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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
62+ 0.14% |
$14.7K - $16.4K
|
44.2K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 3.83% |
$14.7K - $16.4K
|
1.68K
$450K
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
62+ 2.7% |
$14.7K - $16.4K
|
2.36K
$631K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
60+ 2.8% |
$14.3K - $15.8K
|
2.2K
$589K
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
59+ 5.09% |
$14K - $15.6K
|
1.22K
$327K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
59+ 1.03% |
$14K - $15.6K
|
5.81K
$1.56M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 1.83% |
$14K - $15.6K
|
3.28K
$879K
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
58+ 0.81% |
$13.8K - $15.3K
|
7.22K
$1.94M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
57+ 0.19% |
$13.6K - $15K
|
29.5K
$7.91M
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
57+ 5.89% |
$13.6K - $15K
|
1.02K
$274K
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
56+ 0.48% |
$13.3K - $14.8K
|
11.6K
$3.12M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.54% |
$13.3K - $14.8K
|
10.4K
$2.78M
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
55+ 1.37% |
$13.1K - $14.5K
|
4.08K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
55+ 4.23% |
$13.1K - $14.5K
|
1.36K
$363K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
54+ 0.61% |
$12.8K - $14.2K
|
8.89K
$2.38M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
53+ 1.28% |
$12.6K - $14K
|
4.19K
$1.12M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 0.4% |
$12.6K - $14K
|
13.5K
$3.61M
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
52+ 1.38% |
$12.4K - $13.7K
|
3.83K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.74% |
$12.1K - $13.5K
|
2.97K
$797K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
51+ 1.36% |
$12.1K - $13.5K
|
3.79K
$1.02M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 5.29% |
$11.9K - $13.2K
|
996
$267K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 1.14% |
$11.7K - $12.9K
|
4.35K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
49+ 0.14% |
$11.7K - $12.9K
|
36.1K
$9.66M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
49+ 1.42% |
$11.7K - $12.9K
|
3.51K
$940K
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49+ 2.18% |
$11.7K - $12.9K
|
2.3K
$616K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
49+ 1.1% |
$11.7K - $12.9K
|
4.52K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
49New |
$11.7K - $12.9K
|
49
$13.1K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$11.4K - $12.7K
|
48
$12.9K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
47+ 0.71% |
$11.2K - $12.4K
|
6.7K
$1.79M
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
47+ 1.19% |
$11.2K - $12.4K
|
4.01K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 29.11% |
$10.9K - $12.1K
|
204
$54.7K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
45New |
$10.7K - $11.9K
|
45
$12.1K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
45+ 0.5% |
$10.7K - $11.9K
|
9.01K
$2.42M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45+ 0.5% |
$10.7K - $11.9K
|
9.09K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
45+ 0.55% |
$10.7K - $11.9K
|
8.15K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
44+ 3.46% |
$10.5K - $11.6K
|
1.32K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43+ 2.87% |
$10.2K - $11.3K
|
1.54K
$412K
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 0.16% |
$9.75K - $10.8K
|
25.4K
$6.79M
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 1.3% |
$9.75K - $10.8K
|
3.19K
$854K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40+ 5.88% |
$9.51K - $10.6K
|
720
$193K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.37% |
$9.51K - $10.6K
|
10.9K
$2.91M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40+ 10.44% |
$9.51K - $10.6K
|
423
$113K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
40+ 1.09% |
$9.51K - $10.6K
|
3.72K
$995K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 95.24% |
$9.51K - $10.6K
|
82
$22K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 12.79% |
$9.28K - $10.3K
|
344
$92.2K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.63% |
$9.04K - $10K
|
6.04K
$1.62M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
38+ 2.14% |
$9.04K - $10K
|
1.82K
$487K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38+ 1.52% |
$9.04K - $10K
|
2.55K
$682K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
38+ 0.39% |
$9.04K - $10K
|
9.74K
$2.61M
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
38+ 0.3% |
$9.04K - $10K
|
12.8K
$3.43M
|