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 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-756- 17.21% |
$198K - $215K
|
3.64K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-768- 1.79% |
$201K - $219K
|
42.1K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 2.62% |
$203K - $221K
|
28.9K
$8.44M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-782- 3.03% |
$204K - $223K
|
25K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-785- 3.24% |
$205K - $223K
|
23.5K
$6.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-796- 0.67% |
$208K - $227K
|
119K
$34.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-806- 6.67% |
$211K - $229K
|
11.3K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-809- 2.34% |
$212K - $230K
|
33.8K
$9.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-812- 36.89% |
$212K - $231K
|
1.39K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-816- 3.04% |
$213K - $232K
|
26.1K
$7.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-835- 1.0% |
$218K - $238K
|
82.5K
$24.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-844- 1.98% |
$221K - $240K
|
41.9K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-855- 0.61% |
$224K - $243K
|
140K
$40.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-865- 0.66% |
$226K - $246K
|
130K
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-903- 48.31% |
$236K - $257K
|
966
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-918- 10.66% |
$240K - $261K
|
7.69K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-950- 1.0% |
$248K - $270K
|
94.4K
$27.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-957- 1.96% |
$250K - $272K
|
47.9K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-980- 37.63% |
$256K - $279K
|
1.62K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-980- 6.24% |
$256K - $279K
|
14.7K
$4.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-994- 2.31% |
$260K - $283K
|
42K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-998- 50.84% |
$261K - $284K
|
965
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 3.05% |
$266K - $289K
|
32.3K
$9.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.02K- 42.79% |
$266K - $289K
|
1.36K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.02K- 3.18% |
$268K - $291K
|
31.2K
$9.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.03K- 11.81% |
$269K - $293K
|
7.68K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 5.41% |
$270K - $294K
|
18.1K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.04K- 6.34% |
$273K - $297K
|
15.4K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 16.88% |
$274K - $298K
|
5.16K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.05K- 35.12% |
$274K - $298K
|
1.94K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.05K- 2.03% |
$275K - $299K
|
50.8K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.05K- 46.98% |
$275K - $299K
|
1.19K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 8.05% |
$283K - $308K
|
12.4K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.09K- 6.1% |
$284K - $309K
|
16.7K
$4.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.11K- 29.82% |
$289K - $315K
|
2.61K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.14K- 2.29% |
$298K - $325K
|
48.8K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.71% |
$312K - $340K
|
19.7K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.2K- 27.65% |
$315K - $343K
|
3.15K
$922K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.22K- 1.88% |
$318K - $346K
|
63.4K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.22K- 1.57% |
$319K - $347K
|
76.7K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 10.75% |
$322K - $350K
|
10.2K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$322K - $350K
|
55.5K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 15.28% |
$329K - $358K
|
6.97K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 30.27% |
$331K - $360K
|
2.92K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.28K- 43.38% |
$335K - $365K
|
1.67K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.28K- 5.48% |
$335K - $365K
|
22.1K
$6.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.32K- 3.09% |
$345K - $375K
|
41.3K
$12.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.35K- 9.93% |
$353K - $384K
|
12.2K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.36K- 4.05% |
$356K - $388K
|
32.3K
$9.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.37K- 46.58% |
$358K - $390K
|
1.57K
$459K
|