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 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 2.88% |
$6.54K - $7.12K
|
842
$231K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-25- 0.46% |
$6.54K - $7.12K
|
5.4K
$1.48M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 2.04% |
$6.54K - $7.12K
|
1.2K
$329K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-27- 3.13% |
$7.06K - $7.69K
|
837
$230K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28- 2.36% |
$7.32K - $7.97K
|
1.16K
$317K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28- 9.96% |
$7.32K - $7.97K
|
253
$69.4K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-28- 0.09% |
$7.32K - $7.97K
|
32K
$8.78M
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-28- 0.29% |
$7.32K - $7.97K
|
9.66K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-29- 0.3% |
$7.58K - $8.25K
|
9.71K
$2.66M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-29- 0.33% |
$7.58K - $8.25K
|
8.86K
$2.43M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-29- 1.44% |
$7.58K - $8.25K
|
1.98K
$543K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-30- 0.59% |
$7.85K - $8.54K
|
5.09K
$1.39M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.56% |
$7.85K - $8.54K
|
5.28K
$1.45M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-30- 0.67% |
$7.85K - $8.54K
|
4.48K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-32- 0.58% |
$8.37K - $9.11K
|
5.49K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-32- 0.45% |
$8.37K - $9.11K
|
7.07K
$1.94M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-34- 0.84% |
$8.89K - $9.68K
|
3.99K
$1.09M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-34- 0.42% |
$8.89K - $9.68K
|
8.03K
$2.2M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-36- 2.83% |
$9.41K - $10.2K
|
1.24K
$339K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-37- 23.87% |
$9.68K - $10.5K
|
118
$32.4K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-38- 1.34% |
$9.94K - $10.8K
|
2.79K
$766K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-40- 1.28% |
$10.5K - $11.4K
|
3.08K
$844K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-40- 2.97% |
$10.5K - $11.4K
|
1.31K
$358K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-41- 1.78% |
$10.7K - $11.7K
|
2.26K
$619K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-41- 0.22% |
$10.7K - $11.7K
|
18.3K
$5.02M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.47% |
$10.7K - $11.7K
|
8.61K
$2.36M
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-41- 7.21% |
$10.7K - $11.7K
|
528
$145K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-42- 0.82% |
$11K - $12K
|
5.06K
$1.39M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-42- 2.2% |
$11K - $12K
|
1.87K
$512K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 3.15% |
$11.8K - $12.8K
|
1.38K
$379K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 4.52% |
$12K - $13.1K
|
972
$267K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-47- 0.2% |
$12.3K - $13.4K
|
24K
$6.58M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-47- 2.77% |
$12.3K - $13.4K
|
1.65K
$453K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-48- 1.7% |
$12.6K - $13.7K
|
2.78K
$762K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-50- 4.66% |
$13.1K - $14.2K
|
1.02K
$280K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 2.14% |
$13.3K - $14.5K
|
2.33K
$639K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-51- 1.7% |
$13.3K - $14.5K
|
2.94K
$807K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-53- 2.03% |
$13.9K - $15.1K
|
2.56K
$703K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-53- 0.71% |
$13.9K - $15.1K
|
7.37K
$2.02M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-57- 0.25% |
$14.9K - $16.2K
|
22.7K
$6.23M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-57- 0.65% |
$14.9K - $16.2K
|
8.68K
$2.38M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-58- 3.9% |
$15.2K - $16.5K
|
1.43K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-58- 2.73% |
$15.2K - $16.5K
|
2.07K
$567K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-59- 3.06% |
$15.4K - $16.8K
|
1.87K
$512K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-60- 3.04% |
$15.7K - $17.1K
|
1.91K
$524K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-64- 0.2% |
$16.7K - $18.2K
|
31.9K
$8.74M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-65- 6.02% |
$17K - $18.5K
|
1.01K
$278K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-67- 2.7% |
$17.5K - $19.1K
|
2.41K
$662K
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-71- 2.7% |
$18.6K - $20.2K
|
2.56K
$701K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 1.07% |
$18.6K - $20.2K
|
6.56K
$1.8M
|