Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
162K+ 426.0% |
$38.4M - $42.6M
|
199K
$52.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
84KNew |
$20M - $22.2M
|
84K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
83K+ 101.68% |
$19.7M - $21.9M
|
165K
$43.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51.5K+ 8.35% |
$12.3M - $13.6M
|
668K
$176M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
48.9K+ 2996.32% |
$11.6M - $12.9M
|
50.5K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
42.4K+ 55.15% |
$10.1M - $11.2M
|
119K
$31.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
38.8K+ 3.13% |
$9.23M - $10.2M
|
1.28M
$336M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
38.3K+ 3.1% |
$9.12M - $10.1M
|
1.28M
$335M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35.1KNew |
$8.35M - $9.26M
|
35.1K
$9.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
32.9K+ 1153.33% |
$7.83M - $8.69M
|
35.8K
$9.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
31.8KNew |
$7.56M - $8.38M
|
31.8K
$8.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.7K+ 2.34% |
$6.82M - $7.57M
|
1.25M
$329M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
27KNew |
$6.42M - $7.12M
|
27K
$7.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
23.9K+ 22.89% |
$5.69M - $6.31M
|
128K
$33.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
22.1KNew |
$5.26M - $5.83M
|
22.1K
$5.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
17.4K+ 134.99% |
$4.14M - $4.6M
|
30.3K
$7.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
17.2KNew |
$4.08M - $4.53M
|
17.2K
$4.51M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 3.4% |
$3.92M - $4.34M
|
501K
$132M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.2K+ 49.95% |
$3.61M - $4M
|
45.6K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15K+ 1015.04% |
$3.56M - $3.95M
|
16.5K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.2K+ 23.13% |
$3.38M - $3.75M
|
75.8K
$19.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.4K+ 2.83% |
$3.19M - $3.53M
|
486K
$128M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 19.92% |
$3.04M - $3.37M
|
76.9K
$20.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.9K+ 3.39% |
$2.84M - $3.15M
|
364K
$95.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11.8K+ 23.38% |
$2.8M - $3.1M
|
62K
$16.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
11.4K+ 28.32% |
$2.72M - $3.02M
|
51.8K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.2K+ 48.21% |
$2.67M - $2.97M
|
34.6K
$9.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 33.52% |
$2.56M - $2.84M
|
42.9K
$11.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.5K+ 27.96% |
$2.5M - $2.78M
|
48.2K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 3.27% |
$2.49M - $2.76M
|
331K
$86.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4K+ 117.67% |
$2.47M - $2.74M
|
19.2K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3KNew |
$2.44M - $2.71M
|
10.3K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
9.85KNew |
$2.34M - $2.6M
|
9.85K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.61K+ 101.38% |
$2.29M - $2.53M
|
19.1K
$5.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.3K+ 2.77% |
$2.21M - $2.45M
|
345K
$90.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.72KNew |
$2.07M - $2.3M
|
8.72K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.65K+ 120.23% |
$2.06M - $2.28M
|
15.9K
$4.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.63KNew |
$2.05M - $2.28M
|
8.63K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.46K+ 45.79% |
$2.01M - $2.23M
|
26.9K
$7.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.3K+ 238.07% |
$1.98M - $2.19M
|
11.8K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 0.21% |
$1.91M - $2.12M
|
3.88M
$1.02B
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.54K+ 4.57% |
$1.79M - $1.99M
|
173K
$45.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.51K+ 126.61% |
$1.79M - $1.98M
|
13.4K
$3.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.41K+ 8.53% |
$1.76M - $1.95M
|
94.3K
$24.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.28K+ 2.05% |
$1.73M - $1.92M
|
363K
$95.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
7.21KNew |
$1.71M - $1.9M
|
7.21K
$1.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.83K+ 4.84% |
$1.63M - $1.8M
|
148K
$38.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.65K+ 6.0% |
$1.58M - $1.76M
|
118K
$30.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.62K+ 2.67% |
$1.57M - $1.75M
|
254K
$66.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.45K+ 42.43% |
$1.53M - $1.7M
|
21.6K
$5.68M
|