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 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
176+ 2.89% |
$41.9K - $46.4K
|
6.28K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
174+ 3.94% |
$41.4K - $45.9K
|
4.59K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
171+ 12.81% |
$40.7K - $45.1K
|
1.51K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
170+ 0.42% |
$40.4K - $44.9K
|
41.1K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
168+ 10.14% |
$40K - $44.3K
|
1.82K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
163+ 6.91% |
$38.8K - $43K
|
2.52K
$679K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162+ 9.06% |
$38.5K - $42.7K
|
1.95K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
161+ 2.49% |
$38.3K - $42.5K
|
6.63K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
160+ 1.84% |
$38.1K - $42.2K
|
8.86K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
159+ 2.57% |
$37.8K - $41.9K
|
6.36K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
158+ 13.39% |
$37.6K - $41.7K
|
1.34K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
156+ 0.24% |
$37.1K - $41.2K
|
64.1K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
156+ 2.72% |
$37.1K - $41.2K
|
5.9K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
155+ 4.15% |
$36.9K - $40.9K
|
3.89K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
153+ 0.77% |
$36.4K - $40.4K
|
20K
$5.39M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
153+ 1.61% |
$36.4K - $40.4K
|
9.66K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
152+ 13.42% |
$36.2K - $40.1K
|
1.29K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
150+ 13.02% |
$35.7K - $39.6K
|
1.3K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
148+ 0.17% |
$35.2K - $39K
|
88K
$23.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
148+ 0.62% |
$35.2K - $39K
|
23.9K
$6.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
147+ 27.27% |
$35K - $38.8K
|
686
$185K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 34.28% |
$34.5K - $38.3K
|
568
$153K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
145+ 1.97% |
$34.5K - $38.3K
|
7.5K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
145+ 5.5% |
$34.5K - $38.3K
|
2.78K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
144+ 1.26% |
$34.2K - $38K
|
11.6K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
143+ 1.1% |
$34K - $37.7K
|
13.1K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
141+ 0.16% |
$33.5K - $37.2K
|
89.1K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
139+ 12.07% |
$33.1K - $36.7K
|
1.29K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
137+ 0.21% |
$32.6K - $36.1K
|
64.6K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 4.54% |
$32.1K - $35.6K
|
3.11K
$837K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
135+ 13.82% |
$32.1K - $35.6K
|
1.11K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
135+ 97.12% |
$32.1K - $35.6K
|
274
$73.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
135New |
$32.1K - $35.6K
|
135
$36.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
133+ 0.28% |
$31.6K - $35.1K
|
48.4K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
133New |
$31.6K - $35.1K
|
133
$35.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
131+ 21.1% |
$31.2K - $34.6K
|
752
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
129+ 8.94% |
$30.7K - $34K
|
1.57K
$423K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
126+ 0.46% |
$30K - $33.2K
|
27.7K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
126+ 6.34% |
$30K - $33.2K
|
2.11K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
125+ 12.51% |
$29.7K - $33K
|
1.12K
$302K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
125+ 5.31% |
$29.7K - $33K
|
2.48K
$667K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
124+ 109.73% |
$29.5K - $32.7K
|
237
$63.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
122+ 0.47% |
$29K - $32.2K
|
26.3K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
122+ 3.08% |
$29K - $32.2K
|
4.09K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
118+ 2.99% |
$28.1K - $31.1K
|
4.07K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
118+ 0.85% |
$28.1K - $31.1K
|
14K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
117+ 0.68% |
$27.8K - $30.9K
|
17.3K
$4.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
109+ 1.53% |
$25.9K - $28.8K
|
7.25K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
106+ 8.79% |
$25.2K - $28K
|
1.31K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
106+ 1.02% |
$25.2K - $28K
|
10.5K
$2.83M
|