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 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.53K- 0.89% |
$363K - $403K
|
170K
$44.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.53K- 20.42% |
$364K - $404K
|
5.96K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.54K- 1.66% |
$367K - $407K
|
91.6K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.58K- 54.69% |
$376K - $417K
|
1.31K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.61K- 10.21% |
$383K - $425K
|
14.2K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.67K- 42.74% |
$397K - $441K
|
2.24K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.68K- 5.64% |
$401K - $444K
|
28.2K
$7.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.7K- 4.55% |
$403K - $447K
|
35.6K
$9.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.7K- 47.32% |
$404K - $448K
|
1.89K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.72K- 15.49% |
$408K - $453K
|
9.36K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 26.65% |
$408K - $453K
|
4.72K
$1.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.72K- 3.44% |
$409K - $454K
|
48.2K
$12.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.74K- 2.99% |
$414K - $459K
|
56.4K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.76K- 5.39% |
$418K - $464K
|
30.9K
$8.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.79K- 9.07% |
$426K - $472K
|
18K
$4.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.8K- 7.02% |
$427K - $474K
|
23.8K
$6.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-1.82K- 11.42% |
$433K - $481K
|
14.1K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.82K- 7.29% |
$433K - $481K
|
23.2K
$6.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.85K- 9.13% |
$439K - $487K
|
18.4K
$4.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.86K- 33.3% |
$443K - $492K
|
3.73K
$986K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.88K- 4.22% |
$448K - $497K
|
42.7K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 2.77% |
$468K - $519K
|
68.9K
$18.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.02K- 2.82% |
$480K - $533K
|
69.5K
$18.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 11.57% |
$482K - $534K
|
15.5K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-2.06K- 3.72% |
$490K - $544K
|
53.3K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.09K- 11.78% |
$498K - $552K
|
15.7K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-2.1K- 4.03% |
$499K - $554K
|
49.9K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.14K- 15.91% |
$508K - $563K
|
11.3K
$2.98M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.15K- 11.38% |
$510K - $566K
|
16.7K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-2.15K- 3.5% |
$511K - $566K
|
59.2K
$15.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.16K- 7.89% |
$513K - $569K
|
25.2K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 0.34% |
$514K - $570K
|
627K
$166M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.19K- 8.1% |
$520K - $577K
|
24.8K
$6.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.19K- 50.0% |
$520K - $577K
|
2.19K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.23K- 6.59% |
$530K - $588K
|
31.6K
$8.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.33K- 8.28% |
$554K - $614K
|
25.8K
$6.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 4.09% |
$576K - $639K
|
56.8K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.43K- 6.19% |
$577K - $640K
|
36.7K
$9.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.52K- 3.88% |
$600K - $665K
|
62.4K
$16.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.53K- 8.86% |
$601K - $667K
|
26K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.55K- 74.14% |
$607K - $673K
|
890
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 2.75% |
$617K - $684K
|
91.8K
$24.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 59.77% |
$618K - $686K
|
1.75K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.64K- 85.5% |
$628K - $697K
|
448
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.66K- 8.84% |
$632K - $701K
|
27.4K
$7.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.72K- 13.68% |
$646K - $717K
|
17.1K
$4.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.73K- 75.91% |
$648K - $719K
|
865
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 6.93% |
$653K - $724K
|
36.9K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.75K- 51.11% |
$653K - $725K
|
2.63K
$695K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.76K- 11.9% |
$657K - $729K
|
20.5K
$5.41M
|