Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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
Feb 11, 2025 Q4 2024
Pks Advisory Services, LLC

Albany, NY
BUY
 -
1.09K
New
$285K - $310K
1.09K $307K
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
1.08K
+ 6.67%
$283K - $308K
17.3K $4.88M
May 28, 2025 Q4 2024
Gk Wealth Management LLC

Reno, NV
BUY
 -
1.08K
New
$283K - $308K
1.08K $305K
Feb 18, 2025 Q4 2024
Helium Advisors LLC

Everett, WA
BUY
 -
1.07K
New
$281K - $306K
1.07K $303K
Jan 14, 2025 Q4 2024
Mason & Associates Inc

BUY
 -
1.07K
+ 13.17%
$279K - $304K
9.18K $2.59M
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
1.07K
New
$279K - $304K
1.07K $301K
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
1.07K
+ 0.79%
$279K - $304K
136K $38.5M
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.05K
+ 4.75%
$274K - $299K
23.1K $6.52M
Feb 12, 2025 Q4 2024
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
1.05K
New
$273K - $297K
1.05K $295K
Feb 06, 2025 Q4 2024
Snider Financial Group

Bellevue, WA
BUY
 -
1.04K
New
$272K - $296K
1.04K $293K
Jan 16, 2025 Q4 2024
Ami Investment Management Inc

Kendallville, IN
BUY
 -
1.04K
+ 22.6%
$271K - $295K
5.62K $1.58M
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
1.03K
New
$270K - $294K
1.03K $291K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.03K
+ 2.4%
$270K - $294K
44.1K $12.4M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
1.03K
+ 7.63%
$269K - $292K
14.5K $4.09M
Feb 07, 2025 Q4 2024
Miller Financial Services LLC

Marshall, MI
BUY
 -
1.03K
New
$268K - $292K
1.03K $289K
Feb 14, 2025 Q4 2024
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
1.02K
+ 20.44%
$267K - $291K
6.02K $1.7M
Feb 05, 2025 Q4 2024
Sherman Asset Management, Inc.

Ventura, CA
BUY
 -
1.02K
New
$267K - $291K
1.02K $288K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
1.02K
+ 3.02%
$267K - $290K
34.8K $9.82M
Feb 12, 2025 Q4 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
1.02K
New
$266K - $290K
1.02K $287K
Feb 03, 2025 Q4 2024
Crumly & Associates Inc.

BUY
 -
996
New
$260K - $283K
996 $281K
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
992
New
$259K - $282K
992 $280K
Jan 23, 2025 Q4 2024
Clarity Financial LLC

BUY
 -
987
New
$258K - $281K
987 $278K
Jan 23, 2025 Q4 2024
M Wealth Management, LLC

San Diego, CA
BUY
 -
984
New
$257K - $280K
984 $277K
Jan 31, 2025 Q4 2024
Ieq Capital, LLC

BUY
 -
980
+ 10.72%
$256K - $279K
10.1K $2.85M
Feb 14, 2025 Q4 2024
Fortress Private Ledger, LLC

Raleigh, NC
BUY
 -
978
New
$256K - $278K
978 $276K
Jan 21, 2025 Q4 2024
Clarendon Private LLC

Boston, MA
BUY
 -
973
New
$254K - $277K
973 $274K
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
949
+ 3.21%
$248K - $270K
30.5K $8.61M
Mar 19, 2025 Q4 2024
Northeast Planning Associates, Inc. / Nh /

Bedford, NH
BUY
 -
949
New
$248K - $270K
949 $268K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
945
+ 7.01%
$247K - $269K
14.4K $4.07M
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
917
+ 39.54%
$240K - $261K
3.24K $912K
Feb 13, 2025 Q4 2024
Forum Private Client Group LLC

BUY
 -
915
+ 3.68%
$239K - $260K
25.8K $7.26M
Jan 30, 2025 Q4 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
907
+ 15.79%
$237K - $258K
6.65K $1.87M
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
895
New
$234K - $255K
895 $252K
Feb 14, 2025 Q4 2024
Private Advisory Group LLC

Redmond, WA
BUY
 -
882
+ 2.43%
$231K - $251K
37.1K $10.5M
Feb 18, 2025 Q4 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
881
+ 23.91%
$230K - $251K
4.57K $1.29M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
876
+ 1.37%
$229K - $249K
65K $18.3M
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
876
+ 1.88%
$229K - $249K
47.5K $13.4M
Jan 31, 2025 Q4 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
875
+ 2.41%
$229K - $249K
37.2K $10.5M
Jan 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
874
+ 5.09%
$229K - $249K
18K $5.09M
Jan 22, 2025 Q4 2024
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
874
New
$229K - $249K
874 $246K
Feb 14, 2025 Q4 2024
Long Island Wealth Management, Inc.

Melville, NY
BUY
 -
873
New
$228K - $248K
873 $246K
Feb 14, 2025 Q4 2024
Dark Forest Capital Management LP

Weston, CT
BUY
 -
869
+ 42.43%
$227K - $247K
2.92K $822K
Apr 16, 2025 Q4 2024
Atlas Financial Advisors, Inc.

BUY
 -
867
New
$227K - $247K
867 $244K
Feb 04, 2025 Q4 2024
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
861
New
$225K - $245K
861 $243K
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
861
+ 14.61%
$225K - $245K
6.75K $1.9M
Feb 13, 2025 Q4 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
850
New
$222K - $242K
850 $240K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
849
+ 7.69%
$222K - $242K
11.9K $3.35M
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
849
New
$222K - $242K
849 $239K
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
841
+ 96.22%
$220K - $239K
1.72K $483K

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