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
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.93K- 1.82% |
$505K - $549K
|
104K
$27.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.94K- 7.34% |
$508K - $553K
|
24.5K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.98K- 7.78% |
$519K - $565K
|
23.5K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.99K- 72.11% |
$521K - $567K
|
770
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 18.98% |
$523K - $569K
|
8.54K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.1K- 5.78% |
$550K - $599K
|
34.3K
$9.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.1K- 15.27% |
$550K - $599K
|
11.7K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 1.0% |
$551K - $600K
|
209K
$55.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.21K- 45.86% |
$579K - $630K
|
2.61K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.24K- 2.48% |
$586K - $638K
|
88.2K
$23.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 2.34% |
$590K - $643K
|
94.2K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.27K- 4.7% |
$593K - $645K
|
46K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.27K- 5.43% |
$594K - $646K
|
39.5K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.29K- 1.59% |
$599K - $652K
|
142K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.44K- 21.26% |
$639K - $695K
|
9.05K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.48K- 0.67% |
$649K - $706K
|
366K
$97.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.5K- 9.6% |
$653K - $710K
|
23.5K
$6.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 26.59% |
$656K - $714K
|
6.92K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.58K- 3.74% |
$674K - $733K
|
66.4K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 17.0% |
$687K - $748K
|
12.8K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.63K- 2.05% |
$689K - $749K
|
126K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.68K- 1.87% |
$700K - $761K
|
141K
$37.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-2.76K- 2.24% |
$722K - $786K
|
120K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.77K- 12.74% |
$723K - $787K
|
18.9K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.77K- 4.04% |
$724K - $788K
|
65.7K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.78K- 3.11% |
$727K - $792K
|
86.6K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.82K- 3.31% |
$737K - $802K
|
82.3K
$22M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.82K- 9.15% |
$738K - $804K
|
28K
$7.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.86K- 2.2% |
$748K - $814K
|
127K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.95K- 36.15% |
$771K - $839K
|
5.21K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.96K- 8.21% |
$774K - $843K
|
33.1K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.04K- 14.8% |
$794K - $864K
|
17.5K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.09K- 4.44% |
$808K - $880K
|
66.5K
$17.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.22K- 47.29% |
$842K - $917K
|
3.59K
$958K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.42K- 72.86% |
$895K - $974K
|
1.28K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.49K- 48.12% |
$912K - $993K
|
3.76K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.52K- 6.09% |
$920K - $1M
|
54.2K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.6K- 18.83% |
$942K - $1.03M
|
15.5K
$4.14M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.61K- 40.33% |
$945K - $1.03M
|
5.35K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.66K- 6.09% |
$956K - $1.04M
|
56.4K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.79K- 11.17% |
$990K - $1.08M
|
30.1K
$8.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-3.84K- 7.66% |
$1M - $1.09M
|
46.2K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.94K- 4.58% |
$1.03M - $1.12M
|
82K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.15% |
$1.13M - $1.23M
|
371K
$98.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.36K- 2.61% |
$1.14M - $1.24M
|
163K
$43.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-4.4K- 27.29% |
$1.15M - $1.25M
|
11.7K
$3.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.44K- 15.75% |
$1.16M - $1.26M
|
23.7K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.66K- 9.02% |
$1.22M - $1.33M
|
47K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.77KClosed |
$1.25M - $1.36M
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.94K- 62.89% |
$1.29M - $1.41M
|
2.92K
$778K
|