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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-384- 8.56% |
$100K - $109K
|
4.1K
$1.11M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-394- 2.9% |
$103K - $112K
|
13.2K
$3.57M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-401- 0.7% |
$105K - $114K
|
56.7K
$15.3M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-403- 5.81% |
$105K - $115K
|
6.53K
$1.77M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-407- 4.57% |
$106K - $116K
|
8.51K
$2.3M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-413- 21.39% |
$108K - $118K
|
1.52K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-414- 15.15% |
$108K - $118K
|
2.32K
$627K
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-417- 35.28% |
$109K - $119K
|
765
$207K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-420- 8.4% |
$110K - $120K
|
4.58K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-420- 1.71% |
$110K - $120K
|
24.1K
$6.52M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-421- 9.08% |
$110K - $120K
|
4.22K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-426- 10.89% |
$111K - $121K
|
3.49K
$942K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-436- 0.47% |
$114K - $124K
|
92.7K
$25.1M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-436- 6.98% |
$114K - $124K
|
5.81K
$1.57M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-438- 1.96% |
$115K - $125K
|
21.9K
$5.91M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-441- 3.51% |
$115K - $126K
|
12.1K
$3.27M
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-443- 4.46% |
$116K - $126K
|
9.5K
$2.57M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-447- 4.17% |
$117K - $127K
|
10.3K
$2.78M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-449- 0.17% |
$117K - $128K
|
268K
$72.5M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-451- 1.1% |
$118K - $128K
|
40.6K
$11M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-454- 27.8% |
$119K - $129K
|
1.18K
$319K
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-454- 3.81% |
$119K - $129K
|
11.5K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-463- 1.1% |
$121K - $132K
|
41.8K
$11.3M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-471- 3.14% |
$123K - $134K
|
14.5K
$3.92M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-472- 14.37% |
$123K - $134K
|
2.81K
$760K
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
SELL
|
- |
-476- 0.98% |
$124K - $135K
|
48K
$13M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-479- 2.86% |
$125K - $136K
|
16.2K
$4.39M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-480- 7.5% |
$126K - $137K
|
5.92K
$1.6M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-481- 0.94% |
$126K - $137K
|
50.7K
$13.7M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-481- 21.35% |
$126K - $137K
|
1.77K
$479K
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-483- 32.99% |
$126K - $137K
|
981
$265K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-487- 19.34% |
$127K - $139K
|
2.03K
$549K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-488- 79.09% |
$128K - $139K
|
129
$34.9K
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-492- 1.6% |
$129K - $140K
|
30.3K
$8.19M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 0.96% |
$131K - $143K
|
51.6K
$14M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-513- 3.43% |
$134K - $146K
|
14.4K
$3.9M
|
|
Jan 13, 2025
Q4 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-515- 0.54% |
$135K - $147K
|
94.6K
$25.6M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 1.37% |
$142K - $155K
|
39.2K
$10.6M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-544- 0.73% |
$142K - $155K
|
73.7K
$19.9M
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-546- 36.64% |
$143K - $155K
|
944
$255K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-551- 24.29% |
$144K - $157K
|
1.72K
$464K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-560- 3.05% |
$146K - $159K
|
17.8K
$4.81M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-563- 12.0% |
$147K - $160K
|
4.13K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-563- 0.17% |
$147K - $160K
|
337K
$91.2M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-569- 3.98% |
$149K - $162K
|
13.7K
$3.71M
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-578- 14.46% |
$151K - $165K
|
3.42K
$925K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-594- 0.67% |
$155K - $169K
|
87.4K
$23.6M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-605- 4.41% |
$158K - $172K
|
13.1K
$3.55M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-606- 18.01% |
$158K - $172K
|
2.76K
$746K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-609- 14.0% |
$159K - $173K
|
3.74K
$1.01M
|