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 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-314- 18.37% |
$82.1K - $89.4K
|
1.4K
$408K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-315- 9.72% |
$82.4K - $89.7K
|
2.93K
$856K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-315- 2.22% |
$82.4K - $89.7K
|
13.9K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-318- 3.93% |
$83.2K - $90.5K
|
7.77K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-320- 97.86% |
$83.7K - $91.1K
|
7
$2.05K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-322- 5.59% |
$84.2K - $91.7K
|
5.44K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-323- 17.4% |
$84.5K - $91.9K
|
1.53K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-325- 0.8% |
$85K - $92.5K
|
40.5K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-328- 2.67% |
$85.8K - $93.4K
|
12K
$3.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-329- 10.29% |
$86K - $93.6K
|
2.87K
$839K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-330- 1.46% |
$86.3K - $93.9K
|
22.3K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-331- 5.16% |
$86.6K - $94.2K
|
6.08K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-337- 2.44% |
$88.1K - $95.9K
|
13.5K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-340- 10.62% |
$88.9K - $96.8K
|
2.86K
$837K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-341- 0.97% |
$89.2K - $97.1K
|
35K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-342- 2.18% |
$89.4K - $97.3K
|
15.4K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-352- 20.73% |
$92K - $100K
|
1.35K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-355- 6.02% |
$92.8K - $101K
|
5.54K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-356- 0.4% |
$93.1K - $101K
|
88.7K
$25.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-359- 0.75% |
$93.9K - $102K
|
47.5K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-360- 5.0% |
$94.1K - $102K
|
6.85K
$2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-361- 0.94% |
$94.4K - $103K
|
38.2K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-361- 2.99% |
$94.4K - $103K
|
11.7K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-366- 2.22% |
$95.7K - $104K
|
16.1K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-366- 15.83% |
$95.7K - $104K
|
1.95K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-367- 67.84% |
$96K - $104K
|
174
$50.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-374- 0.23% |
$97.8K - $106K
|
160K
$46.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-375- 2.51% |
$98.1K - $107K
|
14.6K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-375- 0.71% |
$98.1K - $107K
|
52.5K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-377- 13.88% |
$98.6K - $107K
|
2.34K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-378- 3.56% |
$98.8K - $108K
|
10.2K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-378- 8.22% |
$98.8K - $108K
|
4.22K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$87.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-380- 3.17% |
$99.4K - $108K
|
11.6K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-380- 2.78% |
$99.4K - $108K
|
13.3K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-384- 8.56% |
$100K - $109K
|
4.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-394- 2.9% |
$103K - $112K
|
13.2K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-401- 0.7% |
$105K - $114K
|
56.7K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-403- 5.81% |
$105K - $115K
|
6.53K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-407- 4.57% |
$106K - $116K
|
8.51K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-413- 21.39% |
$108K - $118K
|
1.52K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-414- 15.15% |
$108K - $118K
|
2.32K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-417- 35.28% |
$109K - $119K
|
765
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-420- 8.4% |
$110K - $120K
|
4.58K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-420- 1.71% |
$110K - $120K
|
24.1K
$7.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-421- 9.08% |
$110K - $120K
|
4.22K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-426- 10.89% |
$111K - $121K
|
3.49K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-436- 0.47% |
$114K - $124K
|
92.7K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-436- 6.98% |
$114K - $124K
|
5.81K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-438- 1.96% |
$115K - $125K
|
21.9K
$6.4M
|