Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap ETF (VO)
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 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
548+ 1.43% |
$143K - $156K
|
38.7K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
547+ 0.25% |
$143K - $156K
|
220K
$62.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
544+ 24.73% |
$142K - $155K
|
2.74K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
541+ 14.57% |
$141K - $154K
|
4.25K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 14.0% |
$141K - $154K
|
4.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
539+ 1.72% |
$141K - $153K
|
31.9K
$9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
535+ 4.18% |
$140K - $152K
|
13.3K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
527+ 14.02% |
$138K - $150K
|
4.29K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
525+ 2.0% |
$137K - $149K
|
26.8K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
524+ 6.93% |
$137K - $149K
|
8.09K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
522+ 3.95% |
$137K - $149K
|
13.7K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
516+ 3.15% |
$135K - $147K
|
16.9K
$4.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
514+ 3.25% |
$134K - $146K
|
16.3K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
514New |
$134K - $146K
|
514
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
513+ 4.4% |
$134K - $146K
|
12.2K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
513+ 17.68% |
$134K - $146K
|
3.42K
$963K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
510+ 0.54% |
$133K - $145K
|
94.9K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
500New |
$131K - $142K
|
500
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
499+ 3.52% |
$130K - $142K
|
14.7K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
498+ 14.27% |
$130K - $142K
|
3.99K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
495+ 14.03% |
$129K - $141K
|
4.02K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
493+ 1.24% |
$129K - $140K
|
40.2K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
493+ 16.46% |
$129K - $140K
|
3.49K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
492+ 67.21% |
$129K - $140K
|
1.22K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
491+ 6.67% |
$128K - $140K
|
7.85K
$2.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
490+ 3.18% |
$128K - $139K
|
15.9K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
488+ 1016.67% |
$128K - $139K
|
536
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
486+ 26.64% |
$127K - $138K
|
2.31K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
485+ 2.45% |
$127K - $138K
|
20.3K
$5.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
485New |
$127K - $138K
|
485
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
485+ 3.05% |
$127K - $138K
|
16.4K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
483+ 2.01% |
$126K - $137K
|
24.5K
$6.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
478+ 2.63% |
$125K - $136K
|
18.7K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
477+ 16.98% |
$125K - $136K
|
3.29K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
472+ 8.13% |
$123K - $134K
|
6.28K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
471+ 4.77% |
$123K - $134K
|
10.3K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
469+ 57.9% |
$123K - $133K
|
1.28K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
468+ 1.62% |
$122K - $133K
|
29.4K
$8.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
463+ 47.44% |
$121K - $132K
|
1.44K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
461+ 3.68% |
$121K - $131K
|
13K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
454+ 41.54% |
$119K - $129K
|
1.55K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
450+ 1.3% |
$118K - $128K
|
35.1K
$9.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
448+ 1.51% |
$117K - $128K
|
30.2K
$8.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
442+ 22.38% |
$116K - $126K
|
2.42K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
440+ 4.63% |
$115K - $125K
|
9.93K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
438+ 39.04% |
$115K - $125K
|
1.56K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
438+ 23.57% |
$115K - $125K
|
2.3K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
434+ 5.4% |
$113K - $124K
|
8.47K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
432+ 1.5% |
$113K - $123K
|
29.2K
$8.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
431+ 1.6% |
$113K - $123K
|
27.4K
$7.72M
|