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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-668- 0.95% |
$159K - $176K
|
69.6K
$19.6M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-671- 2.79% |
$160K - $177K
|
23.4K
$6.6M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-677- 3.19% |
$161K - $179K
|
20.5K
$5.78M
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-678- 39.86% |
$161K - $179K
|
1.02K
$288K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-690- 2.33% |
$164K - $182K
|
28.9K
$8.15M
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-710- 4.52% |
$169K - $187K
|
15K
$4.22M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-711- 7.39% |
$169K - $188K
|
8.91K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-715- 1.23% |
$170K - $189K
|
57.2K
$16.1M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-742- 1.21% |
$176K - $196K
|
60.5K
$17.1M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-747- 3.18% |
$178K - $197K
|
22.8K
$6.42M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-758- 9.63% |
$180K - $200K
|
7.11K
$2M
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-764- 20.32% |
$182K - $202K
|
3K
$844K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-773- 6.09% |
$184K - $204K
|
11.9K
$3.36M
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-779- 2.15% |
$185K - $206K
|
35.4K
$9.99M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-779- 15.08% |
$185K - $206K
|
4.39K
$1.24M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-795- 28.33% |
$189K - $210K
|
2.01K
$567K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-801- 1.58% |
$191K - $211K
|
50K
$14.1M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-803- 27.22% |
$191K - $212K
|
2.15K
$605K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-804- 3.15% |
$191K - $212K
|
24.7K
$6.96M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-804- 2.22% |
$191K - $212K
|
35.4K
$9.99M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-812- 45.44% |
$193K - $214K
|
975
$275K
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-820- 32.42% |
$195K - $216K
|
1.71K
$482K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-823- 1.99% |
$196K - $217K
|
40.6K
$11.4M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-834- 19.38% |
$198K - $220K
|
3.47K
$978K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-835- 10.48% |
$199K - $220K
|
7.13K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-846- 2.68% |
$201K - $223K
|
30.8K
$8.67M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-857- 17.0% |
$204K - $226K
|
4.18K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-862- 0.97% |
$205K - $227K
|
87.9K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-875- 5.28% |
$208K - $231K
|
15.7K
$4.43M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-910- 12.17% |
$216K - $240K
|
6.57K
$1.85M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-938- 6.49% |
$223K - $247K
|
13.5K
$3.81M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-947- 7.56% |
$225K - $250K
|
11.6K
$3.26M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-956- 2.09% |
$227K - $252K
|
44.7K
$12.6M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-967- 8.35% |
$230K - $255K
|
10.6K
$2.99M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-991- 4.1% |
$236K - $261K
|
23.2K
$6.53M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-993- 2.27% |
$236K - $262K
|
42.7K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-997- 14.25% |
$237K - $263K
|
6K
$1.69M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-999- 5.97% |
$238K - $264K
|
15.7K
$4.43M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.01K- 4.04% |
$239K - $265K
|
23.9K
$6.74M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 19.21% |
$241K - $268K
|
4.27K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.03K- 20.55% |
$244K - $271K
|
3.97K
$1.12M
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 43.69% |
$257K - $285K
|
1.39K
$392K
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.08K- 1.89% |
$257K - $285K
|
56.3K
$15.9M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.1K- 27.69% |
$261K - $290K
|
2.87K
$809K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.1K- 5.45% |
$262K - $290K
|
19.1K
$5.38M
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.12K- 27.56% |
$267K - $297K
|
2.96K
$833K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 2.23% |
$269K - $298K
|
49.6K
$14M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 1.16% |
$269K - $299K
|
96.4K
$27.2M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.13K- 6.93% |
$269K - $299K
|
15.2K
$4.29M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.13K- 18.04% |
$269K - $299K
|
5.14K
$1.45M
|