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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
107+ 0.98% |
$28K - $30.5K
|
11K
$2.97M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
107+ 3.63% |
$28K - $30.5K
|
3.06K
$827K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 6.62% |
$28K - $30.5K
|
1.72K
$466K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
106+ 4.03% |
$27.7K - $30.2K
|
2.74K
$740K
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
106+ 5.67% |
$27.7K - $30.2K
|
1.98K
$534K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 1.19% |
$27.5K - $29.9K
|
8.96K
$2.42M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
103+ 3.86% |
$26.9K - $29.3K
|
2.77K
$750K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
101+ 4.1% |
$26.4K - $28.7K
|
2.57K
$694K
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
101+ 3.66% |
$26.4K - $28.7K
|
2.86K
$775K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
101+ 1.62% |
$26.4K - $28.7K
|
6.34K
$1.71M
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
101+ 0.2% |
$26.4K - $28.7K
|
50.7K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
101+ 0.49% |
$26.4K - $28.7K
|
20.7K
$5.6M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
100+ 12.99% |
$26.2K - $28.5K
|
870
$235K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 7.4% |
$25.9K - $28.2K
|
1.44K
$389K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 2.34% |
$25.4K - $27.6K
|
4.24K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
97New |
$25.4K - $27.6K
|
97
$26.2K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96+ 33.57% |
$25.1K - $27.3K
|
382
$103K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
95+ 7.95% |
$24.8K - $27K
|
1.29K
$349K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
92+ 3.72% |
$24.1K - $26.2K
|
2.57K
$694K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
92+ 5.92% |
$24.1K - $26.2K
|
1.65K
$445K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
91+ 11.21% |
$23.8K - $25.9K
|
903
$244K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
91+ 4.61% |
$23.8K - $25.9K
|
2.06K
$558K
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
90+ 2.23% |
$23.5K - $25.6K
|
4.13K
$1.12M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
89+ 4.62% |
$23.3K - $25.3K
|
2.02K
$545K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
88New |
$23K - $25K
|
88
$23.8K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.39% |
$23K - $25K
|
22.7K
$6.15M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87+ 3.26% |
$22.8K - $24.8K
|
2.75K
$744K
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
87+ 0.44% |
$22.8K - $24.8K
|
19.8K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
86+ 17.2% |
$22.5K - $24.5K
|
586
$158K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 9.65% |
$22.2K - $24.2K
|
966
$261K
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
84+ 0.62% |
$22K - $23.9K
|
13.7K
$3.71M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
83+ 4.25% |
$21.7K - $23.6K
|
2.03K
$550K
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
83+ 4.57% |
$21.7K - $23.6K
|
1.9K
$514K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
83+ 0.78% |
$21.7K - $23.6K
|
10.8K
$2.91M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
81+ 0.1% |
$21.2K - $23.1K
|
80.2K
$21.7M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.08% |
$20.9K - $22.8K
|
2.04K
$551K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
80+ 4.56% |
$20.9K - $22.8K
|
1.83K
$496K
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
79+ 0.56% |
$20.7K - $22.5K
|
14.2K
$3.84M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
79+ 8.59% |
$20.7K - $22.5K
|
999
$270K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
78+ 0.31% |
$20.4K - $22.2K
|
25.5K
$6.89M
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
76+ 4.11% |
$19.9K - $21.6K
|
1.93K
$521K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
75+ 0.41% |
$19.6K - $21.3K
|
18.5K
$5M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
75New |
$19.6K - $21.3K
|
75
$20.3K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
74+ 10.28% |
$19.4K - $21.1K
|
794
$215K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
74+ 18.23% |
$19.4K - $21.1K
|
480
$130K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
74+ 2.57% |
$19.4K - $21.1K
|
2.95K
$798K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
74New |
$19.4K - $21.1K
|
74
$20K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
74+ 7.13% |
$19.4K - $21.1K
|
1.11K
$301K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
74+ 2.03% |
$19.4K - $21.1K
|
3.73K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
73+ 22.6% |
$19.1K - $20.8K
|
396
$107K
|