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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.5K- 54.49% |
$5.1M - $5.55M
|
16.3K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.2K- 4.88% |
$5.28M - $5.75M
|
394K
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.4K- 45.72% |
$5.34M - $5.81M
|
24.2K
$6.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 3.65% |
$5.7M - $6.2M
|
576K
$162M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.2K- 7.11% |
$5.8M - $6.31M
|
289K
$81.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.4K- 62.01% |
$6.11M - $6.65M
|
14.3K
$4.04M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-24.1K- 10.85% |
$6.3M - $6.86M
|
198K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.2K- 4.22% |
$6.6M - $7.18M
|
573K
$161M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-27.6K- 86.02% |
$7.22M - $7.86M
|
4.49K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-27.9K- 23.28% |
$7.3M - $7.94M
|
92K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.5K- 1.12% |
$8.23M - $8.96M
|
2.78M
$784M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-31.7K- 8.88% |
$8.29M - $9.03M
|
326K
$91.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-36.4K- 84.27% |
$9.53M - $10.4M
|
6.8K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38.3K- 53.77% |
$10M - $10.9M
|
32.9K
$9.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.1K- 12.21% |
$11.8M - $12.8M
|
324K
$91.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-54K- 21.03% |
$14.1M - $15.4M
|
203K
$57.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.9K- 17.0% |
$14.4M - $15.6M
|
268K
$75.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64.1K- 15.17% |
$16.8M - $18.2M
|
358K
$101M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.4K- 11.63% |
$20.8M - $22.6M
|
604K
$170M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-83.4K- 50.67% |
$21.8M - $23.7M
|
81.2K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.4K- 1.14% |
$24.4M - $26.6M
|
8.09M
$2.28B
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-101K- 5.52% |
$26.4M - $28.8M
|
1.73M
$488M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110K- 3.13% |
$28.7M - $31.2M
|
3.39M
$957M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-280K- 89.63% |
$73.2M - $79.7M
|
32.4K
$9.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-292K- 99.6% |
$76.4M - $83.1M
|
1.17K
$330K
|