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 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-670- 4.33% |
$175K - $191K
|
14.8K
$4.06M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-671- 2.72% |
$175K - $191K
|
24K
$6.59M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 9.74% |
$182K - $198K
|
6.44K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-705- 3.4% |
$184K - $201K
|
20K
$5.5M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-713- 5.73% |
$186K - $203K
|
11.7K
$3.22M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-732- 6.82% |
$191K - $208K
|
10K
$2.74M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-756- 17.21% |
$198K - $215K
|
3.64K
$998K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 2.62% |
$203K - $221K
|
28.9K
$7.91M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-785- 3.24% |
$205K - $223K
|
23.5K
$6.44M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-796- 0.67% |
$208K - $227K
|
119K
$32.6M
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-835- 1.0% |
$218K - $238K
|
82.5K
$22.6M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-844- 1.98% |
$221K - $240K
|
41.9K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-865- 0.66% |
$226K - $246K
|
130K
$35.6M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-918- 10.66% |
$240K - $261K
|
7.69K
$2.11M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-950- 1.0% |
$248K - $270K
|
94.4K
$25.9M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-957- 1.96% |
$250K - $272K
|
47.9K
$13.1M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-980- 37.63% |
$256K - $279K
|
1.62K
$445K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-994- 2.31% |
$260K - $283K
|
42K
$11.5M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.04K- 6.34% |
$273K - $297K
|
15.4K
$4.22M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.05K- 46.98% |
$275K - $299K
|
1.19K
$325K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 8.05% |
$283K - $308K
|
12.4K
$3.39M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.11K- 29.82% |
$289K - $315K
|
2.61K
$715K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.71% |
$312K - $340K
|
19.7K
$5.41M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$322K - $350K
|
55.5K
$15.2M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 10.75% |
$322K - $350K
|
10.2K
$2.8M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 30.27% |
$331K - $360K
|
2.92K
$800K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.28K- 43.38% |
$335K - $365K
|
1.67K
$459K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.36K- 4.05% |
$356K - $388K
|
32.3K
$8.85M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.39K- 3.26% |
$364K - $396K
|
41.3K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.46K- 4.53% |
$382K - $416K
|
30.8K
$8.44M
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.48K- 24.74% |
$386K - $420K
|
4.49K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.52K- 9.13% |
$396K - $431K
|
15.1K
$4.14M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.52K- 4.89% |
$397K - $433K
|
29.6K
$8.11M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.56K- 14.67% |
$407K - $443K
|
9.06K
$2.49M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.6K- 24.42% |
$419K - $457K
|
4.97K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.67K- 8.14% |
$437K - $476K
|
18.8K
$5.17M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.81K- 2.92% |
$473K - $514K
|
60K
$16.5M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.98K- 7.78% |
$519K - $565K
|
23.5K
$6.45M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.99K- 72.11% |
$521K - $567K
|
770
$211K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 18.98% |
$523K - $569K
|
8.54K
$2.34M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.1K- 15.27% |
$550K - $599K
|
11.7K
$3.2M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.1K- 5.78% |
$550K - $599K
|
34.3K
$9.4M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.21K- 45.86% |
$579K - $630K
|
2.61K
$717K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.24K- 2.48% |
$586K - $638K
|
88.2K
$24.2M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 2.34% |
$590K - $643K
|
94.2K
$25.8M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.27K- 4.7% |
$593K - $645K
|
46K
$12.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.48K- 0.67% |
$649K - $706K
|
366K
$100M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.51K- 26.59% |
$656K - $714K
|
6.92K
$1.9M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.63K- 2.05% |
$689K - $749K
|
126K
$34.5M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-2.76K- 2.24% |
$722K - $786K
|
120K
$33M
|