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 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-351- 26.65% |
$83.5K - $92.6K
|
966
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-357- 1.1% |
$84.9K - $94.2K
|
32.2K
$8.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-359- 0.87% |
$85.4K - $94.7K
|
41K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-360- 5.22% |
$85.6K - $95K
|
6.53K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-362- 1.08% |
$86.1K - $95.5K
|
33.1K
$8.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-365- 10.92% |
$86.8K - $96.3K
|
2.98K
$802K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-365- 0.59% |
$86.8K - $96.3K
|
61.8K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-365- 0.84% |
$86.8K - $96.3K
|
42.9K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-370- 1.63% |
$88K - $97.6K
|
22.3K
$6M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-372- 6.38% |
$88.5K - $98.1K
|
5.46K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-376- 8.15% |
$89.4K - $99.2K
|
4.24K
$1.14M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-382- 3.5% |
$90.9K - $101K
|
10.5K
$2.84M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-384- 1.25% |
$91.3K - $101K
|
30.4K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-384- 0.55% |
$91.3K - $101K
|
69.2K
$18.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-386- 18.23% |
$91.8K - $102K
|
1.73K
$466K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-386- 6.02% |
$91.8K - $102K
|
6.02K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-390- 0.48% |
$92.8K - $103K
|
81.4K
$21.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-392- 1.01% |
$93.2K - $103K
|
38.5K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-399- 13.12% |
$94.9K - $105K
|
2.64K
$711K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-400- 5.57% |
$95.1K - $106K
|
6.78K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 0.68% |
$95.1K - $106K
|
58.1K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-403- 9.39% |
$95.8K - $106K
|
3.89K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-405- 2.91% |
$96.3K - $107K
|
13.5K
$3.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-408- 5.2% |
$97K - $108K
|
7.44K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-410- 27.33% |
$97.5K - $108K
|
1.09K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-411- 18.53% |
$97.8K - $108K
|
1.81K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-418- 9.32% |
$99.4K - $110K
|
4.07K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-420- 58.5% |
$99.9K - $111K
|
298
$80.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-425- 6.07% |
$101K - $112K
|
6.58K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-428- 5.75% |
$102K - $113K
|
7.02K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 0.42% |
$103K - $114K
|
102K
$27.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-433- 0.84% |
$103K - $114K
|
51.2K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-435- 4.12% |
$103K - $115K
|
10.1K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-440- 0.4% |
$105K - $116K
|
108K
$29.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-441- 3.6% |
$105K - $116K
|
11.8K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-450- 80.5% |
$107K - $119K
|
109
$29.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-453- 4.58% |
$108K - $120K
|
9.43K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-457- 2.82% |
$109K - $121K
|
15.7K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-463- 36.37% |
$110K - $122K
|
810
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-468- 13.56% |
$111K - $123K
|
2.98K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-468- 5.83% |
$111K - $123K
|
7.57K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 0.56% |
$112K - $124K
|
84.3K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-471- 11.17% |
$112K - $124K
|
3.75K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-473- 28.27% |
$112K - $125K
|
1.2K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-481- 12.78% |
$114K - $127K
|
3.28K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-495- 3.47% |
$118K - $131K
|
13.8K
$3.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-504- 1.71% |
$120K - $133K
|
29K
$7.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-505- 5.39% |
$120K - $133K
|
8.87K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-508- 33.07% |
$121K - $134K
|
1.03K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-511- 9.03% |
$122K - $135K
|
5.15K
$1.39M
|