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 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
42+ 3.4% |
$11K - $12K
|
1.28K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
41+ 3.26% |
$10.7K - $11.7K
|
1.3K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41+ 0.48% |
$10.7K - $11.7K
|
8.53K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 3.36% |
$10.5K - $11.4K
|
1.23K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
40+ 2.87% |
$10.5K - $11.4K
|
1.43K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
39+ 4.54% |
$10.2K - $11.1K
|
898
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
39+ 2.12% |
$10.2K - $11.1K
|
1.88K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
39+ 3.63% |
$10.2K - $11.1K
|
1.11K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.64% |
$9.94K - $10.8K
|
5.96K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
38New |
$9.94K - $10.8K
|
38
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
38+ 0.85% |
$9.94K - $10.8K
|
4.49K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
38+ 0.3% |
$9.94K - $10.8K
|
12.8K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
38+ 3.75% |
$9.94K - $10.8K
|
1.05K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 0.29% |
$9.68K - $10.5K
|
12.7K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
34+ 1.63% |
$8.89K - $9.68K
|
2.12K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 2.45% |
$8.89K - $9.68K
|
1.42K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
33+ 0.51% |
$8.63K - $9.39K
|
6.5K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
33+ 0.37% |
$8.63K - $9.39K
|
9.05K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 2.49% |
$8.63K - $9.39K
|
1.36K
$367K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33+ 1.96% |
$8.63K - $9.39K
|
1.71K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32+ 0.59% |
$8.37K - $9.11K
|
5.49K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.32% |
$8.37K - $9.11K
|
1.41K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
32+ 0.38% |
$8.37K - $9.11K
|
8.38K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
32+ 0.16% |
$8.37K - $9.11K
|
20.7K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
30+ 1.42% |
$7.85K - $8.54K
|
2.15K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
30+ 2.5% |
$7.85K - $8.54K
|
1.23K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
30+ 1.62% |
$7.85K - $8.54K
|
1.88K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
28+ 0.26% |
$7.32K - $7.97K
|
11K
$2.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
27+ 0.99% |
$7.06K - $7.69K
|
2.76K
$748K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27+ 0.56% |
$7.06K - $7.69K
|
4.86K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
27+ 87.1% |
$7.06K - $7.69K
|
58
$15.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
26+ 0.08% |
$6.8K - $7.4K
|
33.8K
$9.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26+ 1.6% |
$6.8K - $7.4K
|
1.65K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 3.0% |
$6.54K - $7.12K
|
859
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 0.26% |
$6.54K - $7.12K
|
9.69K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
25+ 2.22% |
$6.54K - $7.12K
|
1.15K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 19.83% |
$6.28K - $6.83K
|
145
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
24+ 0.26% |
$6.28K - $6.83K
|
9.1K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
23+ 0.95% |
$6.01K - $6.55K
|
2.44K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.34% |
$6.01K - $6.55K
|
6.72K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
22+ 0.49% |
$5.75K - $6.26K
|
4.53K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
22+ 1.74% |
$5.75K - $6.26K
|
1.29K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
22+ 0.28% |
$5.75K - $6.26K
|
7.95K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
21+ 0.11% |
$5.49K - $5.98K
|
20K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 5.81% |
$5.23K - $5.69K
|
364
$98.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$5.23K - $5.69K
|
20
$5.41K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.72% |
$4.97K - $5.41K
|
2.64K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.37% |
$4.97K - $5.41K
|
5.17K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19New |
$4.97K - $5.41K
|
19
$5.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18+ 1.47% |
$4.71K - $5.12K
|
1.24K
$335K
|