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 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-8- 0.2% |
$2.09K - $2.28K
|
4.07K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 0.51% |
$2.09K - $2.28K
|
1.58K
$426K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-8- 0.54% |
$2.09K - $2.28K
|
1.47K
$399K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.38% |
$2.09K - $2.28K
|
2.12K
$574K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9- 0.08% |
$2.35K - $2.56K
|
11.6K
$3.15M
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-9- 0.01% |
$2.35K - $2.56K
|
61.3K
$16.6M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.24% |
$2.35K - $2.56K
|
3.68K
$997K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-9- 1.1% |
$2.35K - $2.56K
|
812
$220K
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.02% |
$2.35K - $2.56K
|
876
$237K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-10- 0.83% |
$2.62K - $2.85K
|
1.19K
$322K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-10- 0.25% |
$2.62K - $2.85K
|
3.96K
$1.07M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.28% |
$2.62K - $2.85K
|
769
$208K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11- 0.17% |
$2.88K - $3.13K
|
6.47K
$1.75M
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-11- 1.76% |
$2.88K - $3.13K
|
613
$166K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-12- 1.27% |
$3.14K - $3.42K
|
932
$252K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.17% |
$3.14K - $3.42K
|
7.21K
$1.95M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-12- 0.74% |
$3.14K - $3.42K
|
1.61K
$436K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.17% |
$3.4K - $3.7K
|
7.51K
$2.03M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 23.64% |
$3.4K - $3.7K
|
42
$11.4K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.76% |
$3.66K - $3.98K
|
1.83K
$494K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-14- 0.1% |
$3.66K - $3.98K
|
14.5K
$3.93M
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-14- 1.33% |
$3.66K - $3.98K
|
1.04K
$280K
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-14- 0.75% |
$3.66K - $3.98K
|
1.86K
$503K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-14- 1.35% |
$3.66K - $3.98K
|
1.02K
$277K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 15.15% |
$3.92K - $4.27K
|
84
$22.7K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 5.32% |
$3.92K - $4.27K
|
267
$72.2K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-15- 1.31% |
$3.92K - $4.27K
|
1.13K
$306K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.07% |
$3.92K - $4.27K
|
21.8K
$5.9M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-15- 0.68% |
$3.92K - $4.27K
|
2.18K
$591K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-16- 0.21% |
$4.18K - $4.55K
|
7.68K
$2.08M
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16- 5.76% |
$4.18K - $4.55K
|
262
$70.9K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-17- 0.52% |
$4.45K - $4.84K
|
3.27K
$885K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17- 0.93% |
$4.45K - $4.84K
|
1.81K
$491K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-17- 1.42% |
$4.45K - $4.84K
|
1.18K
$319K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.3% |
$4.71K - $5.12K
|
6.02K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.25% |
$4.71K - $5.12K
|
7.27K
$1.97M
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-18- 0.24% |
$4.71K - $5.12K
|
7.6K
$2.06M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19- 1.7% |
$4.97K - $5.41K
|
1.1K
$296K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 1.58% |
$4.97K - $5.41K
|
1.18K
$319K
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.43% |
$4.97K - $5.41K
|
4.37K
$1.18M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.72% |
$4.97K - $5.41K
|
2.61K
$705K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19- 0.3% |
$4.97K - $5.41K
|
6.33K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-20- 0.03% |
$5.23K - $5.69K
|
58.1K
$15.7M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 66.67% |
$5.23K - $5.69K
|
10
$2.71K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-20- 2.57% |
$5.23K - $5.69K
|
759
$205K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-21- 2.36% |
$5.49K - $5.98K
|
867
$235K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-21- 5.88% |
$5.49K - $5.98K
|
336
$90.9K
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-21- 0.12% |
$5.49K - $5.98K
|
17.5K
$4.73M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-22- 0.33% |
$5.75K - $6.26K
|
6.56K
$1.77M
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-23- 0.27% |
$6.01K - $6.55K
|
8.49K
$2.3M
|