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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105+ 0.66% |
$25K - $27.7K
|
15.9K
$4.28M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
103+ 0.57% |
$24.5K - $27.2K
|
18.3K
$4.93M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
102+ 3.96% |
$24.3K - $26.9K
|
2.68K
$721K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
101+ 2.88% |
$24K - $26.6K
|
3.61K
$971K
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
101+ 11.37% |
$24K - $26.6K
|
989
$266K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
101+ 3.73% |
$24K - $26.6K
|
2.81K
$756K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
101+ 39.45% |
$24K - $26.6K
|
357
$96.1K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
100+ 10.89% |
$23.8K - $26.4K
|
1.02K
$274K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
99+ 147.76% |
$23.5K - $26.1K
|
166
$44.7K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
98+ 0.68% |
$23.3K - $25.9K
|
14.5K
$3.91M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
95+ 5.2% |
$22.6K - $25.1K
|
1.92K
$517K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
95+ 3.71% |
$22.6K - $25.1K
|
2.65K
$714K
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
94+ 2.76% |
$22.4K - $24.8K
|
3.5K
$940K
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
94+ 6.31% |
$22.4K - $24.8K
|
1.58K
$426K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
93+ 4.59% |
$22.1K - $24.5K
|
2.12K
$570K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
93+ 0.31% |
$22.1K - $24.5K
|
29.6K
$7.97M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
92+ 0.27% |
$21.9K - $24.3K
|
33.8K
$9.1M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
91+ 3.59% |
$21.6K - $24K
|
2.63K
$706K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
90+ 0.38% |
$21.4K - $23.7K
|
24K
$6.45M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
90+ 2.24% |
$21.4K - $23.7K
|
4.12K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
89+ 1.27% |
$21.2K - $23.5K
|
7.1K
$1.91M
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
88+ 0.3% |
$20.9K - $23.2K
|
29.5K
$7.95M
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
86+ 3.22% |
$20.5K - $22.7K
|
2.76K
$742K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
86+ 4.92% |
$20.5K - $22.7K
|
1.83K
$493K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
85+ 5.83% |
$20.2K - $22.4K
|
1.54K
$415K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
85+ 0.38% |
$20.2K - $22.4K
|
22.5K
$6.07M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
84+ 1.0% |
$20K - $22.2K
|
8.49K
$2.28M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
83+ 6.13% |
$19.7K - $21.9K
|
1.44K
$386K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
83+ 44.15% |
$19.7K - $21.9K
|
271
$72.9K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
83New |
$19.7K - $21.9K
|
83
$22.3K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
83+ 2.27% |
$19.7K - $21.9K
|
3.74K
$1.01M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 8.06% |
$19.3K - $21.4K
|
1.09K
$292K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
80+ 5.18% |
$19K - $21.1K
|
1.62K
$437K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
79New |
$18.8K - $20.8K
|
79
$21.3K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 7.8% |
$18.6K - $20.6K
|
1.08K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
78+ 8.13% |
$18.6K - $20.6K
|
1.04K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
77+ 4.68% |
$18.3K - $20.3K
|
1.72K
$464K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
76+ 4.72% |
$18.1K - $20.1K
|
1.69K
$454K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
75+ 12.52% |
$17.8K - $19.8K
|
674
$181K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
75+ 0.7% |
$17.8K - $19.8K
|
10.8K
$2.91M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
74+ 0.89% |
$17.6K - $19.5K
|
8.35K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
74+ 0.91% |
$17.6K - $19.5K
|
8.17K
$2.2M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
73+ 0.16% |
$17.4K - $19.3K
|
46.5K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
72+ 1.14% |
$17.1K - $19K
|
6.37K
$1.71M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
70+ 7.87% |
$16.6K - $18.5K
|
960
$258K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
70+ 3.27% |
$16.6K - $18.5K
|
2.21K
$595K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69+ 2.41% |
$16.4K - $18.2K
|
2.94K
$790K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
69+ 0.99% |
$16.4K - $18.2K
|
7.07K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
64+ 0.81% |
$15.2K - $16.9K
|
7.93K
$2.13M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
62+ 5.45% |
$14.7K - $16.4K
|
1.2K
$323K
|