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 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
49+ 0.23% |
$12.8K - $13.9K
|
21.5K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.58% |
$12.8K - $13.9K
|
8.51K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
47+ 0.08% |
$12.3K - $13.4K
|
61.1K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
46+ 2.66% |
$12K - $13.1K
|
1.78K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
44New |
$11.5K - $12.5K
|
44
$12.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
41+ 3.26% |
$10.7K - $11.7K
|
1.3K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 3.36% |
$10.5K - $11.4K
|
1.23K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
40+ 2.87% |
$10.5K - $11.4K
|
1.43K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
39+ 4.54% |
$10.2K - $11.1K
|
898
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
39+ 2.12% |
$10.2K - $11.1K
|
1.88K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
38New |
$9.94K - $10.8K
|
38
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.64% |
$9.94K - $10.8K
|
5.96K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
33+ 0.51% |
$8.63K - $9.39K
|
6.5K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
32+ 0.59% |
$8.37K - $9.11K
|
5.49K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.32% |
$8.37K - $9.11K
|
1.41K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
30+ 1.42% |
$7.85K - $8.54K
|
2.15K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
28+ 0.26% |
$7.32K - $7.97K
|
11K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27+ 0.56% |
$7.06K - $7.69K
|
4.86K
$1.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
27+ 0.99% |
$7.06K - $7.69K
|
2.76K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
27+ 87.1% |
$7.06K - $7.69K
|
58
$15.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
26+ 0.08% |
$6.8K - $7.4K
|
33.8K
$9.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 0.26% |
$6.54K - $7.12K
|
9.69K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 3.0% |
$6.54K - $7.12K
|
859
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 19.83% |
$6.28K - $6.83K
|
145
$39.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
21+ 0.11% |
$5.49K - $5.98K
|
20K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.72% |
$4.97K - $5.41K
|
2.64K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18+ 1.47% |
$4.71K - $5.12K
|
1.24K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.24% |
$4.45K - $4.84K
|
7.05K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 2.3% |
$4.45K - $4.84K
|
755
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17+ 0.95% |
$4.45K - $4.84K
|
1.81K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 0.35% |
$4.18K - $4.55K
|
4.59K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 1.75% |
$3.92K - $4.27K
|
871
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 0.75% |
$3.92K - $4.27K
|
2.02K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.78% |
$3.66K - $3.98K
|
1.81K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
12+ 5.38% |
$3.14K - $3.42K
|
235
$64.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 1.04% |
$3.14K - $3.42K
|
1.16K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.29% |
$3.14K - $3.42K
|
4.13K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
12+ 0.45% |
$3.14K - $3.42K
|
2.7K
$739K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 9.57% |
$2.88K - $3.13K
|
126
$34.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11+ 0.22% |
$2.88K - $3.13K
|
5.07K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.73% |
$2.62K - $2.85K
|
1.38K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$2.62K - $2.85K
|
7.08K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
9+ 0.25% |
$2.35K - $2.56K
|
3.55K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.16% |
$2.35K - $2.56K
|
5.77K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8+ 0.07% |
$2.09K - $2.28K
|
11.9K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.18K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.4% |
$1.83K - $1.99K
|
1.77K
$485K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.8% |
$1.83K - $1.99K
|
881
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.2K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.03% |
$1.83K - $1.99K
|
23.8K
$6.54M
|