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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6+ 0.73% |
$1.43K - $1.58K
|
830
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
6+ 0.72% |
$1.43K - $1.58K
|
845
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.25% |
$1.43K - $1.58K
|
2.41K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.52% |
$1.43K - $1.58K
|
1.15K
$304K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.56% |
$1.19K - $1.32K
|
905
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.76% |
$1.19K - $1.32K
|
661
$175K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.24% |
$1.19K - $1.32K
|
2.06K
$545K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$1.19K - $1.32K
|
2.6K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5+ 0.28% |
$1.19K - $1.32K
|
1.79K
$473K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5+ 1.61% |
$1.19K - $1.32K
|
315
$83.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5+ 0.41% |
$1.19K - $1.32K
|
1.24K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.26% |
$1.19K - $1.32K
|
1.96K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5New |
$1.19K - $1.32K
|
5
$1.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5New |
$1.19K - $1.32K
|
5
$1.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.29% |
$951 - $1.06K
|
1.38K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.07% |
$951 - $1.06K
|
5.96K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$951 - $1.06K
|
4
$1.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.34% |
$951 - $1.06K
|
1.2K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.09% |
$951 - $1.06K
|
4.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.75% |
$951 - $1.06K
|
535
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4+ 0.22% |
$951 - $1.06K
|
1.85K
$489K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.11% |
$951 - $1.06K
|
3.77K
$996K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$714 - $791
|
1.96K
$518K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$714 - $791
|
4.07K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.27% |
$714 - $791
|
1.12K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.2% |
$714 - $791
|
1.48K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.62% |
$714 - $791
|
490
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
3+ 0.26% |
$714 - $791
|
1.16K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.23% |
$714 - $791
|
1.33K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3+ 0.36% |
$714 - $791
|
848
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3+ 0.25% |
$714 - $791
|
1.21K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3+ 0.15% |
$714 - $791
|
1.97K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$714 - $791
|
2.71K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$714 - $791
|
18.6K
$4.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.79% |
$476 - $528
|
256
$67.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2+ 0.08% |
$476 - $528
|
2.38K
$629K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$476 - $528
|
6.18K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.67% |
$476 - $528
|
299
$79K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.1% |
$476 - $528
|
2.09K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.33% |
$476 - $528
|
617
$163K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$476 - $528
|
2.99K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.88% |
$476 - $528
|
229
$60.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 20.0% |
$476 - $528
|
12
$3.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$476 - $528
|
13K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 0.73% |
$476 - $528
|
275
$72.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$238 - $264
|
4.13K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.03% |
$238 - $264
|
3.91K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1+ 0.45% |
$238 - $264
|
223
$58.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.74% |
$238 - $264
|
136
$35.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1+ 0.11% |
$238 - $264
|
885
$234K
|