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
|
Spire Wealth Management
|
SELL
|
- |
-55- 1.18% |
$13.1K - $14.5K
|
4.62K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-56- 1.49% |
$13.3K - $14.8K
|
3.69K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-56- 0.41% |
$13.3K - $14.8K
|
13.6K
$3.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57- 4.31% |
$13.6K - $15K
|
1.27K
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-57- 0.18% |
$13.6K - $15K
|
31.2K
$8.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-59- 0.9% |
$14K - $15.6K
|
6.48K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-60- 1.56% |
$14.3K - $15.8K
|
3.78K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 2.3% |
$14.3K - $15.8K
|
2.55K
$686K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-64- 1.63% |
$15.2K - $16.9K
|
3.87K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-64- 2.52% |
$15.2K - $16.9K
|
2.48K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.93% |
$15.2K - $16.9K
|
3.25K
$875K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-64- 1.23% |
$15.2K - $16.9K
|
5.12K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-65- 0.83% |
$15.5K - $17.1K
|
7.73K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-65- 0.9% |
$15.5K - $17.1K
|
7.16K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-66- 4.57% |
$15.7K - $17.4K
|
1.38K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-67- 1.74% |
$15.9K - $17.7K
|
3.79K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-67- 0.07% |
$15.9K - $17.7K
|
98.2K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-68- 0.79% |
$16.2K - $17.9K
|
8.51K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-70- 4.0% |
$16.6K - $18.5K
|
1.68K
$453K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-70- 1.02% |
$16.6K - $18.5K
|
6.81K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-70- 1.17% |
$16.6K - $18.5K
|
5.92K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-70- 0.23% |
$16.6K - $18.5K
|
30.5K
$8.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-70- 0.57% |
$16.6K - $18.5K
|
12.3K
$3.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-71- 5.44% |
$16.9K - $18.7K
|
1.23K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-73- 5.12% |
$17.4K - $19.3K
|
1.35K
$364K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-73- 0.8% |
$17.4K - $19.3K
|
9.03K
$2.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-74- 1.89% |
$17.6K - $19.5K
|
3.84K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-74- 7.16% |
$17.6K - $19.5K
|
959
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-74- 0.75% |
$17.6K - $19.5K
|
9.81K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 3.86% |
$17.6K - $19.5K
|
1.84K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-75- 7.79% |
$17.8K - $19.8K
|
888
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-75- 7.85% |
$17.8K - $19.8K
|
881
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-75- 1.36% |
$17.8K - $19.8K
|
5.44K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-78- 0.34% |
$18.6K - $20.6K
|
22.8K
$6.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-78- 2.04% |
$18.6K - $20.6K
|
3.74K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-79- 9.42% |
$18.8K - $20.8K
|
760
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-79- 5.78% |
$18.8K - $20.8K
|
1.29K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 3.13% |
$19K - $21.1K
|
2.47K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-80- 9.85% |
$19K - $21.1K
|
732
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-81- 2.14% |
$19.3K - $21.4K
|
3.71K
$999K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-81- 7.9% |
$19.3K - $21.4K
|
944
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 5.59% |
$19.5K - $21.6K
|
1.39K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-83- 9.47% |
$19.7K - $21.9K
|
793
$213K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-87- 2.91% |
$20.7K - $23K
|
2.9K
$781K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-88- 1.78% |
$20.9K - $23.2K
|
4.87K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-89- 0.14% |
$21.2K - $23.5K
|
62.6K
$16.8M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-89- 7.4% |
$21.2K - $23.5K
|
1.11K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-90- 5.52% |
$21.4K - $23.7K
|
1.54K
$415K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-90- 0.9% |
$21.4K - $23.7K
|
9.96K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-90- 3.68% |
$21.4K - $23.7K
|
2.36K
$634K
|