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
|
Kingfisher Capital LLC
|
SELL
|
- |
-453- 4.58% |
$108K - $120K
|
9.43K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-457- 2.82% |
$109K - $121K
|
15.7K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-463- 36.37% |
$110K - $122K
|
810
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-468- 13.56% |
$111K - $123K
|
2.98K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-468- 5.83% |
$111K - $123K
|
7.57K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 0.56% |
$112K - $124K
|
84.3K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-471- 11.17% |
$112K - $124K
|
3.75K
$963K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-473- 28.27% |
$112K - $125K
|
1.2K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-481- 12.78% |
$114K - $127K
|
3.28K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-495- 3.47% |
$118K - $131K
|
13.8K
$3.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-504- 1.71% |
$120K - $133K
|
29K
$7.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-505- 5.39% |
$120K - $133K
|
8.87K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-508- 33.07% |
$121K - $134K
|
1.03K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-511- 9.03% |
$122K - $135K
|
5.15K
$1.32M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-513- 4.22% |
$122K - $135K
|
11.6K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-515- 14.18% |
$122K - $136K
|
3.12K
$801K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-528- 0.8% |
$126K - $139K
|
65.5K
$16.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-531- 4.71% |
$126K - $140K
|
10.7K
$2.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-538- 13.13% |
$128K - $142K
|
3.56K
$915K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-540- 2.18% |
$128K - $142K
|
24.3K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-540- 22.42% |
$128K - $142K
|
1.87K
$481K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-542- 2.55% |
$129K - $143K
|
20.7K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-545- 7.84% |
$130K - $144K
|
6.41K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-550- 86.21% |
$131K - $145K
|
88
$22.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-561- 25.92% |
$133K - $148K
|
1.6K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-571- 19.72% |
$136K - $151K
|
2.32K
$598K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-571- 24.1% |
$136K - $151K
|
1.8K
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-574- 2.85% |
$137K - $151K
|
19.6K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-578- 0.6% |
$137K - $152K
|
95.3K
$24.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-581- 12.0% |
$138K - $153K
|
4.26K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-584- 1.25% |
$139K - $154K
|
46.2K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-588- 5.09% |
$140K - $155K
|
11K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-605- 13.75% |
$144K - $160K
|
3.79K
$976K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-607- 2.01% |
$144K - $160K
|
29.6K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-612- 42.21% |
$146K - $161K
|
838
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-621- 4.2% |
$148K - $164K
|
14.2K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-627- 9.41% |
$149K - $165K
|
6.03K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-635- 1.75% |
$151K - $168K
|
35.7K
$9.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-639- 1.81% |
$152K - $169K
|
34.6K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-646- 3.61% |
$154K - $170K
|
17.2K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-659- 0.95% |
$157K - $174K
|
68.5K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-668- 0.95% |
$159K - $176K
|
69.6K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-671- 2.79% |
$160K - $177K
|
23.4K
$6.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-677- 3.19% |
$161K - $179K
|
20.5K
$5.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-678- 39.86% |
$161K - $179K
|
1.02K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-690- 2.33% |
$164K - $182K
|
28.9K
$7.43M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-710- 4.52% |
$169K - $187K
|
15K
$3.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-711- 7.39% |
$169K - $188K
|
8.91K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-715- 1.23% |
$170K - $189K
|
57.2K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-742- 1.21% |
$176K - $196K
|
60.5K
$15.6M
|