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 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-40- 2.97% |
$10.5K - $11.4K
|
1.31K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-40- 1.63% |
$10.5K - $11.4K
|
2.41K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40- 1.07% |
$10.5K - $11.4K
|
3.69K
$997K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-40- 4.71% |
$10.5K - $11.4K
|
809
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-41- 7.21% |
$10.7K - $11.7K
|
528
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.47% |
$10.7K - $11.7K
|
8.61K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-41- 0.22% |
$10.7K - $11.7K
|
18.3K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-41- 1.78% |
$10.7K - $11.7K
|
2.26K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-41- 0.8% |
$10.7K - $11.7K
|
5.1K
$1.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-42- 2.2% |
$11K - $12K
|
1.87K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-42- 0.82% |
$11K - $12K
|
5.06K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-42- 2.49% |
$11K - $12K
|
1.64K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-43- 87.76% |
$11.2K - $12.2K
|
6
$1.62K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-44- 0.25% |
$11.5K - $12.5K
|
17.9K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 3.15% |
$11.8K - $12.8K
|
1.38K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-45- 0.97% |
$11.8K - $12.8K
|
4.61K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-45- 4.34% |
$11.8K - $12.8K
|
993
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 4.52% |
$12K - $13.1K
|
972
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-46- 0.78% |
$12K - $13.1K
|
5.83K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-47- 0.2% |
$12.3K - $13.4K
|
24K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-47- 2.77% |
$12.3K - $13.4K
|
1.65K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-48- 1.7% |
$12.6K - $13.7K
|
2.78K
$751K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-48- 3.11% |
$12.6K - $13.7K
|
1.49K
$404K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-48- 26.97% |
$12.6K - $13.7K
|
130
$35.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-50- 4.66% |
$13.1K - $14.2K
|
1.02K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-50- 7.37% |
$13.1K - $14.2K
|
628
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 9.73% |
$13.1K - $14.2K
|
464
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-51- 1.7% |
$13.3K - $14.5K
|
2.94K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 2.14% |
$13.3K - $14.5K
|
2.33K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-52- 4.1% |
$13.6K - $14.8K
|
1.22K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-53- 0.71% |
$13.9K - $15.1K
|
7.37K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-53- 2.03% |
$13.9K - $15.1K
|
2.56K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-53- 0.93% |
$13.9K - $15.1K
|
5.62K
$1.52M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-53- 1.62% |
$13.9K - $15.1K
|
3.23K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-55- 0.62% |
$14.4K - $15.7K
|
8.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-56- 2.18% |
$14.6K - $15.9K
|
2.51K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-56- 0.73% |
$14.6K - $15.9K
|
7.64K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-57- 0.65% |
$14.9K - $16.2K
|
8.68K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-57- 0.25% |
$14.9K - $16.2K
|
22.7K
$6.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-58- 3.9% |
$15.2K - $16.5K
|
1.43K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-58- 2.73% |
$15.2K - $16.5K
|
2.07K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-58- 2.98% |
$15.2K - $16.5K
|
1.89K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-58- 0.6% |
$15.2K - $16.5K
|
9.68K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-58- 5.04% |
$15.2K - $16.5K
|
1.09K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-59- 3.06% |
$15.4K - $16.8K
|
1.87K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-59- 1.52% |
$15.4K - $16.8K
|
3.83K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-60- 3.04% |
$15.7K - $17.1K
|
1.91K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-60- 0.39% |
$15.7K - $17.1K
|
15.3K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-61- 1.76% |
$16K - $17.4K
|
3.41K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-62- 0.59% |
$16.2K - $17.6K
|
10.5K
$2.83M
|