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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-92- 1.8% |
$24.1K - $26.2K
|
5.03K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-93- 0.93% |
$24.3K - $26.5K
|
9.86K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-93- 0.1% |
$24.3K - $26.5K
|
94.6K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-94- 10.21% |
$24.6K - $26.8K
|
827
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-94- 0.89% |
$24.6K - $26.8K
|
10.4K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 12.5% |
$24.6K - $26.8K
|
658
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-98- 2.8% |
$25.6K - $27.9K
|
3.4K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-98- 1.3% |
$25.6K - $27.9K
|
7.45K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-99- 0.6% |
$25.9K - $28.2K
|
16.5K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 18.42% |
$26.2K - $28.5K
|
443
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-100- 1.98% |
$26.2K - $28.5K
|
4.96K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-100- 0.28% |
$26.2K - $28.5K
|
35.3K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-100- 1.09% |
$26.2K - $28.5K
|
9.07K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-102- 6.28% |
$26.7K - $29K
|
1.52K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-106- 0.87% |
$27.7K - $30.2K
|
12.1K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-107- 35.91% |
$28K - $30.5K
|
191
$55.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-107- 0.98% |
$28K - $30.5K
|
10.8K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-109- 11.76% |
$28.5K - $31K
|
818
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-110- 3.45% |
$28.8K - $31.3K
|
3.08K
$901K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-110- 2.2% |
$28.8K - $31.3K
|
4.89K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-110- 1.11% |
$28.8K - $31.3K
|
9.8K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-110- 0.49% |
$28.8K - $31.3K
|
22.4K
$6.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-110- 0.86% |
$28.8K - $31.3K
|
12.7K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-111- 5.81% |
$29K - $31.6K
|
1.8K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-112- 2.92% |
$29.3K - $31.9K
|
3.72K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-112- 1.44% |
$29.3K - $31.9K
|
7.66K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-113- 5.79% |
$29.5K - $32.2K
|
1.84K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-113- 93.39% |
$29.5K - $32.2K
|
8
$2.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-114- 1.04% |
$29.8K - $32.4K
|
10.9K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-115- 1.02% |
$30.1K - $32.7K
|
11.2K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 4.65% |
$30.1K - $32.7K
|
2.36K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-118- 0.27% |
$30.9K - $33.6K
|
44K
$12.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-120- 3.42% |
$31.4K - $34.2K
|
3.39K
$991K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122- 1.37% |
$31.9K - $34.7K
|
8.8K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-126- 0.47% |
$32.9K - $35.9K
|
26.9K
$7.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-129- 2.95% |
$33.7K - $36.7K
|
4.24K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.7% |
$34K - $37K
|
2.15K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-130- 9.75% |
$34K - $37K
|
1.2K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-133- 5.42% |
$34.8K - $37.9K
|
2.32K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 4.2% |
$35K - $38.1K
|
3.05K
$893K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-135- 49.27% |
$35.3K - $38.4K
|
139
$40.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.98% |
$35.3K - $38.4K
|
13.6K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-136- 2.75% |
$35.6K - $38.7K
|
4.81K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-136- 2.5% |
$35.6K - $38.7K
|
5.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-137- 5.68% |
$35.8K - $39K
|
2.28K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-138- 3.59% |
$36.1K - $39.3K
|
3.7K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.6% |
$36.3K - $39.6K
|
5.21K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-139- 1.29% |
$36.3K - $39.6K
|
10.6K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-140- 0.68% |
$36.6K - $39.8K
|
20.5K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-142- 12.21% |
$37.1K - $40.4K
|
1.02K
$299K
|