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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.76K+ 10.11% |
$2.08M - $2.31M
|
95.4K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.74KNew |
$2.08M - $2.31M
|
8.74K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.72KNew |
$2.07M - $2.3M
|
8.72K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.65K+ 120.23% |
$2.06M - $2.28M
|
15.9K
$4.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.63KNew |
$2.05M - $2.28M
|
8.63K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.46K+ 45.79% |
$2.01M - $2.23M
|
26.9K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.41K+ 318.89% |
$2M - $2.22M
|
11K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.35K+ 8.41% |
$1.99M - $2.2M
|
108K
$29M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.3K+ 238.07% |
$1.98M - $2.19M
|
11.8K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.19K+ 4.3% |
$1.95M - $2.16M
|
199K
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.19K+ 5.16% |
$1.95M - $2.16M
|
167K
$44.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
8.05K+ 585.45% |
$1.91M - $2.12M
|
9.43K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 0.21% |
$1.91M - $2.12M
|
3.88M
$1.04B
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.66K+ 48.19% |
$1.82M - $2.02M
|
23.6K
$6.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.54K+ 4.57% |
$1.79M - $1.99M
|
173K
$46.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.51K+ 126.61% |
$1.79M - $1.98M
|
13.4K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.5K+ 6.07% |
$1.78M - $1.98M
|
131K
$35.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.41K+ 8.53% |
$1.76M - $1.95M
|
94.3K
$25.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.28K+ 2.05% |
$1.73M - $1.92M
|
363K
$97.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
7.21KNew |
$1.71M - $1.9M
|
7.21K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.83K+ 4.84% |
$1.63M - $1.8M
|
148K
$39.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6.68K+ 2.07% |
$1.59M - $1.76M
|
329K
$88.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.65K+ 6.0% |
$1.58M - $1.76M
|
118K
$31.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.62K+ 2.67% |
$1.57M - $1.75M
|
254K
$68.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.59K+ 388.5% |
$1.57M - $1.74M
|
8.28K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.45K+ 42.43% |
$1.53M - $1.7M
|
21.6K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.22K+ 1.11% |
$1.48M - $1.64M
|
565K
$152M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.19K+ 103.48% |
$1.47M - $1.63M
|
12.2K
$3.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.16K+ 146.54% |
$1.47M - $1.63M
|
10.4K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.1KNew |
$1.45M - $1.61M
|
6.1K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.05K+ 164.18% |
$1.44M - $1.6M
|
9.74K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.03K+ 10.66% |
$1.43M - $1.59M
|
62.6K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.96K+ 2.65% |
$1.42M - $1.57M
|
230K
$62M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.96K+ 6.21% |
$1.42M - $1.57M
|
102K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.94K+ 26.93% |
$1.41M - $1.57M
|
28K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.88K+ 10.42% |
$1.4M - $1.55M
|
62.3K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 386.97% |
$1.38M - $1.53M
|
7.29K
$1.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.79K+ 29.52% |
$1.38M - $1.53M
|
25.4K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.79K+ 5.84% |
$1.38M - $1.53M
|
105K
$28.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.7K+ 64.18% |
$1.35M - $1.5M
|
14.6K
$3.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.63K+ 9.63% |
$1.34M - $1.49M
|
64.1K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.55K+ 19.64% |
$1.32M - $1.47M
|
33.8K
$9.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.48K+ 27.57% |
$1.3M - $1.45M
|
25.4K
$6.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$1.28M - $1.42M
|
5.38K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.29K+ 5.4% |
$1.26M - $1.39M
|
103K
$27.8M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.24K+ 17.98% |
$1.25M - $1.38M
|
34.4K
$9.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.23K+ 15.15% |
$1.24M - $1.38M
|
39.8K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
5.19K+ 213.23% |
$1.23M - $1.37M
|
7.62K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5.14KNew |
$1.22M - $1.36M
|
5.14K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$1.19M - $1.32M
|
5K
$1.35M
|