Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
502+ 3.79% |
$119K - $132K
|
13.7K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 0.91% |
$119K - $132K
|
55.7K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
499+ 20.98% |
$119K - $132K
|
2.88K
$774K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
493+ 14.72% |
$117K - $130K
|
3.84K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
492+ 23.0% |
$117K - $130K
|
2.63K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
492+ 0.44% |
$117K - $130K
|
112K
$30.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
491+ 8.6% |
$117K - $130K
|
6.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
491+ 6.35% |
$117K - $130K
|
8.23K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
476+ 0.95% |
$113K - $126K
|
50.6K
$13.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
469+ 18.28% |
$112K - $124K
|
3.04K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
457+ 6.86% |
$109K - $121K
|
7.12K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
455+ 22.81% |
$108K - $120K
|
2.45K
$659K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
454+ 38.51% |
$108K - $120K
|
1.63K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
451+ 2.16% |
$107K - $119K
|
21.3K
$5.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 65.31% |
$107K - $119K
|
1.14K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
449+ 1.07% |
$107K - $118K
|
42.2K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
448New |
$107K - $118K
|
448
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
443+ 1.71% |
$105K - $117K
|
26.4K
$7.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
439+ 29.4% |
$104K - $116K
|
1.93K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
435+ 3.29% |
$103K - $115K
|
13.6K
$3.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
432+ 36.49% |
$103K - $114K
|
1.62K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
430+ 32.67% |
$102K - $113K
|
1.75K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
427+ 0.86% |
$102K - $113K
|
49.9K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
424+ 1.05% |
$101K - $112K
|
40.8K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
414+ 46.1% |
$98.5K - $109K
|
1.31K
$353K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
410+ 2.56% |
$97.5K - $108K
|
16.4K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
409+ 119.59% |
$97.3K - $108K
|
751
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
408+ 24.91% |
$97K - $108K
|
2.05K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
404+ 2.93% |
$96.1K - $107K
|
14.2K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
402+ 1.58% |
$95.6K - $106K
|
25.8K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
400New |
$95.1K - $106K
|
400
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
398+ 11.08% |
$94.7K - $105K
|
3.99K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
394+ 9.61% |
$93.7K - $104K
|
4.5K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
393+ 11.79% |
$93.5K - $104K
|
3.73K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
388+ 15.89% |
$92.3K - $102K
|
2.83K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
383+ 5.01% |
$91.1K - $101K
|
8.03K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
383+ 16.68% |
$91.1K - $101K
|
2.68K
$721K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
382+ 0.94% |
$90.9K - $101K
|
40.8K
$11M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
378+ 4.31% |
$89.9K - $99.7K
|
9.16K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
373+ 2.09% |
$88.7K - $98.4K
|
18.2K
$4.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
371+ 27.96% |
$88.2K - $97.9K
|
1.7K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
369+ 1.24% |
$87.8K - $97.4K
|
30K
$8.07M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
368+ 0.97% |
$87.5K - $97.1K
|
38.5K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
362+ 0.76% |
$86.1K - $95.5K
|
48.1K
$12.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
357+ 2.58% |
$84.9K - $94.2K
|
14.2K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
356New |
$84.7K - $93.9K
|
356
$95.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
354+ 6.39% |
$84.2K - $93.4K
|
5.89K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
351+ 24.95% |
$83.5K - $92.6K
|
1.76K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
351+ 29.7% |
$83.5K - $92.6K
|
1.53K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
345+ 7.58% |
$82.1K - $91K
|
4.9K
$1.32M
|