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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
143New |
$37.4K - $40.7K
|
143
$39.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141+ 1.04% |
$36.9K - $40.1K
|
13.7K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
139+ 3.4% |
$36.3K - $39.6K
|
4.23K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
135+ 1.26% |
$35.3K - $38.4K
|
10.8K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
133+ 30.93% |
$34.8K - $37.9K
|
563
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$34K - $37K
|
130
$35.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 112.07% |
$34K - $37K
|
246
$67.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
128+ 16.8% |
$33.5K - $36.4K
|
890
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
127+ 907.14% |
$33.2K - $36.1K
|
141
$38.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
126+ 2.97% |
$32.9K - $35.9K
|
4.36K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
125+ 2.9% |
$32.7K - $35.6K
|
4.43K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
109+ 13.39% |
$28.5K - $31K
|
923
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
107+ 3.63% |
$28K - $30.5K
|
3.06K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
107+ 0.98% |
$28K - $30.5K
|
11K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 6.62% |
$28K - $30.5K
|
1.72K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
106+ 4.03% |
$27.7K - $30.2K
|
2.74K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
103+ 3.86% |
$26.9K - $29.3K
|
2.77K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
101+ 4.1% |
$26.4K - $28.7K
|
2.57K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
97New |
$25.4K - $27.6K
|
97
$26.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 2.34% |
$25.4K - $27.6K
|
4.24K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96+ 33.57% |
$25.1K - $27.3K
|
382
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
95+ 7.95% |
$24.8K - $27K
|
1.29K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
92+ 3.72% |
$24.1K - $26.2K
|
2.57K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
91+ 11.21% |
$23.8K - $25.9K
|
903
$248K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
89+ 4.62% |
$23.3K - $25.3K
|
2.02K
$553K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
88New |
$23K - $25K
|
88
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87+ 3.26% |
$22.8K - $24.8K
|
2.75K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 9.65% |
$22.2K - $24.2K
|
966
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
83+ 4.57% |
$21.7K - $23.6K
|
1.9K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
83+ 4.25% |
$21.7K - $23.6K
|
2.03K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.08% |
$20.9K - $22.8K
|
2.04K
$559K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
79+ 0.56% |
$20.7K - $22.5K
|
14.2K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
75+ 0.41% |
$19.6K - $21.3K
|
18.5K
$5.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
74+ 18.23% |
$19.4K - $21.1K
|
480
$132K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
74+ 10.28% |
$19.4K - $21.1K
|
794
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 22.6% |
$19.1K - $20.8K
|
396
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71+ 2.33% |
$18.6K - $20.2K
|
3.12K
$856K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
70+ 0.08% |
$18.3K - $19.9K
|
84.4K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69New |
$18K - $19.6K
|
69
$18.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
65+ 6.35% |
$17K - $18.5K
|
1.09K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
65+ 0.69% |
$17K - $18.5K
|
9.5K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
62+ 1.15% |
$16.2K - $17.6K
|
5.44K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
60New |
$15.7K - $17.1K
|
60
$16.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
60+ 4.33% |
$15.7K - $17.1K
|
1.45K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
59+ 0.54% |
$15.4K - $16.8K
|
11K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 1.42% |
$14.9K - $16.2K
|
4.07K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
54+ 0.39% |
$14.1K - $15.4K
|
13.8K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
53+ 1.09% |
$13.9K - $15.1K
|
4.92K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 0.57% |
$13.6K - $14.8K
|
9.14K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 1.11% |
$13.1K - $14.2K
|
4.57K
$1.25M
|