
1.02K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
63+ 7.29% |
$16.5K - $17.9K
|
927
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
62+ 1.15% |
$16.2K - $17.6K
|
5.44K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 5.63% |
$16K - $17.4K
|
1.15K
$310K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
60+ 4.33% |
$15.7K - $17.1K
|
1.45K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
60New |
$15.7K - $17.1K
|
60
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60+ 8.75% |
$15.7K - $17.1K
|
746
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
59+ 0.54% |
$15.4K - $16.8K
|
11K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
59+ 4.49% |
$15.4K - $16.8K
|
1.37K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
58+ 0.43% |
$15.2K - $16.5K
|
13.6K
$3.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 1.42% |
$14.9K - $16.2K
|
4.07K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
57+ 2.3% |
$14.9K - $16.2K
|
2.53K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
55+ 3.48% |
$14.4K - $15.7K
|
1.64K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
54+ 0.39% |
$14.1K - $15.4K
|
13.8K
$3.73M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
54New |
$14.1K - $15.4K
|
54
$14.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
53+ 1.09% |
$13.9K - $15.1K
|
4.92K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 0.57% |
$13.6K - $14.8K
|
9.14K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
52+ 0.25% |
$13.6K - $14.8K
|
20.5K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
52+ 0.51% |
$13.6K - $14.8K
|
10.2K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 1.11% |
$13.1K - $14.2K
|
4.57K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
50+ 3.05% |
$13.1K - $14.2K
|
1.69K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$13.1K - $14.2K
|
50
$13.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
49+ 0.23% |
$12.8K - $13.9K
|
21.5K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.58% |
$12.8K - $13.9K
|
8.51K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
49New |
$12.8K - $13.9K
|
49
$13.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
47+ 0.08% |
$12.3K - $13.4K
|
61.1K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
46+ 2.66% |
$12K - $13.1K
|
1.78K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45+ 0.86% |
$11.8K - $12.8K
|
5.3K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
44New |
$11.5K - $12.5K
|
44
$11.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
44New |
$11.5K - $12.5K
|
44
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
43+ 0.09% |
$11.2K - $12.2K
|
46.5K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
43+ 0.93% |
$11.2K - $12.2K
|
4.66K
$1.26M
|