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 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-36.4K- 84.27% |
$9.53M - $10.4M
|
6.8K
$1.82M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38.3K- 53.77% |
$10M - $10.9M
|
32.9K
$8.79M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.1K- 12.21% |
$11.8M - $12.8M
|
324K
$86.4M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-54K- 21.03% |
$14.1M - $15.4M
|
203K
$54.2M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.9K- 17.0% |
$14.4M - $15.6M
|
268K
$71.5M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64.1K- 15.17% |
$16.8M - $18.2M
|
358K
$95.6M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-83.4K- 50.67% |
$21.8M - $23.7M
|
81.2K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.4K- 1.14% |
$24.4M - $26.6M
|
8.09M
$2.16B
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-101K- 5.52% |
$26.4M - $28.8M
|
1.73M
$461M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110K- 3.13% |
$28.7M - $31.2M
|
3.39M
$905M
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-280K- 89.63% |
$73.2M - $79.7M
|
32.4K
$8.64M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-292K- 99.6% |
$76.4M - $83.1M
|
1.17K
$313K
|