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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.72K+ 3.44% |
$450K - $489K
|
51.7K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 36.98% |
$446K - $486K
|
6.32K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.71K+ 2.58% |
$446K - $486K
|
67.9K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$445K - $484K
|
1.7K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.7KNew |
$444K - $483K
|
1.7K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.68K+ 11.44% |
$439K - $478K
|
16.4K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.68KNew |
$439K - $478K
|
1.68K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.67KNew |
$438K - $476K
|
1.67K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.67K+ 4.65% |
$437K - $476K
|
37.7K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.66K+ 4.96% |
$435K - $473K
|
35.2K
$9.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 2.53% |
$432K - $470K
|
67.1K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.63K+ 25.89% |
$427K - $464K
|
7.93K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.63K+ 3.26% |
$425K - $463K
|
51.5K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.62KNew |
$424K - $461K
|
1.62K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.62KNew |
$423K - $461K
|
1.62K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.61K+ 27.12% |
$421K - $459K
|
7.55K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.61K+ 3.68% |
$420K - $457K
|
45.3K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.6KNew |
$418K - $455K
|
1.6K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.6KNew |
$417K - $454K
|
1.6K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.58K+ 31.55% |
$413K - $450K
|
6.59K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.58KNew |
$413K - $449K
|
1.58K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.58KNew |
$413K - $449K
|
1.58K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.57K+ 3.05% |
$411K - $447K
|
53K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.57KNew |
$411K - $447K
|
1.57K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.56K+ 4.79% |
$408K - $445K
|
34.2K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.55K+ 7.96% |
$405K - $441K
|
21K
$5.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.53KNew |
$400K - $435K
|
1.53K
$431K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.52KNew |
$397K - $432K
|
1.52K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.52KNew |
$396K - $431K
|
1.52K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.51KNew |
$396K - $431K
|
1.51K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.5KNew |
$393K - $428K
|
1.5K
$424K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$392K - $427K
|
1.5K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.49K+ 112.5% |
$391K - $425K
|
2.82K
$795K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 1.06% |
$386K - $420K
|
141K
$39.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.48K+ 15.65% |
$386K - $420K
|
10.9K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.47K+ 2.57% |
$385K - $419K
|
58.7K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.45K+ 85.0% |
$378K - $411K
|
3.15K
$887K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.43K+ 11.42% |
$375K - $408K
|
14K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.43K+ 3.15% |
$374K - $407K
|
46.8K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.42KNew |
$371K - $403K
|
1.42K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.41K+ 2.28% |
$370K - $402K
|
63.5K
$17.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.41K+ 3.31% |
$368K - $400K
|
43.9K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.41KNew |
$368K - $400K
|
1.41K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.4KNew |
$366K - $398K
|
1.4K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39KNew |
$364K - $396K
|
1.39K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 6.1% |
$364K - $396K
|
24.2K
$6.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.37KNew |
$359K - $390K
|
1.37K
$386K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.37K+ 19.09% |
$358K - $389K
|
8.54K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.35K+ 3.06% |
$354K - $385K
|
45.6K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.34K+ 16.49% |
$351K - $382K
|
9.48K
$2.67M
|