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 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 6.56% |
$1.49M - $1.62M
|
92.3K
$26M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.67K+ 2.2% |
$1.48M - $1.61M
|
263K
$74.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.65K+ 0.24% |
$1.48M - $1.61M
|
2.38M
$670M
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.48KNew |
$1.43M - $1.56M
|
5.48K
$1.54M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.36KNew |
$1.4M - $1.52M
|
5.36K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.34K+ 201.28% |
$1.4M - $1.52M
|
7.99K
$2.25M
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
5.29K+ 15.37% |
$1.38M - $1.51M
|
39.7K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.27K+ 5.18% |
$1.38M - $1.5M
|
107K
$30.2M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 27.47% |
$1.37M - $1.49M
|
24.3K
$6.86M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.24K+ 59.19% |
$1.37M - $1.49M
|
14.1K
$3.97M
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.23K+ 3.29% |
$1.37M - $1.49M
|
164K
$46.4M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.22K+ 3.55% |
$1.37M - $1.49M
|
152K
$42.9M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.18K+ 238.55% |
$1.35M - $1.47M
|
7.35K
$2.07M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.12K+ 11.64% |
$1.34M - $1.46M
|
49.1K
$13.8M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.12K+ 56.67% |
$1.34M - $1.46M
|
14.1K
$3.99M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.11KNew |
$1.34M - $1.45M
|
5.11K
$1.44M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.97KNew |
$1.3M - $1.41M
|
4.97K
$1.4M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.92K+ 8.54% |
$1.29M - $1.4M
|
62.5K
$17.6M
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
4.7K+ 14.0% |
$1.23M - $1.34M
|
38.2K
$10.8M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.61K+ 1.34% |
$1.21M - $1.31M
|
350K
$98.5M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.61K+ 1.81% |
$1.21M - $1.31M
|
259K
$73M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.56K+ 2.36% |
$1.19M - $1.3M
|
198K
$55.8M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.55KNew |
$1.19M - $1.3M
|
4.55K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.55K+ 7.26% |
$1.19M - $1.29M
|
67.2K
$18.9M
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$1.18M - $1.28M
|
4.51K
$1.27M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.5K+ 10.44% |
$1.18M - $1.28M
|
47.6K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.46K+ 8.61% |
$1.17M - $1.27M
|
56.2K
$15.9M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.42KNew |
$1.16M - $1.26M
|
4.42K
$1.25M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 3.05% |
$1.14M - $1.24M
|
147K
$41.5M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$1.13M - $1.23M
|
4.33K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.25K+ 16.55% |
$1.11M - $1.21M
|
29.9K
$8.43M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.19K+ 1.05% |
$1.1M - $1.19M
|
403K
$114M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.16KNew |
$1.09M - $1.18M
|
4.16K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.16K+ 3.86% |
$1.09M - $1.18M
|
112K
$31.5M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$1.08M - $1.17M
|
4.12K
$1.16M
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
4.12K+ 13.21% |
$1.08M - $1.17M
|
35.3K
$9.94M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.07K+ 5.93% |
$1.06M - $1.16M
|
72.7K
$20.5M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4.05KNew |
$1.06M - $1.15M
|
4.05K
$1.14M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.05KNew |
$1.06M - $1.15M
|
4.05K
$1.14M
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.04KNew |
$1.06M - $1.15M
|
4.04K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4KNew |
$1.05M - $1.14M
|
4K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.98K+ 17.92% |
$1.04M - $1.13M
|
26.2K
$7.39M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 41.83% |
$1.04M - $1.13M
|
13.4K
$3.79M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
3.96KNew |
$1.04M - $1.13M
|
3.96K
$1.12M
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
3.95KNew |
$1.03M - $1.12M
|
3.95K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 15.55% |
$1.03M - $1.12M
|
29.3K
$8.26M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.94K+ 17.02% |
$1.03M - $1.12M
|
27.1K
$7.65M
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.92KNew |
$1.02M - $1.11M
|
3.92K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.9KNew |
$1.02M - $1.11M
|
3.9K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.88K+ 1.18% |
$1.02M - $1.11M
|
333K
$93.8M
|