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 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
354+ 2.07% |
$80K - $88.5K
|
17.5K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
354+ 3.58% |
$80K - $88.5K
|
10.2K
$2.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
353+ 28.29% |
$79.7K - $88.2K
|
1.6K
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
338+ 11.74% |
$76.3K - $84.5K
|
3.22K
$865K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
337+ 18.85% |
$76.1K - $84.2K
|
2.13K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
334+ 6.48% |
$75.4K - $83.5K
|
5.49K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
329+ 4.35% |
$74.3K - $82.2K
|
7.89K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
328+ 2.93% |
$74.1K - $82K
|
11.5K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
328+ 27.82% |
$74.1K - $82K
|
1.51K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
325+ 4.79% |
$73.4K - $81.2K
|
7.1K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
321+ 3.61% |
$72.5K - $80.2K
|
9.22K
$2.48M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
319+ 3.48% |
$72K - $79.7K
|
9.48K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
319+ 1.59% |
$72K - $79.7K
|
20.4K
$5.48M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
317+ 15.17% |
$71.6K - $79.2K
|
2.41K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
313+ 2.7% |
$70.7K - $78.2K
|
11.9K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
313+ 0.92% |
$70.7K - $78.2K
|
34.5K
$9.28M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
308+ 1.21% |
$69.6K - $77K
|
25.7K
$6.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
306+ 18.7% |
$69.1K - $76.5K
|
1.94K
$523K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 9.91% |
$67.8K - $75K
|
3.33K
$895K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
292+ 0.67% |
$66K - $73K
|
43.9K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
289+ 1.13% |
$65.3K - $72.2K
|
26K
$6.99M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
286+ 1.37% |
$64.6K - $71.5K
|
21.2K
$5.69M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
284+ 12.49% |
$64.1K - $71K
|
2.56K
$688K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
280+ 0.75% |
$63.2K - $70K
|
37.6K
$10.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
279+ 96.21% |
$63K - $69.7K
|
569
$153K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
278New |
$62.8K - $69.5K
|
278
$74.8K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
270+ 9.79% |
$61K - $67.5K
|
3.03K
$815K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
269+ 25.77% |
$60.8K - $67.2K
|
1.31K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
268+ 8.37% |
$60.5K - $67K
|
3.47K
$933K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
267+ 2.06% |
$60.3K - $66.7K
|
13.2K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
262+ 2.34% |
$59.2K - $65.5K
|
11.4K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
259+ 380.88% |
$58.5K - $64.7K
|
327
$88K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
258+ 9.24% |
$58.3K - $64.5K
|
3.05K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
257+ 9.07% |
$58K - $64.2K
|
3.09K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 6.05% |
$57.6K - $63.7K
|
4.47K
$1.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
254+ 1.82% |
$57.4K - $63.5K
|
14.2K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
249+ 0.66% |
$56.2K - $62.2K
|
37.8K
$10.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
248New |
$56K - $62K
|
248
$66.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
245+ 0.72% |
$55.3K - $61.2K
|
34.4K
$9.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
244+ 2.83% |
$55.1K - $61K
|
8.86K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
243+ 0.85% |
$54.9K - $60.7K
|
29K
$7.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
232+ 1.87% |
$52.4K - $58K
|
12.7K
$3.4M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
230+ 2.59% |
$51.9K - $57.5K
|
9.1K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
230+ 0.94% |
$51.9K - $57.5K
|
24.8K
$6.68M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 0.92% |
$51.3K - $56.7K
|
25K
$6.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
226+ 3.06% |
$51K - $56.5K
|
7.61K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
226+ 2.96% |
$51K - $56.5K
|
7.85K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
220+ 0.1% |
$49.7K - $55K
|
224K
$60.2M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217+ 8.87% |
$49K - $54.2K
|
2.66K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
217+ 6.18% |
$49K - $54.2K
|
3.73K
$1M
|