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 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-29- 0.56% |
$6.9K - $7.65K
|
5.12K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-29- 0.39% |
$6.9K - $7.65K
|
7.36K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-30- 3.16% |
$7.14K - $7.91K
|
919
$243K
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-30- 1.67% |
$7.14K - $7.91K
|
1.77K
$468K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-30- 1.71% |
$7.14K - $7.91K
|
1.73K
$457K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-30- 1.58% |
$7.14K - $7.91K
|
1.87K
$495K
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-30- 0.4% |
$7.14K - $7.91K
|
7.55K
$2M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31- 0.28% |
$7.37K - $8.18K
|
11K
$2.9M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 0.15% |
$7.37K - $8.18K
|
20.6K
$5.45M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-32- 1.75% |
$7.61K - $8.44K
|
1.8K
$475K
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-32- 0.29% |
$7.61K - $8.44K
|
10.9K
$2.89M
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-33- 0.19% |
$7.85K - $8.71K
|
17.3K
$4.57M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-33- 1.22% |
$7.85K - $8.71K
|
2.67K
$705K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-33- 0.74% |
$7.85K - $8.71K
|
4.45K
$1.18M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-34- 0.48% |
$8.09K - $8.97K
|
6.98K
$1.85M
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.51% |
$8.32K - $9.23K
|
2.28K
$603K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-36- 1.76% |
$8.56K - $9.5K
|
2.01K
$530K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-38- 2.52% |
$9.04K - $10K
|
1.47K
$388K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-39- 2.46% |
$9.28K - $10.3K
|
1.55K
$409K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-39- 0.85% |
$9.28K - $10.3K
|
4.55K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-39- 0.26% |
$9.28K - $10.3K
|
14.8K
$3.92M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-40- 0.44% |
$9.51K - $10.6K
|
9.14K
$2.41M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-41- 1.6% |
$9.75K - $10.8K
|
2.51K
$664K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-41- 0.52% |
$9.75K - $10.8K
|
7.81K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.62% |
$9.75K - $10.8K
|
6.58K
$1.74M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-42- 1.32% |
$9.99K - $11.1K
|
3.13K
$827K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-42- 2.27% |
$9.99K - $11.1K
|
1.81K
$477K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-43- 87.76% |
$10.2K - $11.3K
|
6
$1.59K
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-43- 0.56% |
$10.2K - $11.3K
|
7.7K
$2.03M
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-43- 0.44% |
$10.2K - $11.3K
|
9.69K
$2.56M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 1.72% |
$10.2K - $11.3K
|
2.46K
$651K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-44- 2.85% |
$10.5K - $11.6K
|
1.5K
$397K
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-44- 1.08% |
$10.5K - $11.6K
|
4.02K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-45- 1.19% |
$10.7K - $11.9K
|
3.73K
$986K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-46- 0.18% |
$10.9K - $12.1K
|
24.9K
$6.58M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-46- 0.13% |
$10.9K - $12.1K
|
34.6K
$9.15M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-46- 1.97% |
$10.9K - $12.1K
|
2.29K
$606K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 37.01% |
$11.2K - $12.4K
|
80
$21.1K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 3.72% |
$11.7K - $12.9K
|
1.27K
$335K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-50- 0.03% |
$11.9K - $13.2K
|
144K
$38.1M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-51- 5.32% |
$12.1K - $13.5K
|
907
$240K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-51- 0.44% |
$12.1K - $13.5K
|
11.5K
$3.05M
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-52- 0.66% |
$12.4K - $13.7K
|
7.77K
$2.05M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-53- 0.27% |
$12.6K - $14K
|
19.7K
$5.21M
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-53- 0.27% |
$12.6K - $14K
|
19.7K
$5.2M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-53- 0.33% |
$12.6K - $14K
|
16.2K
$4.29M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-53- 4.42% |
$12.6K - $14K
|
1.15K
$303K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-54- 6.08% |
$12.8K - $14.2K
|
834
$220K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-54- 0.43% |
$12.8K - $14.2K
|
12.6K
$3.32M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-55- 4.75% |
$13.1K - $14.5K
|
1.1K
$292K
|