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 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$737K - $818K
|
3.1K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.04K+ 11.71% |
$722K - $801K
|
29K
$7.79M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.99K+ 53.1% |
$710K - $788K
|
8.61K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 50.16% |
$709K - $786K
|
8.92K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.95KNew |
$702K - $779K
|
2.95K
$794K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.95K+ 4.07% |
$701K - $778K
|
75.4K
$20.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.94K+ 0.8% |
$699K - $775K
|
369K
$99.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
2.88K+ 24.58% |
$684K - $759K
|
14.6K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.84K+ 4.32% |
$676K - $750K
|
68.6K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.77K+ 20.53% |
$658K - $729K
|
16.2K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68K+ 10.25% |
$636K - $706K
|
28.8K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.66K+ 26.04% |
$632K - $701K
|
12.9K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$612K - $679K
|
2.57K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.55K+ 79.3% |
$606K - $672K
|
5.76K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.5K+ 6.72% |
$595K - $660K
|
39.8K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.5K+ 0.96% |
$595K - $660K
|
264K
$71M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.45K+ 97.45% |
$582K - $645K
|
4.95K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.44KNew |
$581K - $644K
|
2.44K
$657K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.41K+ 5.84% |
$573K - $635K
|
43.6K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.38K+ 8.66% |
$566K - $627K
|
29.8K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.36K+ 4.05% |
$562K - $623K
|
60.6K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.32K+ 19.98% |
$551K - $611K
|
13.9K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.31K+ 4.7% |
$549K - $609K
|
51.4K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.3K+ 2.59% |
$548K - $608K
|
91.1K
$24.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.28K+ 81.85% |
$542K - $601K
|
5.06K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.27K+ 5.28% |
$541K - $600K
|
45.3K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.27K+ 6.12% |
$540K - $599K
|
39.4K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.26K+ 1.3% |
$538K - $597K
|
177K
$47.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.25K+ 55.71% |
$534K - $592K
|
6.28K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.23K+ 70.17% |
$529K - $587K
|
5.4K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.21K+ 3.72% |
$526K - $584K
|
61.6K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.17KNew |
$516K - $573K
|
2.17K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.17KNew |
$516K - $573K
|
2.17K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.16K+ 3.32% |
$513K - $569K
|
67.1K
$18.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.15K+ 80.43% |
$512K - $568K
|
4.83K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.15K+ 84.27% |
$511K - $567K
|
4.7K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.13KNew |
$506K - $561K
|
2.13K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.11K+ 4.76% |
$502K - $557K
|
46.5K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.11KNew |
$501K - $555K
|
2.11K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.09K+ 107.13% |
$497K - $551K
|
4.04K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.05K+ 16.27% |
$489K - $542K
|
14.7K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.05K+ 5.29% |
$489K - $542K
|
40.9K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 7.02% |
$488K - $541K
|
31.3K
$8.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.05K+ 11.76% |
$487K - $541K
|
19.5K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.05KNew |
$487K - $540K
|
2.05K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2KNew |
$476K - $528K
|
2K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.98KNew |
$470K - $521K
|
1.98K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.96K+ 9.68% |
$466K - $517K
|
22.2K
$5.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.96K+ 226.65% |
$465K - $516K
|
2.82K
$758K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.93KNew |
$459K - $509K
|
1.93K
$519K
|