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
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-23.2K- 49.89% |
$5.53M - $6.13M
|
23.4K
$6.58M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.4K- 1.03% |
$5.57M - $6.18M
|
2.25M
$634M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-27.7K- 82.85% |
$6.6M - $7.32M
|
5.74K
$1.62M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30.2K- 51.4% |
$7.18M - $7.96M
|
28.5K
$8.04M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.4K- 19.15% |
$7.71M - $8.55M
|
137K
$38.6M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.3K- 9.86% |
$8.4M - $9.32M
|
323K
$91.1M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.7K- 1.67% |
$8.5M - $9.43M
|
2.1M
$593M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.7K- 1.67% |
$8.5M - $9.43M
|
2.1M
$593M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37K- 6.94% |
$8.79M - $9.76M
|
496K
$140M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.8K- 6.39% |
$9.7M - $10.8M
|
598K
$168M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50.8K- 2.7% |
$12.1M - $13.4M
|
1.83M
$516M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-59.1K- 94.86% |
$14M - $15.6M
|
3.2K
$901K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94.8K- 1.15% |
$22.5M - $25M
|
8.18M
$2.31B
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-192K- 22.3% |
$45.6M - $50.6M
|
668K
$188M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-231K- 99.53% |
$55M - $61.1M
|
1.1K
$310K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-371K- 98.33% |
$88.3M - $98M
|
6.3K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-801K- 3.47% |
$191M - $211M
|
22.3M
$6.28B
|