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 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
37+ 0.54% |
$8.8K - $9.76K
|
6.87K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 0.43% |
$8.8K - $9.76K
|
8.65K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 0.34% |
$8.8K - $9.76K
|
10.8K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
36+ 2.34% |
$8.56K - $9.5K
|
1.58K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
34New |
$8.09K - $8.97K
|
34
$8.99K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33+ 0.6% |
$7.85K - $8.71K
|
5.52K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32+ 4.55% |
$7.61K - $8.44K
|
736
$195K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
32+ 2.63% |
$7.61K - $8.44K
|
1.25K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
32+ 3.31% |
$7.61K - $8.44K
|
998
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 0.34% |
$7.61K - $8.44K
|
9.48K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 0.87% |
$7.61K - $8.44K
|
3.71K
$981K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
32+ 0.65% |
$7.61K - $8.44K
|
4.97K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 1.21% |
$7.61K - $8.44K
|
2.67K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 0.48% |
$7.37K - $8.18K
|
6.49K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
31New |
$7.37K - $8.18K
|
31
$8.19K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.5% |
$7.14K - $7.91K
|
5.99K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
30+ 1.69% |
$7.14K - $7.91K
|
1.8K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 0.63% |
$7.14K - $7.91K
|
4.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
30+ 3.51% |
$7.14K - $7.91K
|
885
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.25% |
$6.9K - $7.65K
|
11.6K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 0.33% |
$6.9K - $7.65K
|
8.86K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
28+ 2.32% |
$6.66K - $7.39K
|
1.24K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
28+ 2.84% |
$6.66K - $7.39K
|
1.01K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27+ 1.85% |
$6.42K - $7.12K
|
1.49K
$394K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
26+ 0.95% |
$6.18K - $6.86K
|
2.76K
$730K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
26+ 0.38% |
$6.18K - $6.86K
|
6.8K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
26+ 2.64% |
$6.18K - $6.86K
|
1.01K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
26+ 2.45% |
$6.18K - $6.86K
|
1.09K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
26+ 0.61% |
$6.18K - $6.86K
|
4.31K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26+ 2.38% |
$6.18K - $6.86K
|
1.12K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
26New |
$6.18K - $6.86K
|
26
$6.87K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24+ 32.0% |
$5.71K - $6.33K
|
99
$26.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
24+ 2.45% |
$5.71K - $6.33K
|
1.01K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
23+ 2.7% |
$5.47K - $6.07K
|
874
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
23New |
$5.47K - $6.07K
|
23
$6.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
23+ 1.6% |
$5.47K - $6.07K
|
1.46K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23+ 1.47% |
$5.47K - $6.07K
|
1.59K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
23+ 0.62% |
$5.47K - $6.07K
|
3.74K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
23+ 0.05% |
$5.47K - $6.07K
|
50.6K
$13.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
22+ 2.6% |
$5.23K - $5.8K
|
868
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22+ 0.11% |
$5.23K - $5.8K
|
20.6K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
21+ 1.86% |
$4.99K - $5.54K
|
1.15K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
21+ 0.74% |
$4.99K - $5.54K
|
2.85K
$752K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
20+ 0.1% |
$4.76K - $5.28K
|
19.2K
$5.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 20.83% |
$4.76K - $5.28K
|
116
$30.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.73% |
$4.76K - $5.28K
|
1.18K
$312K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20+ 1.77% |
$4.76K - $5.28K
|
1.15K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 0.91% |
$4.76K - $5.28K
|
2.22K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19+ 0.42% |
$4.52K - $5.01K
|
4.53K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17+ 1.73% |
$4.04K - $4.49K
|
1K
$265K
|