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
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
304+ 4.03% |
$79.5K - $86.5K
|
7.85K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 6.7% |
$76.4K - $83.1K
|
4.65K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
291+ 12.79% |
$76.1K - $82.8K
|
2.57K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
290+ 4.62% |
$75.8K - $82.5K
|
6.57K
$1.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
288+ 50.7% |
$75.3K - $82K
|
856
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
287+ 0.62% |
$75.1K - $81.7K
|
46.3K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
286+ 1.67% |
$74.8K - $81.4K
|
17.4K
$4.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
282+ 2.73% |
$73.7K - $80.3K
|
10.6K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
282+ 10.03% |
$73.7K - $80.3K
|
3.09K
$848K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
278+ 10.57% |
$72.7K - $79.1K
|
2.91K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
278+ 8.47% |
$72.7K - $79.1K
|
3.56K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
264+ 2.1% |
$69K - $75.1K
|
12.8K
$3.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
262+ 6.09% |
$68.5K - $74.6K
|
4.57K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
260+ 23.01% |
$68K - $74K
|
1.39K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
259+ 0.31% |
$67.7K - $73.7K
|
84.3K
$23.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
259+ 2.73% |
$67.7K - $73.7K
|
9.75K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
258+ 4.58% |
$67.5K - $73.4K
|
5.89K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
252+ 2.11% |
$65.9K - $71.7K
|
12.2K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
252+ 0.89% |
$65.9K - $71.7K
|
28.5K
$7.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250+ 65.45% |
$65.4K - $71.2K
|
632
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
247+ 8.41% |
$64.6K - $70.3K
|
3.19K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
234+ 4.64% |
$61.2K - $66.6K
|
5.28K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
232+ 19.78% |
$60.7K - $66K
|
1.41K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
232+ 8.85% |
$60.7K - $66K
|
2.85K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
223+ 15.45% |
$58.3K - $63.5K
|
1.67K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
215+ 0.18% |
$56.2K - $61.2K
|
117K
$32M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
208New |
$54.4K - $59.2K
|
208
$57.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
207+ 8.13% |
$54.1K - $58.9K
|
2.75K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
204+ 12.13% |
$53.3K - $58.1K
|
1.89K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
202+ 22.82% |
$52.8K - $57.5K
|
1.09K
$298K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
202+ 148.53% |
$52.8K - $57.5K
|
338
$92.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
201+ 7.13% |
$52.6K - $57.2K
|
3.02K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
200+ 13.28% |
$52.3K - $56.9K
|
1.71K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
195+ 0.51% |
$51K - $55.5K
|
38.7K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
193New |
$50.5K - $54.9K
|
193
$52.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
192+ 9.12% |
$50.2K - $54.6K
|
2.3K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189New |
$49.4K - $53.8K
|
189
$51.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
185+ 8.22% |
$48.4K - $52.7K
|
2.44K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
185+ 7.55% |
$48.4K - $52.7K
|
2.64K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
185+ 2.34% |
$48.4K - $52.7K
|
8.09K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
184+ 2.71% |
$48.1K - $52.4K
|
6.98K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
177+ 5.95% |
$46.3K - $50.4K
|
3.15K
$864K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
176+ 3.0% |
$46K - $50.1K
|
6.04K
$1.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
171+ 15.75% |
$44.7K - $48.7K
|
1.26K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
165+ 1.66% |
$43.1K - $47K
|
10.1K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
165+ 3.04% |
$43.1K - $47K
|
5.6K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
159+ 12.98% |
$41.6K - $45.3K
|
1.38K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
153+ 10.65% |
$40K - $43.5K
|
1.59K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
144+ 32.14% |
$37.7K - $41K
|
592
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
143+ 0.48% |
$37.4K - $40.7K
|
29.7K
$8.14M
|