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 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.3K+ 8.1% |
$2.68M - $2.92M
|
137K
$37.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.1KNew |
$2.65M - $2.88M
|
10.1K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.85K+ 27.18% |
$2.58M - $2.8M
|
46.1K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.01K+ 665.29% |
$2.36M - $2.56M
|
10.4K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.78K+ 15.11% |
$2.3M - $2.5M
|
66.9K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
8.77K+ 113.82% |
$2.29M - $2.5M
|
16.5K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.57K+ 8.31% |
$2.24M - $2.44M
|
112K
$30.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.55K+ 9.07% |
$2.24M - $2.43M
|
103K
$28.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7.94K+ 9.12% |
$2.08M - $2.26M
|
94.9K
$26.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.79K+ 12.16% |
$2.04M - $2.22M
|
71.9K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
7.73KNew |
$2.02M - $2.2M
|
7.73K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.62K+ 281.91% |
$1.99M - $2.17M
|
10.3K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.11K+ 14.05% |
$1.86M - $2.02M
|
57.7K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.08K+ 4.38% |
$1.85M - $2.01M
|
169K
$46.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.99K+ 27.76% |
$1.83M - $1.99M
|
32.2K
$8.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 12.09% |
$1.77M - $1.93M
|
62.7K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.67KNew |
$1.75M - $1.9M
|
6.67K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.64K+ 20.89% |
$1.74M - $1.89M
|
38.4K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
6.56KNew |
$1.72M - $1.87M
|
6.56K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.21K+ 9.93% |
$1.62M - $1.77M
|
68.8K
$18.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.16K+ 19.7% |
$1.61M - $1.75M
|
37.4K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.14K+ 1.86% |
$1.61M - $1.75M
|
337K
$92.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.11K+ 58.97% |
$1.6M - $1.74M
|
16.5K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.09K+ 1.1% |
$1.59M - $1.73M
|
557K
$153M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.06K+ 3.08% |
$1.58M - $1.72M
|
203K
$55.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03KNew |
$1.58M - $1.72M
|
6.03K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.83KNew |
$1.52M - $1.66M
|
5.83K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.67K+ 2.2% |
$1.48M - $1.61M
|
263K
$72.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.34K+ 201.28% |
$1.4M - $1.52M
|
7.99K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.29K+ 15.37% |
$1.38M - $1.51M
|
39.7K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 27.47% |
$1.37M - $1.49M
|
24.3K
$6.7M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.23K+ 3.29% |
$1.37M - $1.49M
|
164K
$45.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.18K+ 238.55% |
$1.35M - $1.47M
|
7.35K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.12K+ 11.64% |
$1.34M - $1.46M
|
49.1K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.12K+ 56.67% |
$1.34M - $1.46M
|
14.1K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.97KNew |
$1.3M - $1.41M
|
4.97K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.61K+ 1.34% |
$1.21M - $1.31M
|
350K
$96.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.61K+ 1.81% |
$1.21M - $1.31M
|
259K
$71.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.55K+ 7.26% |
$1.19M - $1.29M
|
67.2K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.46K+ 8.61% |
$1.17M - $1.27M
|
56.2K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.42KNew |
$1.16M - $1.26M
|
4.42K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 3.05% |
$1.14M - $1.24M
|
147K
$40.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$1.13M - $1.23M
|
4.33K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.25K+ 16.55% |
$1.11M - $1.21M
|
29.9K
$8.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$1.08M - $1.17M
|
4.12K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
4.12K+ 13.21% |
$1.08M - $1.17M
|
35.3K
$9.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 15.55% |
$1.03M - $1.12M
|
29.3K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.9KNew |
$1.02M - $1.11M
|
3.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.83K+ 2.17% |
$1M - $1.09M
|
180K
$49.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.82K+ 31.66% |
$999K - $1.09M
|
15.9K
$4.37M
|