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 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-91- 1.4% |
$21.6K - $24K
|
6.41K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-91- 0.99% |
$21.6K - $24K
|
9.08K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-91- 9.5% |
$21.6K - $24K
|
867
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-92- 2.53% |
$21.9K - $24.3K
|
3.54K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-92- 3.84% |
$21.9K - $24.3K
|
2.3K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-93- 0.05% |
$22.1K - $24.5K
|
202K
$55.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 0.76% |
$22.4K - $24.8K
|
12.2K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-95- 0.12% |
$22.6K - $25.1K
|
80.2K
$21.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-98- 2.97% |
$23.3K - $25.9K
|
3.2K
$875K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-98- 9.57% |
$23.3K - $25.9K
|
926
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-98- 7.23% |
$23.3K - $25.9K
|
1.26K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-98- 0.87% |
$23.3K - $25.9K
|
11.1K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-99- 6.59% |
$23.5K - $26.1K
|
1.4K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-99- 4.89% |
$23.5K - $26.1K
|
1.93K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 8.28% |
$23.8K - $26.4K
|
1.11K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-100- 1.77% |
$23.8K - $26.4K
|
5.56K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-100- 4.41% |
$23.8K - $26.4K
|
2.17K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-102- 0.58% |
$24.3K - $26.9K
|
17.6K
$4.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-103- 2.97% |
$24.5K - $27.2K
|
3.36K
$920K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 7.59% |
$24.7K - $27.4K
|
1.27K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-104- 2.21% |
$24.7K - $27.4K
|
4.61K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-104- 0.5% |
$24.7K - $27.4K
|
20.5K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-107- 0.77% |
$25.4K - $28.2K
|
13.7K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-107- 3.86% |
$25.4K - $28.2K
|
2.67K
$729K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-108- 10.21% |
$25.7K - $28.5K
|
950
$260K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-110- 3.04% |
$26.2K - $29K
|
3.51K
$959K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 5.28% |
$26.2K - $29K
|
1.97K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-112- 2.05% |
$26.6K - $29.5K
|
5.35K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-112- 1.76% |
$26.6K - $29.5K
|
6.25K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-116- 3.62% |
$27.6K - $30.6K
|
3.09K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-118- 3.68% |
$28.1K - $31.1K
|
3.09K
$844K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-121- 10.33% |
$28.8K - $31.9K
|
1.05K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-122- 29.83% |
$29K - $32.2K
|
287
$78.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-123- 12.25% |
$29.3K - $32.5K
|
881
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-124- 2.13% |
$29.5K - $32.7K
|
5.69K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-125- 4.53% |
$29.7K - $33K
|
2.64K
$721K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-126- 2.88% |
$30K - $33.2K
|
4.25K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-127- 2.09% |
$30.2K - $33.5K
|
5.94K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-128- 0.4% |
$30.4K - $33.8K
|
32K
$8.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-133- 1.61% |
$31.6K - $35.1K
|
8.14K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-135- 5.65% |
$32.1K - $35.6K
|
2.25K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-137- 1.09% |
$32.6K - $36.1K
|
12.5K
$3.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-138- 0.2% |
$32.8K - $36.4K
|
68K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-139- 3.16% |
$33.1K - $36.7K
|
4.26K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-139- 2.32% |
$33.1K - $36.7K
|
5.86K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-140- 2.97% |
$33.3K - $36.9K
|
4.58K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-142- 4.45% |
$33.8K - $37.5K
|
3.05K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-143- 3.07% |
$34K - $37.7K
|
4.51K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-145- 1.14% |
$34.5K - $38.3K
|
12.5K
$3.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-145- 0.24% |
$34.5K - $38.3K
|
60.8K
$16.6M
|