Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
292K+ 26575.16% |
$76.4M - $83.1M
|
293K
$81.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
53.8K+ 45.05% |
$14.1M - $15.3M
|
173K
$48M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
52KNew |
$13.6M - $14.8M
|
52K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
49.1K+ 33.15% |
$12.8M - $14M
|
197K
$54.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
49KNew |
$12.8M - $13.9M
|
49K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30.3K+ 6.24% |
$7.93M - $8.64M
|
517K
$143M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
26.2KNew |
$6.85M - $7.46M
|
26.2K
$7.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
23.6KNew |
$6.16M - $6.71M
|
23.6K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.2K+ 80.12% |
$6.08M - $6.61M
|
52.2K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
19.5KNew |
$5.09M - $5.54M
|
19.5K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.5K+ 57.5% |
$5.09M - $5.54M
|
53.3K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
19.3K+ 132.68% |
$5.06M - $5.5M
|
33.9K
$9.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
19.1KNew |
$5M - $5.45M
|
19.1K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17.8K+ 4.89% |
$4.65M - $5.06M
|
382K
$106M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
16KNew |
$4.19M - $4.56M
|
16K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$4.15M - $4.52M
|
15.9K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14.7KNew |
$3.86M - $4.2M
|
14.7K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
14.6K+ 60.99% |
$3.83M - $4.17M
|
38.6K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.6K+ 127.39% |
$3.81M - $4.15M
|
26K
$7.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
14.2KNew |
$3.7M - $4.03M
|
14.2K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2K+ 12.89% |
$3.18M - $3.46M
|
107K
$29.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11.5KNew |
$3M - $3.26M
|
11.5K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
11.3K+ 114.41% |
$2.95M - $3.21M
|
21.1K
$5.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.1KNew |
$2.91M - $3.17M
|
11.1K
$3.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.8K+ 91.36% |
$2.82M - $3.07M
|
22.6K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.85K+ 27.18% |
$2.58M - $2.8M
|
46.1K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.78K+ 15.11% |
$2.3M - $2.5M
|
66.9K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
8.77K+ 113.82% |
$2.29M - $2.5M
|
16.5K
$4.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.55K+ 9.07% |
$2.24M - $2.43M
|
103K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7.94K+ 9.12% |
$2.08M - $2.26M
|
94.9K
$26.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.79K+ 12.16% |
$2.04M - $2.22M
|
71.9K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.62K+ 281.91% |
$1.99M - $2.17M
|
10.3K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.11K+ 14.05% |
$1.86M - $2.02M
|
57.7K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.99K+ 27.76% |
$1.83M - $1.99M
|
32.2K
$8.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.67KNew |
$1.75M - $1.9M
|
6.67K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.64K+ 20.89% |
$1.74M - $1.89M
|
38.4K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
6.56KNew |
$1.72M - $1.87M
|
6.56K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.21K+ 9.93% |
$1.62M - $1.77M
|
68.8K
$19.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.16K+ 19.7% |
$1.61M - $1.75M
|
37.4K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14K+ 1.86% |
$1.61M - $1.75M
|
337K
$93.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.11K+ 58.97% |
$1.6M - $1.74M
|
16.5K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.29K+ 15.37% |
$1.38M - $1.51M
|
39.7K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 27.47% |
$1.37M - $1.49M
|
24.3K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.23K+ 3.29% |
$1.37M - $1.49M
|
164K
$45.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.12K+ 11.64% |
$1.34M - $1.46M
|
49.1K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.97KNew |
$1.3M - $1.41M
|
4.97K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.61K+ 1.34% |
$1.21M - $1.31M
|
350K
$97M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.55K+ 7.26% |
$1.19M - $1.29M
|
67.2K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.46K+ 8.61% |
$1.17M - $1.27M
|
56.2K
$15.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 3.05% |
$1.14M - $1.24M
|
147K
$40.8M
|