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 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17+ 0.68% |
$4.04K - $4.49K
|
2.53K
$681K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
17+ 10.3% |
$4.04K - $4.49K
|
182
$49K
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.76% |
$3.81K - $4.22K
|
2.12K
$571K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
15+ 0.43% |
$3.57K - $3.96K
|
3.54K
$952K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.84% |
$3.57K - $3.96K
|
1.8K
$483K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
15+ 1.04% |
$3.57K - $3.96K
|
1.46K
$394K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.07% |
$3.57K - $3.96K
|
22.6K
$6.09M
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 0.74% |
$3.33K - $3.69K
|
1.91K
$513K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
14+ 0.08% |
$3.33K - $3.69K
|
17.5K
$4.71M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.13% |
$3.33K - $3.69K
|
10.7K
$2.88M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 5.22% |
$3.33K - $3.69K
|
282
$75.9K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 0.72% |
$3.33K - $3.69K
|
1.95K
$524K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$3.33K - $3.69K
|
6.99K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 3.33% |
$3.33K - $3.69K
|
435
$117K
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
13+ 0.02% |
$3.09K - $3.43K
|
52.8K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
13+ 0.35% |
$3.09K - $3.43K
|
3.73K
$1M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
12+ 0.28% |
$2.85K - $3.17K
|
4.31K
$1.16M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.69% |
$2.85K - $3.17K
|
1.76K
$472K
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
12+ 0.45% |
$2.85K - $3.17K
|
2.66K
$715K
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
12+ 80.0% |
$2.85K - $3.17K
|
27
$7.27K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 0.78% |
$2.62K - $2.9K
|
1.42K
$381K
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.8% |
$2.62K - $2.9K
|
1.39K
$373K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11+ 0.38% |
$2.62K - $2.9K
|
2.9K
$781K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.17% |
$2.38K - $2.64K
|
5.76K
$1.55M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
10+ 0.41% |
$2.38K - $2.64K
|
2.46K
$661K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10New |
$2.38K - $2.64K
|
10
$2.69K
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
9+ 0.73% |
$2.14K - $2.37K
|
1.25K
$336K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.74% |
$2.14K - $2.37K
|
1.22K
$329K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.22% |
$2.14K - $2.37K
|
4.17K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9+ 0.48% |
$2.14K - $2.37K
|
1.87K
$503K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 8.04% |
$2.14K - $2.37K
|
121
$32.6K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8+ 400.0% |
$1.9K - $2.11K
|
10
$2.69K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 0.56% |
$1.9K - $2.11K
|
1.44K
$388K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.68% |
$1.9K - $2.11K
|
1.18K
$316K
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.59% |
$1.9K - $2.11K
|
1.37K
$367K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8+ 0.07% |
$1.9K - $2.11K
|
10.7K
$2.88M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.54% |
$1.9K - $2.11K
|
1.49K
$400K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8+ 2.25% |
$1.9K - $2.11K
|
364
$98K
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
8+ 0.36% |
$1.9K - $2.11K
|
2.25K
$604K
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
7+ 0.47% |
$1.66K - $1.85K
|
1.49K
$402K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$1.66K - $1.85K
|
1.68K
$452K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.78% |
$1.66K - $1.85K
|
900
$242K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.4% |
$1.66K - $1.85K
|
1.76K
$474K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.83% |
$1.66K - $1.85K
|
855
$230K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7+ 0.53% |
$1.66K - $1.85K
|
1.32K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.83% |
$1.66K - $1.85K
|
852
$229K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$1.43K - $1.58K
|
1.97K
$530K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$1.43K - $1.58K
|
1.67K
$449K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.43% |
$1.43K - $1.58K
|
1.4K
$376K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.69% |
$1.43K - $1.58K
|
880
$237K
|