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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
339+ 1.92% |
$80.6K - $89.4K
|
18K
$4.76M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 2.56% |
$80.2K - $88.9K
|
13.5K
$3.56M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
324+ 37.63% |
$77.1K - $85.5K
|
1.19K
$313K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
323+ 33.72% |
$76.8K - $85.2K
|
1.28K
$339K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
319+ 2.63% |
$75.9K - $84.2K
|
12.4K
$3.29M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
311+ 3.16% |
$74K - $82.1K
|
10.2K
$2.69M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
302+ 8.93% |
$71.8K - $79.7K
|
3.69K
$974K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
301+ 0.71% |
$71.6K - $79.4K
|
42.6K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
300+ 1.52% |
$71.4K - $79.1K
|
20.1K
$5.31M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
299+ 1.07% |
$71.1K - $78.9K
|
28.2K
$7.45M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
299+ 19.04% |
$71.1K - $78.9K
|
1.87K
$494K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
298+ 2.87% |
$70.9K - $78.6K
|
10.7K
$2.82M
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
298+ 1.95% |
$70.9K - $78.6K
|
15.6K
$4.12M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
295+ 0.87% |
$70.2K - $77.8K
|
34.1K
$9.02M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
293+ 7.21% |
$69.7K - $77.3K
|
4.36K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
291+ 5.66% |
$69.2K - $76.8K
|
5.44K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
290+ 3.55% |
$69K - $76.5K
|
8.46K
$2.24M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
287+ 3.03% |
$68.3K - $75.7K
|
9.76K
$2.58M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
285+ 1.87% |
$67.8K - $75.2K
|
15.5K
$4.11M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
284+ 20.84% |
$67.5K - $74.9K
|
1.65K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
284+ 8.0% |
$67.5K - $74.9K
|
3.83K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
283+ 8.82% |
$67.3K - $74.7K
|
3.49K
$923K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
282+ 0.66% |
$67.1K - $74.4K
|
43.1K
$11.4M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
281+ 6.51% |
$66.8K - $74.1K
|
4.6K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
278+ 12.94% |
$66.1K - $73.3K
|
2.43K
$641K
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
277+ 4.51% |
$65.9K - $73.1K
|
6.42K
$1.7M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
277+ 263.81% |
$65.9K - $73.1K
|
382
$101K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
277+ 20.63% |
$65.9K - $73.1K
|
1.62K
$428K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275+ 0.64% |
$65.4K - $72.6K
|
43K
$11.4M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
273+ 2.29% |
$64.9K - $72K
|
12.2K
$3.23M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
272+ 1.07% |
$64.7K - $71.8K
|
25.7K
$6.78M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
270+ 0.56% |
$64.2K - $71.2K
|
48.2K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
269+ 2.94% |
$64K - $71K
|
9.43K
$2.49M
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
267+ 0.22% |
$63.5K - $70.4K
|
124K
$32.9M
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
267+ 3.35% |
$63.5K - $70.4K
|
8.23K
$2.18M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
262+ 8.45% |
$62.3K - $69.1K
|
3.36K
$888K
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
262+ 1.39% |
$62.3K - $69.1K
|
19.1K
$5.06M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
261+ 13.96% |
$62.1K - $68.9K
|
2.13K
$563K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
260+ 5.21% |
$61.8K - $68.6K
|
5.26K
$1.39M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
260+ 18.06% |
$61.8K - $68.6K
|
1.7K
$449K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
252+ 0.77% |
$59.9K - $66.5K
|
33.2K
$8.76M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
251+ 1.54% |
$59.7K - $66.2K
|
16.6K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
250+ 13.87% |
$59.5K - $66K
|
2.05K
$542K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
249+ 2.24% |
$59.2K - $65.7K
|
11.3K
$3M
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
249+ 17.4% |
$59.2K - $65.7K
|
1.68K
$444K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
249+ 6.5% |
$59.2K - $65.7K
|
4.08K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
248+ 25.38% |
$59K - $65.4K
|
1.23K
$324K
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
247+ 3.38% |
$58.7K - $65.2K
|
7.55K
$1.99M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
246+ 9.87% |
$58.5K - $64.9K
|
2.74K
$724K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
245+ 2.3% |
$58.3K - $64.6K
|
10.9K
$2.88M
|