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 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
600+ 25.62% |
$157K - $171K
|
2.94K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
597+ 2.98% |
$156K - $170K
|
20.6K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
591+ 5.03% |
$155K - $168K
|
12.3K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
589+ 11.45% |
$154K - $168K
|
5.74K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
584+ 1.98% |
$153K - $166K
|
30.1K
$8.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
580+ 9.88% |
$152K - $165K
|
6.45K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
579+ 0.85% |
$151K - $165K
|
68.6K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
566+ 37.26% |
$148K - $161K
|
2.09K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
563+ 1.17% |
$147K - $160K
|
48.8K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 14.0% |
$141K - $154K
|
4.4K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
539+ 1.72% |
$141K - $153K
|
31.9K
$8.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
535+ 4.18% |
$140K - $152K
|
13.3K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
527+ 14.02% |
$138K - $150K
|
4.29K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
513+ 17.68% |
$134K - $146K
|
3.42K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
500New |
$131K - $142K
|
500
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
499+ 3.52% |
$130K - $142K
|
14.7K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
498+ 14.27% |
$130K - $142K
|
3.99K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
491+ 6.67% |
$128K - $140K
|
7.85K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
485+ 2.45% |
$127K - $138K
|
20.3K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
478+ 2.63% |
$125K - $136K
|
18.7K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
477+ 16.98% |
$125K - $136K
|
3.29K
$902K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
471+ 4.77% |
$123K - $134K
|
10.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
463+ 47.44% |
$121K - $132K
|
1.44K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
454+ 41.54% |
$119K - $129K
|
1.55K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
448+ 1.51% |
$117K - $128K
|
30.2K
$8.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
438+ 39.04% |
$115K - $125K
|
1.56K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
427+ 4.66% |
$112K - $122K
|
9.59K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
427+ 2.13% |
$112K - $122K
|
20.5K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
422+ 14.19% |
$110K - $120K
|
3.4K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
415+ 1.62% |
$109K - $118K
|
26.1K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
409+ 1.36% |
$107K - $116K
|
30.4K
$8.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
401+ 3.73% |
$105K - $114K
|
11.2K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
391+ 9.92% |
$102K - $111K
|
4.33K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
385+ 1.26% |
$101K - $110K
|
30.9K
$8.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
382New |
$99.9K - $109K
|
382
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
370+ 2.5% |
$96.8K - $105K
|
15.2K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
368+ 9.59% |
$96.2K - $105K
|
4.21K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
361+ 1.02% |
$94.4K - $103K
|
35.8K
$9.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
360+ 2.53% |
$94.1K - $102K
|
14.6K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
346+ 1.92% |
$90.5K - $98.5K
|
18.3K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
343+ 34.68% |
$89.7K - $97.6K
|
1.33K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
342+ 0.84% |
$89.4K - $97.3K
|
40.9K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
339+ 0.73% |
$88.6K - $96.5K
|
46.8K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
339+ 11.38% |
$88.6K - $96.5K
|
3.32K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
335+ 23.02% |
$87.6K - $95.4K
|
1.79K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
333+ 3.64% |
$87.1K - $94.8K
|
9.47K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
323+ 14.56% |
$84.5K - $91.9K
|
2.54K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
321+ 8.57% |
$83.9K - $91.4K
|
4.07K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
312+ 3.04% |
$81.6K - $88.8K
|
10.6K
$2.9M
|