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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.83K+ 35.92% |
$477K - $519K
|
6.91K
$1.89M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.82K+ 5.97% |
$475K - $517K
|
32.2K
$8.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.77K+ 6.47% |
$464K - $505K
|
29.2K
$8.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.76K+ 40.65% |
$461K - $502K
|
6.1K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.72K+ 3.44% |
$450K - $489K
|
51.7K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 36.98% |
$446K - $486K
|
6.32K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.7KNew |
$444K - $483K
|
1.7K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.66K+ 4.96% |
$435K - $473K
|
35.2K
$9.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 2.53% |
$432K - $470K
|
67.1K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.63K+ 3.26% |
$425K - $463K
|
51.5K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.6KNew |
$417K - $454K
|
1.6K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.58K+ 31.55% |
$413K - $450K
|
6.59K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.57K+ 3.05% |
$411K - $447K
|
53K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.56K+ 4.79% |
$408K - $445K
|
34.2K
$9.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.55K+ 7.96% |
$405K - $441K
|
21K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.51KNew |
$396K - $431K
|
1.51K
$415K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 1.06% |
$386K - $420K
|
141K
$38.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.48K+ 15.65% |
$386K - $420K
|
10.9K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.43K+ 11.42% |
$375K - $408K
|
14K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.42KNew |
$371K - $403K
|
1.42K
$389K
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.41K+ 3.31% |
$368K - $400K
|
43.9K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.41KNew |
$368K - $400K
|
1.41K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 6.1% |
$364K - $396K
|
24.2K
$6.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.37KNew |
$359K - $390K
|
1.37K
$376K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.37K+ 19.09% |
$358K - $389K
|
8.54K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.3K+ 31.51% |
$339K - $369K
|
5.41K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.29K+ 158.72% |
$338K - $368K
|
2.11K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.29KNew |
$337K - $367K
|
1.29K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26K+ 43.55% |
$330K - $359K
|
4.16K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.25KNew |
$327K - $356K
|
1.25K
$343K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.25K+ 11.44% |
$326K - $355K
|
12.1K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.24K+ 3.65% |
$323K - $352K
|
35.1K
$9.62M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 26.52% |
$312K - $340K
|
5.69K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.17KNew |
$307K - $334K
|
1.17K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.16K+ 16.79% |
$304K - $330K
|
8.08K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.15KNew |
$301K - $328K
|
1.15K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 4.48% |
$297K - $324K
|
26.5K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 20.72% |
$292K - $318K
|
6.51K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.11K+ 4.5% |
$290K - $316K
|
25.8K
$7.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.11K+ 15.39% |
$290K - $316K
|
8.31K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.1KNew |
$287K - $312K
|
1.1K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.08K+ 6.67% |
$283K - $308K
|
17.3K
$4.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.07K+ 13.17% |
$279K - $304K
|
9.18K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.07K+ 0.79% |
$279K - $304K
|
136K
$37.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.04K+ 1.55% |
$271K - $295K
|
68.2K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.04K+ 22.6% |
$271K - $295K
|
5.62K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.03KNew |
$270K - $294K
|
1.03K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.03K+ 7.63% |
$269K - $292K
|
14.5K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 3.02% |
$267K - $290K
|
34.8K
$9.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
992New |
$259K - $282K
|
992
$272K
|