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
|
F
|
BUY
|
- |
4.7K+ 14.0% |
$1.23M - $1.34M
|
38.2K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.61K+ 1.34% |
$1.21M - $1.31M
|
350K
$94.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.61K+ 1.81% |
$1.21M - $1.31M
|
259K
$70M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.56K+ 2.36% |
$1.19M - $1.3M
|
198K
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.55KNew |
$1.19M - $1.3M
|
4.55K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.55K+ 7.26% |
$1.19M - $1.29M
|
67.2K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$1.18M - $1.28M
|
4.51K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.5K+ 10.44% |
$1.18M - $1.28M
|
47.6K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.46K+ 8.61% |
$1.17M - $1.27M
|
56.2K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4.42KNew |
$1.16M - $1.26M
|
4.42K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.36K+ 3.05% |
$1.14M - $1.24M
|
147K
$39.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$1.13M - $1.23M
|
4.33K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.25K+ 16.55% |
$1.11M - $1.21M
|
29.9K
$8.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.19K+ 1.05% |
$1.1M - $1.19M
|
403K
$109M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.16KNew |
$1.09M - $1.18M
|
4.16K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.16K+ 3.86% |
$1.09M - $1.18M
|
112K
$30.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$1.08M - $1.17M
|
4.12K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
4.12K+ 13.21% |
$1.08M - $1.17M
|
35.3K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.07K+ 5.93% |
$1.06M - $1.16M
|
72.7K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4.05KNew |
$1.06M - $1.15M
|
4.05K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.04KNew |
$1.06M - $1.15M
|
4.04K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4KNew |
$1.05M - $1.14M
|
4K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.98K+ 17.92% |
$1.04M - $1.13M
|
26.2K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 41.83% |
$1.04M - $1.13M
|
13.4K
$3.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
3.96KNew |
$1.04M - $1.13M
|
3.96K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 15.55% |
$1.03M - $1.12M
|
29.3K
$7.93M
|
|
|
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
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.92KNew |
$1.02M - $1.11M
|
3.92K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.9KNew |
$1.02M - $1.11M
|
3.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.88K+ 1.18% |
$1.02M - $1.11M
|
333K
$90M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.87K+ 1.99% |
$1.01M - $1.1M
|
198K
$53.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.83K+ 2.17% |
$1M - $1.09M
|
180K
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.82KNew |
$999K - $1.09M
|
3.82K
$1.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.82K+ 31.66% |
$999K - $1.09M
|
15.9K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.82K+ 19.9% |
$998K - $1.09M
|
23K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.81K+ 2.64% |
$997K - $1.08M
|
148K
$40.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.67K+ 4.85% |
$960K - $1.05M
|
79.4K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.62KNew |
$947K - $1.03M
|
3.62K
$980K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 3.43% |
$944K - $1.03M
|
109K
$29.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.61K+ 2.93% |
$943K - $1.03M
|
127K
$34.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.53K+ 368.3% |
$924K - $1.01M
|
4.49K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.53K+ 94.18% |
$922K - $1M
|
7.27K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.52KNew |
$920K - $1M
|
3.52K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.52KNew |
$919K - $1M
|
3.52K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.51K+ 30.84% |
$917K - $998K
|
14.9K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.49K+ 143.68% |
$912K - $993K
|
5.91K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.48KNew |
$909K - $990K
|
3.48K
$941K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.47K+ 9.48% |
$907K - $987K
|
40K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.46K+ 75.33% |
$906K - $986K
|
8.06K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.41KNew |
$892K - $971K
|
3.41K
$923K
|