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 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 11.57% |
$482K - $534K
|
15.5K
$4.36M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-2.06K- 3.72% |
$490K - $544K
|
53.3K
$15M
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.09K- 11.78% |
$498K - $552K
|
15.7K
$4.42M
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.1K- 11.24% |
$499K - $553K
|
16.6K
$4.67M
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.1K- 11.24% |
$499K - $553K
|
16.6K
$4.67M
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-2.1K- 4.03% |
$499K - $554K
|
49.9K
$14.1M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.14K- 15.91% |
$508K - $563K
|
11.3K
$3.18M
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.15K- 11.38% |
$510K - $566K
|
16.7K
$4.71M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-2.15K- 3.5% |
$511K - $566K
|
59.2K
$16.7M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.16K- 7.89% |
$513K - $569K
|
25.2K
$7.1M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 0.34% |
$514K - $570K
|
627K
$177M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.19K- 8.1% |
$520K - $577K
|
24.8K
$6.99M
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.19K- 50.0% |
$520K - $577K
|
2.19K
$616K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.23K- 6.59% |
$530K - $588K
|
31.6K
$8.91M
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.33K- 8.28% |
$554K - $614K
|
25.8K
$7.27M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 4.09% |
$576K - $639K
|
56.8K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.43K- 6.19% |
$577K - $640K
|
36.7K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.52K- 3.88% |
$600K - $665K
|
62.4K
$17.6M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.53K- 8.86% |
$601K - $667K
|
26K
$7.33M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.55K- 74.14% |
$607K - $673K
|
890
$251K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 2.75% |
$617K - $684K
|
91.8K
$25.9M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 59.77% |
$618K - $686K
|
1.75K
$493K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.64K- 85.5% |
$628K - $697K
|
448
$126K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.66K- 8.84% |
$632K - $701K
|
27.4K
$7.73M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.72K- 13.68% |
$646K - $717K
|
17.1K
$4.83M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.73K- 75.91% |
$648K - $719K
|
865
$244K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 6.93% |
$653K - $724K
|
36.9K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.75K- 51.11% |
$653K - $725K
|
2.63K
$741K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.76K- 11.9% |
$657K - $729K
|
20.5K
$5.77M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.82K- 3.49% |
$670K - $743K
|
77.9K
$22M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.86K- 50.39% |
$679K - $753K
|
2.81K
$792K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.87K- 19.16% |
$682K - $756K
|
12.1K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.97K- 8.51% |
$706K - $784K
|
31.9K
$9M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.99K- 5.07% |
$710K - $788K
|
55.9K
$15.8M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.07K- 18.41% |
$729K - $809K
|
13.6K
$3.83M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.1K- 54.22% |
$737K - $817K
|
2.62K
$737K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 33.92% |
$758K - $841K
|
6.21K
$1.75M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.38K- 10.05% |
$803K - $891K
|
30.2K
$8.51M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.39K- 0.12% |
$806K - $894K
|
2.81M
$792M
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.59K- 72.47% |
$853K - $946K
|
1.36K
$384K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.61K- 3.29% |
$859K - $953K
|
106K
$29.9M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.62K- 3.22% |
$860K - $954K
|
109K
$30.7M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.89K- 1.81% |
$926K - $1.03M
|
211K
$59.4M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.92K- 76.48% |
$931K - $1.03M
|
1.2K
$339K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4K- 1.17% |
$952K - $1.06M
|
338K
$95.2M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.15K- 93.73% |
$988K - $1.1M
|
278
$78.4K
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-4.24K- 9.39% |
$1.01M - $1.12M
|
40.9K
$11.5M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.24K- 1.56% |
$1.01M - $1.12M
|
268K
$75.7M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.38K- 4.9% |
$1.04M - $1.16M
|
85.2K
$24M
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-4.5K- 6.21% |
$1.07M - $1.19M
|
67.8K
$19.1M
|