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 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.04K+ 1.76% |
$247K - $274K
|
60.1K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.04K+ 4.02% |
$247K - $274K
|
26.9K
$7.23M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02K+ 16.53% |
$243K - $270K
|
7.21K
$1.94M
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.02KNew |
$241K - $268K
|
1.02K
$273K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
998+ 133.24% |
$237K - $263K
|
1.75K
$470K
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
997+ 4.33% |
$237K - $263K
|
24K
$6.46M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
990+ 275.0% |
$235K - $261K
|
1.35K
$363K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
985+ 48.91% |
$234K - $260K
|
3K
$807K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
967+ 0.43% |
$230K - $255K
|
226K
$60.8M
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
965+ 2.96% |
$230K - $255K
|
33.5K
$9.03M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
946New |
$225K - $250K
|
946
$255K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
943+ 29.51% |
$224K - $249K
|
4.14K
$1.11M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
941+ 2.69% |
$224K - $248K
|
36K
$9.68M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
937+ 42.98% |
$223K - $247K
|
3.12K
$839K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
935+ 11.98% |
$222K - $247K
|
8.74K
$2.35M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
931+ 8.42% |
$221K - $246K
|
12K
$3.23M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
926+ 0.67% |
$220K - $244K
|
140K
$37.6M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
922+ 263.43% |
$219K - $243K
|
1.27K
$342K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
921+ 1.8% |
$219K - $243K
|
52.1K
$14M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
918+ 2.24% |
$218K - $242K
|
41.8K
$11.2M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
916+ 3.88% |
$218K - $242K
|
24.5K
$6.6M
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
916+ 18.88% |
$218K - $242K
|
5.77K
$1.55M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
912+ 7.22% |
$217K - $241K
|
13.5K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
909+ 95.79% |
$216K - $240K
|
1.86K
$500K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
906+ 0.76% |
$215K - $239K
|
120K
$32.2M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
895+ 84.67% |
$213K - $236K
|
1.95K
$525K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
895+ 12.04% |
$213K - $236K
|
8.33K
$2.24M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
893+ 9.47% |
$212K - $236K
|
10.3K
$2.78M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
891+ 3.94% |
$212K - $235K
|
23.5K
$6.32M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
886+ 93.56% |
$211K - $234K
|
1.83K
$493K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
885+ 14.4% |
$210K - $233K
|
7.03K
$1.89M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
883+ 0.56% |
$210K - $233K
|
159K
$42.8M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
879+ 2.26% |
$209K - $232K
|
39.7K
$10.7M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
874New |
$208K - $231K
|
874
$235K
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
874New |
$208K - $231K
|
874
$235K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
870+ 60.8% |
$207K - $230K
|
2.3K
$619K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
865+ 5.0% |
$206K - $228K
|
18.2K
$4.89M
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
864New |
$205K - $228K
|
864
$232K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
860New |
$205K - $227K
|
860
$231K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
859+ 2.74% |
$204K - $227K
|
32.2K
$8.66M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
859New |
$204K - $227K
|
859
$231K
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
857New |
$204K - $226K
|
857
$231K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
853New |
$203K - $225K
|
853
$230K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
850+ 10.25% |
$202K - $224K
|
9.14K
$2.46M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 1.65% |
$201K - $223K
|
52.1K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
840+ 16.61% |
$200K - $222K
|
5.9K
$1.59M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
836+ 27.68% |
$199K - $221K
|
3.86K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
836+ 9.41% |
$199K - $221K
|
9.72K
$2.62M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
829New |
$197K - $219K
|
829
$223K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
825New |
$196K - $218K
|
825
$222K
|