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 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-221- 2.0% |
$52.6K - $58.3K
|
10.8K
$2.79M
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-221- 0.68% |
$52.6K - $58.3K
|
32.2K
$8.28M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-223- 1.24% |
$53K - $58.8K
|
17.8K
$4.58M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-225- 7.03% |
$53.5K - $59.4K
|
2.97K
$765K
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-227- 8.59% |
$54K - $59.9K
|
2.42K
$621K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-228- 8.31% |
$54.2K - $60.2K
|
2.52K
$647K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-240- 20.57% |
$57.1K - $63.3K
|
927
$238K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-242- 0.74% |
$57.6K - $63.8K
|
32.6K
$8.38M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-244- 9.52% |
$58K - $64.4K
|
2.32K
$596K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-247- 10.95% |
$58.7K - $65.2K
|
2.01K
$517K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-247- 2.42% |
$58.7K - $65.2K
|
9.94K
$2.56M
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-248- 1.46% |
$59K - $65.4K
|
16.7K
$4.3M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-250- 8.57% |
$59.5K - $66K
|
2.67K
$685K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-252- 13.75% |
$59.9K - $66.5K
|
1.58K
$407K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-256- 1.32% |
$60.9K - $67.5K
|
19.1K
$4.91M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-256- 2.18% |
$60.9K - $67.5K
|
11.5K
$2.95M
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-257- 0.7% |
$61.1K - $67.8K
|
36.4K
$9.35M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-258- 2.01% |
$61.4K - $68.1K
|
12.5K
$3.23M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-259- 16.8% |
$61.6K - $68.3K
|
1.28K
$330K
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-259- 2.52% |
$61.6K - $68.3K
|
10K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-259- 5.59% |
$61.6K - $68.3K
|
4.37K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-264- 1.69% |
$62.8K - $69.7K
|
15.4K
$3.96M
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-265- 0.37% |
$63K - $69.9K
|
71.3K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-265- 0.46% |
$63K - $69.9K
|
57.1K
$14.7M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-270- 2.51% |
$64.2K - $71.2K
|
10.5K
$2.7M
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-270- 6.09% |
$64.2K - $71.2K
|
4.17K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-272- 0.17% |
$64.7K - $71.8K
|
160K
$41.3M
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-273- 1.88% |
$64.9K - $72K
|
14.2K
$3.66M
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-275- 0.33% |
$65.4K - $72.6K
|
81.9K
$21.1M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-278- 3.85% |
$66.1K - $73.3K
|
6.93K
$1.78M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-281- 5.45% |
$66.8K - $74.1K
|
4.87K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-282- 2.57% |
$67.1K - $74.4K
|
10.7K
$2.75M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-283- 6.05% |
$67.3K - $74.7K
|
4.39K
$1.13M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-283- 1.52% |
$67.3K - $74.7K
|
18.4K
$4.72M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-288- 9.63% |
$68.5K - $76K
|
2.7K
$695K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-289- 3.7% |
$68.7K - $76.2K
|
7.53K
$1.93M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-289- 0.82% |
$68.7K - $76.2K
|
34.8K
$8.95M
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-289- 0.75% |
$68.7K - $76.2K
|
38.1K
$9.8M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-290- 23.95% |
$69K - $76.5K
|
921
$237K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-290- 3.07% |
$69K - $76.5K
|
9.17K
$2.36M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-291- 3.64% |
$69.2K - $76.8K
|
7.7K
$1.98M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-293- 1.55% |
$69.7K - $77.3K
|
18.7K
$4.8M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-294- 3.61% |
$69.9K - $77.6K
|
7.84K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-296- 17.66% |
$70.4K - $78.1K
|
1.38K
$355K
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-298- 1.12% |
$70.9K - $78.6K
|
26.3K
$6.75M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-309- 8.9% |
$73.5K - $81.5K
|
3.16K
$813K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-311- 0.58% |
$74K - $82.1K
|
53K
$13.6M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-311- 52.09% |
$74K - $82.1K
|
286
$73.5K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-312- 6.5% |
$74.2K - $82.3K
|
4.49K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-313- 38.5% |
$74.4K - $82.6K
|
500
$129K
|