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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.69K+ 4.36% |
$703K - $766K
|
64.3K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.69KNew |
$703K - $765K
|
2.69K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
2.68K+ 23.16% |
$700K - $762K
|
14.2K
$4.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.65K+ 4.54% |
$693K - $755K
|
61.1K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.65K+ 6.44% |
$693K - $754K
|
43.8K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.63KNew |
$688K - $749K
|
2.63K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
2.57K+ 2.13% |
$673K - $732K
|
123K
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$670K - $729K
|
2.56K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.54KNew |
$664K - $723K
|
2.54K
$716K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.52KNew |
$658K - $717K
|
2.52K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 7.22% |
$657K - $716K
|
37.3K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.51K+ 8.17% |
$656K - $714K
|
33.2K
$9.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.5K+ 92.36% |
$655K - $712K
|
5.21K
$1.47M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.5KNew |
$654K - $712K
|
2.5K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 195.44% |
$650K - $708K
|
3.76K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.48K+ 21.42% |
$648K - $706K
|
14.1K
$3.96M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.45KNew |
$641K - $698K
|
2.45K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.45K+ 3.61% |
$641K - $698K
|
70.3K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.44KNew |
$638K - $695K
|
2.44K
$688K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.43K+ 312.05% |
$636K - $693K
|
3.21K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 31.24% |
$631K - $687K
|
10.1K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.41KNew |
$629K - $685K
|
2.41K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.4K+ 0.91% |
$628K - $684K
|
266K
$75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 0.45% |
$628K - $684K
|
537K
$151M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.4K+ 7.62% |
$627K - $682K
|
33.8K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.38KNew |
$622K - $677K
|
2.38K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.37K+ 7.36% |
$619K - $674K
|
34.6K
$9.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.36K+ 3.07% |
$617K - $671K
|
79.3K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.36KNew |
$617K - $671K
|
2.36K
$665K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.34KNew |
$611K - $665K
|
2.34K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.33K+ 47.74% |
$609K - $662K
|
7.2K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.33K+ 60.36% |
$609K - $662K
|
6.18K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.32KNew |
$607K - $660K
|
2.32K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.32KNew |
$606K - $659K
|
2.32K
$653K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.32KNew |
$606K - $659K
|
2.32K
$653K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 7.21% |
$601K - $654K
|
34.2K
$9.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.27K+ 25.99% |
$594K - $646K
|
11K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.27K+ 13.57% |
$593K - $646K
|
19K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.24K+ 9.83% |
$585K - $637K
|
25K
$7.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.24K+ 7.7% |
$585K - $636K
|
31.3K
$8.82M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.23KNew |
$582K - $633K
|
2.23K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.21KNew |
$577K - $628K
|
2.21K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.19KNew |
$572K - $623K
|
2.19K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.19K+ 8.81% |
$571K - $622K
|
27K
$7.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.17K+ 2.36% |
$566K - $616K
|
94K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.15K+ 5.65% |
$562K - $612K
|
40.3K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.15KNew |
$562K - $611K
|
2.15K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.15K+ 106.66% |
$561K - $611K
|
4.16K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.13K+ 3.44% |
$558K - $607K
|
64K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.13K+ 17.86% |
$557K - $606K
|
14K
$3.96M
|