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 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.96K+ 6.89% |
$1.18M - $1.31M
|
77K
$20.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.94KNew |
$1.18M - $1.3M
|
4.94K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.93K+ 4.61% |
$1.17M - $1.3M
|
112K
$30.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.89K+ 16.85% |
$1.16M - $1.29M
|
33.9K
$9.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.87K+ 39.6% |
$1.16M - $1.28M
|
17.2K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.86K+ 246.32% |
$1.15M - $1.28M
|
6.83K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.81KNew |
$1.14M - $1.27M
|
4.81K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
4.8K+ 2309.13% |
$1.14M - $1.27M
|
5.01K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.73K+ 5.67% |
$1.12M - $1.25M
|
88K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.63K+ 361.33% |
$1.1M - $1.22M
|
5.91K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.62K+ 53.74% |
$1.1M - $1.22M
|
13.2K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.62K+ 25.43% |
$1.1M - $1.22M
|
22.8K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.61K+ 5.87% |
$1.1M - $1.22M
|
83.2K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 34.34% |
$1.08M - $1.2M
|
17.7K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.41K+ 20.11% |
$1.05M - $1.16M
|
26.3K
$7.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.4K+ 46.99% |
$1.05M - $1.16M
|
13.8K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.16K+ 23.23% |
$989K - $1.1M
|
22.1K
$5.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.1K+ 1.31% |
$974K - $1.08M
|
317K
$85.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.09K+ 10.3% |
$972K - $1.08M
|
43.8K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
4.07K+ 2.36% |
$969K - $1.07M
|
176K
$47.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
3.99KNew |
$948K - $1.05M
|
3.99K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.94K+ 10.58% |
$937K - $1.04M
|
41.2K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.88K+ 2.78% |
$923K - $1.02M
|
143K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.87K+ 4.28% |
$921K - $1.02M
|
94.4K
$25.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 13.8% |
$919K - $1.02M
|
31.9K
$8.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 68.13% |
$915K - $1.01M
|
9.49K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.85K+ 1.65% |
$914K - $1.01M
|
236K
$63.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.84KNew |
$912K - $1.01M
|
3.84K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.76K+ 45.04% |
$895K - $993K
|
12.1K
$3.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75K+ 1.98% |
$891K - $989K
|
193K
$52M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.74K+ 10.56% |
$890K - $987K
|
39.2K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.72K+ 21.67% |
$886K - $983K
|
20.9K
$5.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.59K+ 2.58% |
$854K - $947K
|
143K
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.58K+ 8.81% |
$852K - $946K
|
44.3K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.54K+ 8.95% |
$842K - $934K
|
43.1K
$11.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.51K+ 7.45% |
$835K - $926K
|
50.6K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.49K+ 5.8% |
$830K - $921K
|
63.6K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.45K+ 1.38% |
$821K - $910K
|
253K
$68.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.42K+ 0.58% |
$814K - $903K
|
598K
$161M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.4K+ 88.58% |
$810K - $898K
|
7.25K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.36K+ 9.66% |
$798K - $885K
|
38.1K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.33K+ 5.11% |
$792K - $878K
|
68.4K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.31K+ 11.45% |
$787K - $872K
|
32.2K
$8.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.27K+ 1.69% |
$777K - $862K
|
196K
$52.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.23K+ 7.92% |
$767K - $851K
|
44K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 61.16% |
$754K - $837K
|
8.36K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.17K+ 17.32% |
$753K - $836K
|
21.5K
$5.77M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.14K+ 999.36% |
$746K - $828K
|
3.45K
$929K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.12K+ 18.46% |
$742K - $823K
|
20K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.12K+ 6.63% |
$742K - $823K
|
50.2K
$13.5M
|