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 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-78- 2.04% |
$18.6K - $20.6K
|
3.74K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-79- 9.42% |
$18.8K - $20.8K
|
760
$214K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-79- 5.78% |
$18.8K - $20.8K
|
1.29K
$363K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 3.13% |
$19K - $21.1K
|
2.47K
$697K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-80- 9.85% |
$19K - $21.1K
|
732
$206K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-81- 2.14% |
$19.3K - $21.4K
|
3.71K
$1.05M
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-81- 7.9% |
$19.3K - $21.4K
|
944
$266K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-82- 5.59% |
$19.5K - $21.6K
|
1.39K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-83- 9.47% |
$19.7K - $21.9K
|
793
$224K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-87- 2.91% |
$20.7K - $23K
|
2.9K
$818K
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-88- 1.78% |
$20.9K - $23.2K
|
4.87K
$1.37M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-89- 0.14% |
$21.2K - $23.5K
|
62.6K
$17.7M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-89- 7.4% |
$21.2K - $23.5K
|
1.11K
$314K
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-89- 0.5% |
$21.2K - $23.5K
|
17.6K
$4.97M
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-89- 0.5% |
$21.2K - $23.5K
|
17.6K
$4.97M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-90- 5.52% |
$21.4K - $23.7K
|
1.54K
$434K
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-90- 0.9% |
$21.4K - $23.7K
|
9.96K
$2.81M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-90- 3.68% |
$21.4K - $23.7K
|
2.36K
$664K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-91- 1.4% |
$21.6K - $24K
|
6.41K
$1.81M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-91- 0.99% |
$21.6K - $24K
|
9.08K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-91- 9.5% |
$21.6K - $24K
|
867
$244K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-92- 2.53% |
$21.9K - $24.3K
|
3.54K
$999K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-92- 3.84% |
$21.9K - $24.3K
|
2.3K
$649K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93- 0.05% |
$22.1K - $24.5K
|
202K
$57M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 0.76% |
$22.4K - $24.8K
|
12.2K
$3.44M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-95- 0.12% |
$22.6K - $25.1K
|
80.2K
$22.6M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-98- 2.97% |
$23.3K - $25.9K
|
3.2K
$901K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-98- 9.57% |
$23.3K - $25.9K
|
926
$261K
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-98- 7.23% |
$23.3K - $25.9K
|
1.26K
$354K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-98- 0.87% |
$23.3K - $25.9K
|
11.1K
$3.13M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-99- 6.59% |
$23.5K - $26.1K
|
1.4K
$395K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-99- 4.89% |
$23.5K - $26.1K
|
1.93K
$543K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 8.28% |
$23.8K - $26.4K
|
1.11K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-100- 1.77% |
$23.8K - $26.4K
|
5.56K
$1.57M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 4.41% |
$23.8K - $26.4K
|
2.17K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-102- 0.58% |
$24.3K - $26.9K
|
17.6K
$4.96M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-103- 2.97% |
$24.5K - $27.2K
|
3.36K
$948K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 7.59% |
$24.7K - $27.4K
|
1.27K
$357K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-104- 2.21% |
$24.7K - $27.4K
|
4.61K
$1.3M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-104- 0.5% |
$24.7K - $27.4K
|
20.5K
$5.78M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-107- 0.77% |
$25.4K - $28.2K
|
13.7K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-107- 3.86% |
$25.4K - $28.2K
|
2.67K
$751K
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-108- 10.21% |
$25.7K - $28.5K
|
950
$268K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-110- 3.04% |
$26.2K - $29K
|
3.51K
$989K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 5.28% |
$26.2K - $29K
|
1.97K
$556K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-112- 2.05% |
$26.6K - $29.5K
|
5.35K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-112- 1.76% |
$26.6K - $29.5K
|
6.25K
$1.76M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-116- 3.62% |
$27.6K - $30.6K
|
3.09K
$870K
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-116- 11.63% |
$27.6K - $30.6K
|
881
$248K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-118- 3.68% |
$28.1K - $31.1K
|
3.09K
$870K
|