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 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-513- 3.43% |
$134K - $146K
|
14.4K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-515- 0.54% |
$135K - $147K
|
94.6K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 1.37% |
$142K - $155K
|
39.2K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-544- 0.73% |
$142K - $155K
|
73.7K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-546- 36.64% |
$143K - $155K
|
944
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-551- 24.29% |
$144K - $157K
|
1.72K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-560- 3.05% |
$146K - $159K
|
17.8K
$4.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-563- 12.0% |
$147K - $160K
|
4.13K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-563- 0.17% |
$147K - $160K
|
337K
$89.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-569- 3.98% |
$149K - $162K
|
13.7K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-578- 14.46% |
$151K - $165K
|
3.42K
$912K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-594- 0.67% |
$155K - $169K
|
87.4K
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-605- 4.41% |
$158K - $172K
|
13.1K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-606- 18.01% |
$158K - $172K
|
2.76K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-609- 14.0% |
$159K - $173K
|
3.74K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-611- 31.77% |
$160K - $174K
|
1.31K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-630- 46.26% |
$165K - $179K
|
732
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-633- 22.75% |
$166K - $180K
|
2.15K
$574K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-647- 0.95% |
$169K - $184K
|
67.5K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-660- 3.27% |
$173K - $188K
|
19.5K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-670- 4.33% |
$175K - $191K
|
14.8K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-671- 2.72% |
$175K - $191K
|
24K
$6.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-693- 2.95% |
$181K - $197K
|
22.8K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 9.74% |
$182K - $198K
|
6.44K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-705- 3.4% |
$184K - $201K
|
20K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-713- 5.73% |
$186K - $203K
|
11.7K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-732- 6.82% |
$191K - $208K
|
10K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-736- 3.09% |
$192K - $209K
|
23.1K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-744- 6.44% |
$195K - $212K
|
10.8K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-756- 17.21% |
$198K - $215K
|
3.64K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-768- 1.79% |
$201K - $219K
|
42.1K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 2.62% |
$203K - $221K
|
28.9K
$7.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-785- 3.24% |
$205K - $223K
|
23.5K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-796- 0.67% |
$208K - $227K
|
119K
$31.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-806- 6.67% |
$211K - $229K
|
11.3K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-809- 2.34% |
$212K - $230K
|
33.8K
$9.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-812- 36.89% |
$212K - $231K
|
1.39K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-816- 3.04% |
$213K - $232K
|
26.1K
$6.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-835- 1.0% |
$218K - $238K
|
82.5K
$22M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-844- 1.98% |
$221K - $240K
|
41.9K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-855- 0.61% |
$224K - $243K
|
140K
$37.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-865- 0.66% |
$226K - $246K
|
130K
$34.7M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-903- 48.31% |
$236K - $257K
|
966
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-918- 10.66% |
$240K - $261K
|
7.69K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-950- 1.0% |
$248K - $270K
|
94.4K
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-957- 1.96% |
$250K - $272K
|
47.9K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-980- 37.63% |
$256K - $279K
|
1.62K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-980- 6.24% |
$256K - $279K
|
14.7K
$3.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-994- 2.31% |
$260K - $283K
|
42K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-998- 50.84% |
$261K - $284K
|
965
$257K
|