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 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.87K+ 1.99% |
$1.01M - $1.1M
|
198K
$55.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.83K+ 2.17% |
$1M - $1.09M
|
180K
$50.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.82KNew |
$999K - $1.09M
|
3.82K
$1.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.82K+ 31.66% |
$999K - $1.09M
|
15.9K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.82K+ 19.9% |
$998K - $1.09M
|
23K
$6.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.81K+ 2.64% |
$997K - $1.08M
|
148K
$41.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.67K+ 4.85% |
$960K - $1.05M
|
79.4K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.62KNew |
$947K - $1.03M
|
3.62K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 3.43% |
$944K - $1.03M
|
109K
$30.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.61K+ 2.93% |
$943K - $1.03M
|
127K
$35.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.53K+ 368.3% |
$924K - $1.01M
|
4.49K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.53K+ 94.18% |
$922K - $1M
|
7.27K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.52KNew |
$920K - $1M
|
3.52K
$992K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.52KNew |
$919K - $1M
|
3.52K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.51K+ 30.84% |
$917K - $998K
|
14.9K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.49K+ 143.68% |
$912K - $993K
|
5.91K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.48KNew |
$909K - $990K
|
3.48K
$980K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.47K+ 9.48% |
$907K - $987K
|
40K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.46K+ 75.33% |
$906K - $986K
|
8.06K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.41KNew |
$892K - $971K
|
3.41K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.4K+ 4.86% |
$889K - $967K
|
73.4K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.39K+ 7.93% |
$888K - $966K
|
46.2K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.36K+ 3.68% |
$879K - $957K
|
94.7K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 288.94% |
$861K - $937K
|
4.43K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.29KNew |
$860K - $936K
|
3.29K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.25K+ 9.54% |
$850K - $926K
|
37.3K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.25K+ 1.88% |
$849K - $924K
|
176K
$49.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.21KNew |
$838K - $913K
|
3.21K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.21KNew |
$838K - $913K
|
3.21K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.2K+ 1.6% |
$836K - $910K
|
203K
$57.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.18KNew |
$833K - $906K
|
3.18K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.15K+ 6.54% |
$824K - $897K
|
51.3K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 7.08% |
$810K - $881K
|
46.9K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.09K+ 44.74% |
$809K - $880K
|
10K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$802K - $873K
|
3.07K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.07K+ 5.43% |
$802K - $873K
|
59.5K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
3.02KNew |
$790K - $860K
|
3.02K
$852K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.98KNew |
$780K - $849K
|
2.98K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.97K+ 223.18% |
$776K - $844K
|
4.3K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.95K+ 7.86% |
$772K - $840K
|
40.5K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.94K+ 4.5% |
$768K - $836K
|
68.2K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.91K+ 64.2% |
$760K - $827K
|
7.44K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.9KNew |
$759K - $827K
|
2.9K
$819K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.88KNew |
$752K - $818K
|
2.88K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.85K+ 43.92% |
$745K - $811K
|
9.34K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.84KNew |
$741K - $807K
|
2.84K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.83K+ 41.46% |
$740K - $806K
|
9.66K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.78K+ 77.34% |
$726K - $791K
|
6.37K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.77K+ 174.4% |
$725K - $789K
|
4.36K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$709K - $772K
|
2.71K
$764K
|