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 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 4.09% |
$4.71K - $5.12K
|
458
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
18+ 0.1% |
$4.71K - $5.12K
|
19K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18+ 0.51% |
$4.71K - $5.12K
|
3.53K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
18+ 2.22% |
$4.71K - $5.12K
|
827
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.24% |
$4.45K - $4.84K
|
7.05K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17+ 0.95% |
$4.45K - $4.84K
|
1.81K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 2.3% |
$4.45K - $4.84K
|
755
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 0.35% |
$4.18K - $4.55K
|
4.59K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
16+ 0.43% |
$4.18K - $4.55K
|
3.75K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 1.57% |
$4.18K - $4.55K
|
1.04K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 0.75% |
$3.92K - $4.27K
|
2.02K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 1.75% |
$3.92K - $4.27K
|
871
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 1.39% |
$3.92K - $4.27K
|
1.09K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.78% |
$3.66K - $3.98K
|
1.81K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14+ 15.91% |
$3.66K - $3.98K
|
102
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.38% |
$3.4K - $3.7K
|
3.47K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
12+ 5.38% |
$3.14K - $3.42K
|
235
$63.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
12+ 0.45% |
$3.14K - $3.42K
|
2.7K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 1.04% |
$3.14K - $3.42K
|
1.16K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.29% |
$3.14K - $3.42K
|
4.13K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 9.57% |
$2.88K - $3.13K
|
126
$34.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11+ 0.22% |
$2.88K - $3.13K
|
5.07K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 18.03% |
$2.88K - $3.13K
|
72
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 0.39% |
$2.88K - $3.13K
|
2.86K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$2.62K - $2.85K
|
7.08K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.73% |
$2.62K - $2.85K
|
1.38K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10+ 0.4% |
$2.62K - $2.85K
|
2.52K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10+ 0.16% |
$2.62K - $2.85K
|
6.24K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10+ 1.54% |
$2.62K - $2.85K
|
661
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
10New |
$2.62K - $2.85K
|
10
$2.71K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
9+ 0.25% |
$2.35K - $2.56K
|
3.55K
$960K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.16% |
$2.35K - $2.56K
|
5.77K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9+ 0.14% |
$2.35K - $2.56K
|
6.38K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
9+ 0.38% |
$2.35K - $2.56K
|
2.37K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8+ 0.07% |
$2.09K - $2.28K
|
11.9K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8+ 0.3% |
$2.09K - $2.28K
|
2.64K
$713K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.8% |
$1.83K - $1.99K
|
881
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7+ 0.16% |
$1.83K - $1.99K
|
4.31K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.2K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7+ 0.28% |
$1.83K - $1.99K
|
2.55K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.03% |
$1.83K - $1.99K
|
23.8K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.18K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.83K - $1.99K
|
7
$1.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.35% |
$1.83K - $1.99K
|
2.01K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.4% |
$1.83K - $1.99K
|
1.77K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7+ 70.0% |
$1.83K - $1.99K
|
17
$4.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$1.83K - $1.99K
|
3.74K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
6+ 0.3% |
$1.57K - $1.71K
|
1.98K
$534K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 0.82% |
$1.57K - $1.71K
|
742
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.34% |
$1.57K - $1.71K
|
1.76K
$476K
|