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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$21.2K - $23.5K
|
94
$25.3K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
93+ 1.05% |
$21K - $23.2K
|
8.91K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
93+ 7.4% |
$21K - $23.2K
|
1.35K
$363K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
92+ 0.28% |
$20.8K - $23K
|
33.4K
$8.98M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
91+ 3.09% |
$20.6K - $22.7K
|
3.04K
$817K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
91+ 0.27% |
$20.6K - $22.7K
|
33.9K
$9.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 0.62% |
$20.3K - $22.5K
|
14.5K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90New |
$20.3K - $22.5K
|
90
$24.2K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
88+ 2.76% |
$19.9K - $22K
|
3.28K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
88+ 1.69% |
$19.9K - $22K
|
5.31K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
87+ 8.5% |
$19.6K - $21.7K
|
1.11K
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 2.07% |
$19.4K - $21.5K
|
4.24K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
86+ 1.16% |
$19.4K - $21.5K
|
7.53K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
85+ 62.04% |
$19.2K - $21.2K
|
222
$59.7K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
84+ 1.09% |
$19K - $21K
|
7.78K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
81+ 0.2% |
$18.3K - $20.2K
|
40.1K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
80+ 3.11% |
$18.1K - $20K
|
2.66K
$715K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
80New |
$18.1K - $20K
|
80
$21.5K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79+ 32.64% |
$17.8K - $19.7K
|
321
$86.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
78+ 2.96% |
$17.6K - $19.5K
|
2.71K
$730K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
78New |
$17.6K - $19.5K
|
78
$21K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 7.89% |
$17.4K - $19.2K
|
1.05K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
77+ 2.27% |
$17.4K - $19.2K
|
3.48K
$935K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 0.62% |
$17.4K - $19.2K
|
12.4K
$3.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
76+ 5.81% |
$17.2K - $19K
|
1.38K
$372K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
74+ 6.92% |
$16.7K - $18.5K
|
1.14K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
74+ 10.91% |
$16.7K - $18.5K
|
752
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
73+ 0.62% |
$16.5K - $18.2K
|
11.8K
$3.18M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
70New |
$15.8K - $17.5K
|
70
$18.8K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
70+ 3.99% |
$15.8K - $17.5K
|
1.82K
$491K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
68+ 2.97% |
$15.4K - $17K
|
2.36K
$635K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.52% |
$15.4K - $17K
|
13.2K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
68+ 3.14% |
$15.4K - $17K
|
2.23K
$600K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
66+ 0.39% |
$14.9K - $16.5K
|
16.9K
$4.55M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
66+ 3.36% |
$14.9K - $16.5K
|
2.03K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
65+ 11.04% |
$14.7K - $16.2K
|
654
$176K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 2.19% |
$14.5K - $16K
|
2.99K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
63+ 2.53% |
$14.2K - $15.7K
|
2.56K
$688K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
63New |
$14.2K - $15.7K
|
63
$17K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
63+ 0.63% |
$14.2K - $15.7K
|
10.1K
$2.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
62+ 1.48% |
$14K - $15.5K
|
4.26K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
62+ 4.8% |
$14K - $15.5K
|
1.36K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
61+ 11.09% |
$13.8K - $15.2K
|
611
$164K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
60+ 1.29% |
$13.6K - $15K
|
4.72K
$1.27M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
60+ 5.21% |
$13.6K - $15K
|
1.21K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 6.24% |
$13.3K - $14.7K
|
1K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
59New |
$13.3K - $14.7K
|
59
$15.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
58+ 0.09% |
$13.1K - $14.5K
|
61.7K
$16.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
56+ 9.69% |
$12.6K - $14K
|
634
$171K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
56+ 0.07% |
$12.6K - $14K
|
81.7K
$22M
|