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 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-846- 2.68% |
$201K - $223K
|
30.8K
$8.41M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-857- 17.0% |
$204K - $226K
|
4.18K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-862- 0.97% |
$205K - $227K
|
87.9K
$24.1M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-875- 5.28% |
$208K - $231K
|
15.7K
$4.3M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-910- 12.17% |
$216K - $240K
|
6.57K
$1.8M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-938- 6.49% |
$223K - $247K
|
13.5K
$3.7M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-947- 7.56% |
$225K - $250K
|
11.6K
$3.17M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-956- 2.09% |
$227K - $252K
|
44.7K
$12.2M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-967- 8.35% |
$230K - $255K
|
10.6K
$2.9M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-991- 4.1% |
$236K - $261K
|
23.2K
$6.34M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-993- 2.27% |
$236K - $262K
|
42.7K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-997- 14.25% |
$237K - $263K
|
6K
$1.64M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-999- 5.97% |
$238K - $264K
|
15.7K
$4.3M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.01K- 4.04% |
$239K - $265K
|
23.9K
$6.54M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 19.21% |
$241K - $268K
|
4.27K
$1.17M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.03K- 20.55% |
$244K - $271K
|
3.97K
$1.09M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 43.69% |
$257K - $285K
|
1.39K
$381K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.08K- 1.89% |
$257K - $285K
|
56.3K
$15.4M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 27.69% |
$261K - $290K
|
2.87K
$785K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.1K- 5.45% |
$262K - $290K
|
19.1K
$5.22M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.12K- 27.56% |
$267K - $297K
|
2.96K
$808K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 2.23% |
$269K - $298K
|
49.6K
$13.6M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 1.16% |
$269K - $299K
|
96.4K
$26.4M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.13K- 6.93% |
$269K - $299K
|
15.2K
$4.16M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.13K- 18.04% |
$269K - $299K
|
5.14K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.13K- 16.64% |
$269K - $299K
|
5.68K
$1.55M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.14K- 0.94% |
$270K - $300K
|
120K
$32.7M
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.15K- 4.98% |
$272K - $302K
|
21.8K
$5.98M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.16K- 1.21% |
$275K - $305K
|
94.7K
$25.9M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.16K- 2.31% |
$275K - $305K
|
48.8K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.16K- 1.28% |
$276K - $306K
|
89.4K
$24.5M
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.16K- 2.82% |
$277K - $307K
|
40.1K
$11M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.17K- 2.67% |
$278K - $309K
|
42.7K
$11.7M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.21K- 2.74% |
$288K - $319K
|
42.9K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.23K- 33.23% |
$293K - $325K
|
2.47K
$677K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.24K- 13.22% |
$294K - $326K
|
8.11K
$2.22M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.26K- 8.94% |
$299K - $332K
|
12.8K
$3.5M
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.26K- 59.2% |
$299K - $332K
|
867
$237K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 1.35% |
$303K - $336K
|
93.2K
$25.5M
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.3K- 42.79% |
$309K - $343K
|
1.74K
$475K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-1.31K- 2.76% |
$311K - $345K
|
46K
$12.6M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.32K- 4.34% |
$313K - $347K
|
29K
$7.93M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.34K- 1.31% |
$320K - $355K
|
101K
$27.7M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.35K- 14.36% |
$322K - $357K
|
8.07K
$2.21M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 8.76% |
$323K - $358K
|
14.1K
$3.86M
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.38K- 18.58% |
$329K - $365K
|
6.06K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.42K- 1.14% |
$338K - $375K
|
123K
$33.6M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.49K- 14.36% |
$354K - $393K
|
8.87K
$2.43M
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.51K- 11.31% |
$358K - $398K
|
11.8K
$3.23M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 4.38% |
$363K - $402K
|
33.3K
$9.12M
|