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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.7K+ 13.97% |
$4.21M - $4.67M
|
145K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.7K+ 4.46% |
$4.21M - $4.67M
|
414K
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.5K+ 3.69% |
$4.15M - $4.6M
|
491K
$132M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
17.4K+ 134.99% |
$4.14M - $4.6M
|
30.3K
$8.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
17.2KNew |
$4.08M - $4.53M
|
17.2K
$4.62M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 3.4% |
$3.92M - $4.34M
|
501K
$135M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.4K+ 5.72% |
$3.9M - $4.33M
|
303K
$81.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
16.1K+ 15.5% |
$3.83M - $4.25M
|
120K
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.1K+ 106.39% |
$3.82M - $4.24M
|
31.2K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.6K+ 68.78% |
$3.72M - $4.12M
|
38.3K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.2K+ 49.95% |
$3.61M - $4M
|
45.6K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15K+ 8.29% |
$3.57M - $3.96M
|
196K
$52.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15K+ 1015.04% |
$3.56M - $3.95M
|
16.5K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
14.4KNew |
$3.43M - $3.81M
|
14.4K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
14.3K+ 12.78% |
$3.41M - $3.79M
|
127K
$34.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$3.4M - $3.77M
|
14.3K
$3.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.2K+ 23.13% |
$3.38M - $3.75M
|
75.8K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2K+ 2.14% |
$3.37M - $3.74M
|
676K
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.8K+ 3.49% |
$3.28M - $3.64M
|
409K
$110M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.4K+ 2.83% |
$3.19M - $3.53M
|
486K
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13.3K+ 69.34% |
$3.17M - $3.52M
|
32.6K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 14.97% |
$3.16M - $3.51M
|
102K
$27.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13.1K+ 43.22% |
$3.1M - $3.44M
|
43.3K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13K+ 40.12% |
$3.09M - $3.43M
|
45.4K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 19.92% |
$3.04M - $3.37M
|
76.9K
$20.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12.5K+ 11.28% |
$2.97M - $3.29M
|
123K
$33.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.9K+ 3.39% |
$2.84M - $3.15M
|
364K
$97.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.8K+ 23.38% |
$2.8M - $3.1M
|
62K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
11.4K+ 28.32% |
$2.72M - $3.02M
|
51.8K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.2K+ 48.21% |
$2.67M - $2.97M
|
34.6K
$9.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.2K+ 4.54% |
$2.66M - $2.95M
|
257K
$69.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 23.1% |
$2.57M - $2.85M
|
57.6K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 33.52% |
$2.56M - $2.84M
|
42.9K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.7K+ 1.98% |
$2.55M - $2.83M
|
551K
$148M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.5K+ 27.96% |
$2.5M - $2.78M
|
48.2K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 3.27% |
$2.49M - $2.76M
|
331K
$89.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4K+ 21.66% |
$2.47M - $2.74M
|
58.4K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4K+ 117.67% |
$2.47M - $2.74M
|
19.2K
$5.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3KNew |
$2.44M - $2.71M
|
10.3K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1K+ 36.63% |
$2.4M - $2.67M
|
37.7K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$2.35M - $2.61M
|
9.9K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
9.85KNew |
$2.34M - $2.6M
|
9.85K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.71K+ 1.34% |
$2.31M - $2.56M
|
737K
$198M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.61K+ 101.38% |
$2.29M - $2.53M
|
19.1K
$5.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.46K+ 149.16% |
$2.25M - $2.5M
|
15.8K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.38KNew |
$2.23M - $2.47M
|
9.38K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.3K+ 2.77% |
$2.21M - $2.45M
|
345K
$92.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.25K+ 435.15% |
$2.2M - $2.44M
|
11.4K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.25K+ 51.83% |
$2.2M - $2.44M
|
27.1K
$7.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
9.08KNew |
$2.16M - $2.4M
|
9.08K
$2.44M
|