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 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.4K+ 4.86% |
$889K - $967K
|
73.4K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.39K+ 7.93% |
$888K - $966K
|
46.2K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.36K+ 3.68% |
$879K - $957K
|
94.7K
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 288.94% |
$861K - $937K
|
4.43K
$1.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.29KNew |
$860K - $936K
|
3.29K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.25K+ 9.54% |
$850K - $926K
|
37.3K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.25K+ 1.88% |
$849K - $924K
|
176K
$47.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.21KNew |
$838K - $913K
|
3.21K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.21KNew |
$838K - $913K
|
3.21K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.2K+ 1.6% |
$836K - $910K
|
203K
$54.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.18KNew |
$833K - $906K
|
3.18K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3.15K+ 6.54% |
$824K - $897K
|
51.3K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 7.08% |
$810K - $881K
|
46.9K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.09K+ 44.74% |
$809K - $880K
|
10K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$802K - $873K
|
3.07K
$830K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.07K+ 5.43% |
$802K - $873K
|
59.5K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
3.02KNew |
$790K - $860K
|
3.02K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.97K+ 223.18% |
$776K - $844K
|
4.3K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.95K+ 7.86% |
$772K - $840K
|
40.5K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.94K+ 4.5% |
$768K - $836K
|
68.2K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.91K+ 64.2% |
$760K - $827K
|
7.44K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
2.9KNew |
$759K - $827K
|
2.9K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.88KNew |
$752K - $818K
|
2.88K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.85K+ 43.92% |
$745K - $811K
|
9.34K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.84KNew |
$741K - $807K
|
2.84K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.83K+ 41.46% |
$740K - $806K
|
9.66K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.78K+ 77.34% |
$726K - $791K
|
6.37K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.77K+ 174.4% |
$725K - $789K
|
4.36K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$709K - $772K
|
2.71K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.69K+ 4.36% |
$703K - $766K
|
64.3K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.69KNew |
$703K - $765K
|
2.69K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
2.68K+ 23.16% |
$700K - $762K
|
14.2K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.65K+ 4.54% |
$693K - $755K
|
61.1K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.65K+ 6.44% |
$693K - $754K
|
43.8K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.63KNew |
$688K - $749K
|
2.63K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
2.57K+ 2.13% |
$673K - $732K
|
123K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$670K - $729K
|
2.56K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.54KNew |
$664K - $723K
|
2.54K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 7.22% |
$657K - $716K
|
37.3K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.51K+ 8.17% |
$656K - $714K
|
33.2K
$8.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.5K+ 92.36% |
$655K - $712K
|
5.21K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 195.44% |
$650K - $708K
|
3.76K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.48K+ 21.42% |
$648K - $706K
|
14.1K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.45K+ 3.61% |
$641K - $698K
|
70.3K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.44KNew |
$638K - $695K
|
2.44K
$660K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.43K+ 312.05% |
$636K - $693K
|
3.21K
$869K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 31.24% |
$631K - $687K
|
10.1K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.41KNew |
$629K - $685K
|
2.41K
$651K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.4K+ 0.91% |
$628K - $684K
|
266K
$72M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 0.45% |
$628K - $684K
|
537K
$145M
|