Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 6.79% |
$226M - $250M
|
15.7M
$4.23B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
624K+ 868.15% |
$141M - $156M
|
696K
$187M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
415K+ 4.12% |
$93.7M - $104M
|
10.5M
$2.82B
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
353K+ 26407.11% |
$79.7M - $88.2M
|
354K
$95.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
308K+ 12.42% |
$69.5M - $76.9M
|
2.78M
$749M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
221K+ 17.7% |
$50M - $55.3M
|
1.47M
$396M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168K+ 104.41% |
$38M - $42.1M
|
330K
$88.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 2.35% |
$37.3M - $41.3M
|
7.2M
$1.94B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 2.35% |
$37.3M - $41.3M
|
7.2M
$1.94B
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 1948.32% |
$34M - $37.6M
|
158K
$42.6M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
113K+ 25.96% |
$25.6M - $28.3M
|
549K
$148M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 10.29% |
$24.7M - $27.3M
|
1.17M
$316M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 19.91% |
$24.1M - $26.7M
|
643K
$173M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97.7K+ 2.72% |
$22.1M - $24.4M
|
3.69M
$992M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95.2K+ 317.51% |
$21.5M - $23.8M
|
125K
$33.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
93.9K+ 21.01% |
$21.2M - $23.5M
|
541K
$146M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 2.98% |
$19.7M - $21.8M
|
3.02M
$813M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
82.9KNew |
$18.7M - $20.7M
|
82.9K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
80.7KNew |
$18.2M - $20.2M
|
80.7K
$21.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.3K+ 0.33% |
$17.7M - $19.6M
|
23.6M
$6.35B
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.7K+ 1.34% |
$15.5M - $17.2M
|
5.2M
$1.4B
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64.4K+ 2256.36% |
$14.5M - $16.1M
|
67.3K
$18.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
61.8KNew |
$14M - $15.4M
|
61.8K
$16.6M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
59.8KNew |
$13.5M - $14.9M
|
59.8K
$16.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
52.8K+ 2350.98% |
$11.9M - $13.2M
|
55K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.2K+ 8.92% |
$11.8M - $13M
|
637K
$171M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51.7K+ 13.72% |
$11.7M - $12.9M
|
428K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
50.3KNew |
$11.4M - $12.6M
|
50.3K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50K+ 20.32% |
$11.3M - $12.5M
|
296K
$79.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
49.3K+ 4.2% |
$11.1M - $12.3M
|
1.22M
$329M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
45.3K+ 921.23% |
$10.2M - $11.3M
|
50.2K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
44.7KNew |
$10.1M - $11.2M
|
44.7K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 21.19% |
$9.98M - $11M
|
253K
$68M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
38.7K+ 3.41% |
$8.73M - $9.66M
|
1.17M
$316M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.9K+ 2.55% |
$8.34M - $9.23M
|
1.49M
$400M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.9K+ 7.41% |
$8.33M - $9.22M
|
535K
$144M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.9K+ 312.14% |
$7.89M - $8.72M
|
46.1K
$12.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
32.3KNew |
$7.29M - $8.06M
|
32.3K
$8.68M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.6K+ 6.42% |
$6.92M - $7.66M
|
508K
$137M
|
|
|
Apr 15, 2024
Q1 2024
|
Hillman CO
|
BUY
|
- |
27.9K+ 136.21% |
$6.29M - $6.96M
|
48.3K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
27.8K+ 44.91% |
$6.28M - $6.95M
|
89.8K
$24.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
27K+ 2.27% |
$6.1M - $6.75M
|
1.22M
$327M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.2KNew |
$5.92M - $6.55M
|
26.2K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
24.9KNew |
$5.63M - $6.23M
|
24.9K
$6.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.2KNew |
$5.24M - $5.8M
|
23.2K
$6.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
22.8K+ 443.83% |
$5.16M - $5.71M
|
28K
$7.53M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 6.2% |
$5.11M - $5.66M
|
388K
$104M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
20.7K+ 20942.42% |
$4.68M - $5.18M
|
20.8K
$5.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.4K+ 7.05% |
$4.62M - $5.11M
|
310K
$83.5M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 4.48% |
$4.55M - $5.04M
|
470K
$126M
|