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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
987New |
$258K - $281K
|
987
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
984New |
$257K - $280K
|
984
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
973New |
$254K - $277K
|
973
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
949+ 3.21% |
$248K - $270K
|
30.5K
$8.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
917+ 39.54% |
$240K - $261K
|
3.24K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
876+ 1.88% |
$229K - $249K
|
47.5K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
876+ 1.37% |
$229K - $249K
|
65K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
874New |
$229K - $249K
|
874
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
874+ 5.09% |
$229K - $249K
|
18K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
849New |
$222K - $242K
|
849
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
849+ 7.69% |
$222K - $242K
|
11.9K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
832New |
$218K - $237K
|
832
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
832+ 85.33% |
$218K - $237K
|
1.81K
$496K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
821New |
$215K - $234K
|
821
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
819New |
$214K - $233K
|
819
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
796New |
$208K - $227K
|
796
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
791+ 3.0% |
$207K - $225K
|
27.2K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
776New |
$203K - $221K
|
776
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
776+ 8.75% |
$203K - $221K
|
9.64K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
775+ 1.28% |
$203K - $221K
|
61.4K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
773+ 5.45% |
$202K - $220K
|
15K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
769+ 14.36% |
$201K - $219K
|
6.12K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
766New |
$200K - $218K
|
766
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
762+ 4.49% |
$199K - $217K
|
17.7K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
759New |
$198K - $216K
|
759
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
758+ 3.06% |
$198K - $216K
|
25.6K
$7.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
754+ 27.53% |
$197K - $215K
|
3.49K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
751+ 12.04% |
$196K - $214K
|
6.99K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
731+ 4.7% |
$191K - $208K
|
16.3K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
728+ 8.36% |
$190K - $207K
|
9.43K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
694+ 28.0% |
$181K - $198K
|
3.17K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
693+ 6.11% |
$181K - $197K
|
12K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
687+ 2.87% |
$180K - $196K
|
24.6K
$6.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
686+ 1.43% |
$179K - $195K
|
48.7K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
681+ 4.31% |
$178K - $194K
|
16.5K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680+ 9.07% |
$178K - $194K
|
8.18K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
671+ 1.46% |
$175K - $191K
|
46.7K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
668+ 6.84% |
$175K - $190K
|
10.4K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
664+ 6.3% |
$174K - $189K
|
11.2K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
650+ 2.52% |
$170K - $185K
|
26.5K
$7.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
643+ 7.37% |
$168K - $183K
|
9.37K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
641+ 0.85% |
$168K - $182K
|
76.1K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
630+ 3.97% |
$165K - $179K
|
16.5K
$4.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
629+ 5.32% |
$164K - $179K
|
12.5K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
624New |
$163K - $178K
|
624
$171K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
620+ 2.36% |
$162K - $176K
|
26.9K
$7.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
620+ 8.83% |
$162K - $176K
|
7.64K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
619+ 1.57% |
$162K - $176K
|
40K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
606+ 1.08% |
$158K - $172K
|
56.5K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
601+ 1.19% |
$157K - $171K
|
51.1K
$14M
|