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 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-128- 0.4% |
$30.4K - $33.8K
|
32K
$7.9M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-133- 1.61% |
$31.6K - $35.1K
|
8.14K
$2.01M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-135- 5.65% |
$32.1K - $35.6K
|
2.25K
$556K
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-137- 1.09% |
$32.6K - $36.1K
|
12.5K
$3.07M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-138- 0.2% |
$32.8K - $36.4K
|
68K
$16.8M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-139- 3.16% |
$33.1K - $36.7K
|
4.26K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-139- 2.32% |
$33.1K - $36.7K
|
5.86K
$1.45M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-140- 2.97% |
$33.3K - $36.9K
|
4.58K
$1.13M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-142- 4.45% |
$33.8K - $37.5K
|
3.05K
$752K
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-143- 3.07% |
$34K - $37.7K
|
4.51K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-145- 1.14% |
$34.5K - $38.3K
|
12.5K
$3.09M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-145- 0.24% |
$34.5K - $38.3K
|
60.8K
$15M
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-146- 0.84% |
$34.7K - $38.5K
|
17.2K
$4.23M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-148- 14.03% |
$35.2K - $39K
|
907
$224K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-149- 4.4% |
$35.4K - $39.3K
|
3.24K
$799K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-149- 1.32% |
$35.4K - $39.3K
|
11.2K
$2.76M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-151- 11.77% |
$35.9K - $39.8K
|
1.13K
$279K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-151- 0.51% |
$35.9K - $39.8K
|
29.4K
$7.25M
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-152- 0.25% |
$36.2K - $40.1K
|
60.3K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-153- 1.43% |
$36.4K - $40.4K
|
10.5K
$2.6M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-153- 2.14% |
$36.4K - $40.4K
|
6.99K
$1.72M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-156- 4.69% |
$37.1K - $41.2K
|
3.17K
$781K
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-158- 0.14% |
$37.6K - $41.7K
|
117K
$28.8M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-158- 1.45% |
$37.6K - $41.7K
|
10.7K
$2.65M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-161- 1.39% |
$38.3K - $42.5K
|
11.4K
$2.82M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-161- 6.11% |
$38.3K - $42.5K
|
2.47K
$610K
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-162- 5.93% |
$38.5K - $42.7K
|
2.57K
$634K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-164- 5.99% |
$39K - $43.3K
|
2.58K
$635K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-167- 7.5% |
$39.7K - $44.1K
|
2.06K
$508K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-169- 30.51% |
$40.2K - $44.6K
|
385
$94.9K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-171- 2.04% |
$40.7K - $45.1K
|
8.2K
$2.02M
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-176- 0.37% |
$41.9K - $46.4K
|
47.8K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-179- 7.53% |
$42.6K - $47.2K
|
2.2K
$542K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-179- 1.88% |
$42.6K - $47.2K
|
9.35K
$2.31M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-180- 13.74% |
$42.8K - $47.5K
|
1.13K
$279K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-182- 7.02% |
$43.3K - $48K
|
2.41K
$595K
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-182- 3.79% |
$43.3K - $48K
|
4.62K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-184- 3.77% |
$43.8K - $48.5K
|
4.69K
$1.16M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-184- 3.07% |
$43.8K - $48.5K
|
5.8K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-189- 3.16% |
$45K - $49.9K
|
5.8K
$1.43M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-192- 7.22% |
$45.7K - $50.7K
|
2.47K
$608K
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-195- 8.44% |
$46.4K - $51.4K
|
2.12K
$522K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-203- 6.92% |
$48.3K - $53.6K
|
2.73K
$674K
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-204- 6.94% |
$48.5K - $53.8K
|
2.73K
$674K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-208- 1.37% |
$49.5K - $54.9K
|
14.9K
$3.68M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-211- 0.92% |
$50.2K - $55.7K
|
22.6K
$5.57M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-213- 0.68% |
$50.7K - $56.2K
|
31.1K
$7.67M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-214- 0.8% |
$50.9K - $56.5K
|
26.6K
$6.56M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-217- 4.34% |
$51.6K - $57.3K
|
4.79K
$1.18M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-218- 1.39% |
$51.8K - $57.5K
|
15.4K
$3.8M
|