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
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-322- 5.59% |
$84.2K - $91.7K
|
5.44K
$1.51M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-323- 17.4% |
$84.5K - $91.9K
|
1.53K
$425K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-328- 2.67% |
$85.8K - $93.4K
|
12K
$3.31M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-329- 10.29% |
$86K - $93.6K
|
2.87K
$795K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-342- 2.18% |
$89.4K - $97.3K
|
15.4K
$4.26M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-352- 20.73% |
$92K - $100K
|
1.35K
$373K
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-359- 0.75% |
$93.9K - $102K
|
47.5K
$13.2M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-360- 5.0% |
$94.1K - $102K
|
6.85K
$1.9M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-361- 0.94% |
$94.4K - $103K
|
38.2K
$10.6M
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-366- 2.22% |
$95.7K - $104K
|
16.1K
$4.47M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-366- 15.83% |
$95.7K - $104K
|
1.95K
$540K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-374- 0.23% |
$97.8K - $106K
|
160K
$44.4M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-375- 2.51% |
$98.1K - $107K
|
14.6K
$4.04M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-375- 0.71% |
$98.1K - $107K
|
52.5K
$14.5M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-377- 13.88% |
$98.6K - $107K
|
2.34K
$649K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$82.9K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-384- 8.56% |
$100K - $109K
|
4.1K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-394- 2.9% |
$103K - $112K
|
13.2K
$3.66M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-403- 5.81% |
$105K - $115K
|
6.53K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-413- 21.39% |
$108K - $118K
|
1.52K
$421K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-420- 8.4% |
$110K - $120K
|
4.58K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-420- 1.71% |
$110K - $120K
|
24.1K
$6.68M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-421- 9.08% |
$110K - $120K
|
4.22K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-436- 0.47% |
$114K - $124K
|
92.7K
$25.7M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-438- 1.96% |
$115K - $125K
|
21.9K
$6.06M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-441- 3.51% |
$115K - $126K
|
12.1K
$3.36M
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-443- 4.46% |
$116K - $126K
|
9.5K
$2.63M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-447- 4.17% |
$117K - $127K
|
10.3K
$2.85M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-449- 0.17% |
$117K - $128K
|
268K
$74.3M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-451- 1.1% |
$118K - $128K
|
40.6K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-454- 27.8% |
$119K - $129K
|
1.18K
$327K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-471- 3.14% |
$123K - $134K
|
14.5K
$4.02M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-472- 14.37% |
$123K - $134K
|
2.81K
$780K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-479- 2.86% |
$125K - $136K
|
16.2K
$4.5M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-480- 7.5% |
$126K - $137K
|
5.92K
$1.64M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-481- 0.94% |
$126K - $137K
|
50.7K
$14.1M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-481- 21.35% |
$126K - $137K
|
1.77K
$491K
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-483- 32.99% |
$126K - $137K
|
981
$272K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-487- 19.34% |
$127K - $139K
|
2.03K
$563K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-488- 79.09% |
$128K - $139K
|
129
$35.8K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-492- 1.6% |
$129K - $140K
|
30.3K
$8.39M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 0.96% |
$131K - $143K
|
51.6K
$14.3M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-513- 3.43% |
$134K - $146K
|
14.4K
$4M
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-515- 0.54% |
$135K - $147K
|
94.6K
$26.2M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-544- 0.73% |
$142K - $155K
|
73.7K
$20.4M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-551- 24.29% |
$144K - $157K
|
1.72K
$476K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-560- 3.05% |
$146K - $159K
|
17.8K
$4.93M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-563- 12.0% |
$147K - $160K
|
4.13K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-578- 14.46% |
$151K - $165K
|
3.42K
$948K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-605- 4.41% |
$158K - $172K
|
13.1K
$3.64M
|