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
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
217+ 6.18% |
$49K - $54.2K
|
3.73K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
216+ 5.74% |
$48.8K - $54K
|
3.98K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
215+ 1.16% |
$48.6K - $53.7K
|
18.7K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
214+ 19.53% |
$48.3K - $53.5K
|
1.31K
$352K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
211+ 99.53% |
$47.7K - $52.7K
|
423
$114K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
204+ 2.72% |
$46.1K - $51K
|
7.7K
$2.07M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 2.53% |
$45.2K - $50K
|
8.09K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 3.16% |
$45.2K - $50K
|
6.52K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
198+ 25.13% |
$44.7K - $49.5K
|
986
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
198+ 2.42% |
$44.7K - $49.5K
|
8.37K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
195+ 1.37% |
$44K - $48.7K
|
14.5K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
195+ 2.02% |
$44K - $48.7K
|
9.83K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
193+ 17.47% |
$43.6K - $48.2K
|
1.3K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
192New |
$43.4K - $48K
|
192
$51.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
191+ 12.02% |
$43.1K - $47.7K
|
1.78K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
190+ 7.77% |
$42.9K - $47.5K
|
2.64K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
185New |
$41.8K - $46.2K
|
185
$49.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
184+ 3.31% |
$41.6K - $46K
|
5.74K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
184+ 4.62% |
$41.6K - $46K
|
4.16K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
184+ 2.68% |
$41.6K - $46K
|
7.04K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
182+ 20.38% |
$41.1K - $45.5K
|
1.08K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
182+ 0.96% |
$41.1K - $45.5K
|
19.2K
$5.17M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
182+ 0.09% |
$41.1K - $45.5K
|
196K
$52.8M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
177+ 13.34% |
$40K - $44.2K
|
1.5K
$405K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
176+ 0.44% |
$39.8K - $44K
|
40.5K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
176+ 2.56% |
$39.8K - $44K
|
7.06K
$1.9M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
176New |
$39.8K - $44K
|
176
$47.4K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
176+ 2.56% |
$39.8K - $44K
|
7.06K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
173+ 3.04% |
$39.1K - $43.2K
|
5.86K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
173+ 0.07% |
$39.1K - $43.2K
|
256K
$68.9M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
173+ 4.96% |
$39.1K - $43.2K
|
3.66K
$986K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
172+ 5.07% |
$38.8K - $43K
|
3.56K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
172+ 3.78% |
$38.8K - $43K
|
4.73K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
171+ 1.18% |
$38.6K - $42.7K
|
14.7K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
169+ 2.74% |
$38.2K - $42.2K
|
6.34K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
169New |
$38.2K - $42.2K
|
169
$45.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
167+ 4.9% |
$37.7K - $41.7K
|
3.58K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
165+ 0.5% |
$37.3K - $41.2K
|
33K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
165+ 12.53% |
$37.3K - $41.2K
|
1.48K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
164+ 7.37% |
$37K - $41K
|
2.39K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
164+ 1.54% |
$37K - $41K
|
10.8K
$2.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
162+ 10.07% |
$36.6K - $40.5K
|
1.77K
$477K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
161+ 17.85% |
$36.4K - $40.2K
|
1.06K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
161+ 11.31% |
$36.4K - $40.2K
|
1.58K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
159+ 10.03% |
$35.9K - $39.7K
|
1.74K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
158+ 14.04% |
$35.7K - $39.5K
|
1.28K
$345K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
152+ 7.45% |
$34.3K - $38K
|
2.19K
$590K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
150+ 3.03% |
$33.9K - $37.5K
|
5.1K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
150+ 0.24% |
$33.9K - $37.5K
|
62.7K
$16.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
149+ 1.37% |
$33.7K - $37.2K
|
11K
$2.96M
|