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
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
55+ 4.41% |
$12.4K - $13.7K
|
1.3K
$350K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
55+ 0.43% |
$12.4K - $13.7K
|
13K
$3.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
53New |
$12K - $13.2K
|
53
$14.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
52+ 0.85% |
$11.7K - $13K
|
6.2K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
52+ 0.85% |
$11.7K - $13K
|
6.19K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51+ 7.8% |
$11.5K - $12.7K
|
705
$190K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 0.15% |
$11.5K - $12.7K
|
34.7K
$9.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 5.21% |
$11.3K - $12.5K
|
1.01K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
50+ 0.2% |
$11.3K - $12.5K
|
25.3K
$6.8M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
50+ 0.27% |
$11.3K - $12.5K
|
18.9K
$5.07M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
50+ 0.91% |
$11.3K - $12.5K
|
5.52K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
50+ 0.31% |
$11.3K - $12.5K
|
16K
$4.3M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
50+ 0.31% |
$11.3K - $12.5K
|
16K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
49New |
$11.1K - $12.2K
|
49
$13.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
48+ 29.09% |
$10.8K - $12K
|
213
$57.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
46+ 2.19% |
$10.4K - $11.5K
|
2.15K
$578K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
45+ 1.65% |
$10.2K - $11.2K
|
2.77K
$746K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 32.09% |
$9.71K - $10.7K
|
177
$47.6K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
42+ 1.2% |
$9.49K - $10.5K
|
3.55K
$956K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
41+ 4.44% |
$9.26K - $10.2K
|
965
$260K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
40+ 2.67% |
$9.03K - $9.99K
|
1.54K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
40+ 28.57% |
$9.03K - $9.99K
|
180
$48.4K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
39+ 1.65% |
$8.81K - $9.74K
|
2.4K
$647K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.92% |
$8.81K - $9.74K
|
2.07K
$558K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
38+ 1.57% |
$8.58K - $9.49K
|
2.46K
$663K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35+ 0.04% |
$7.91K - $8.75K
|
88.1K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34+ 3.24% |
$7.68K - $8.5K
|
1.09K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 1.39% |
$6.78K - $7.5K
|
2.2K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
30+ 0.37% |
$6.78K - $7.5K
|
8.18K
$2.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 0.18% |
$6.78K - $7.5K
|
16.9K
$4.55M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
28+ 1.62% |
$6.32K - $7K
|
1.75K
$471K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
28+ 1.52% |
$6.32K - $7K
|
1.87K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
28+ 3.31% |
$6.32K - $7K
|
874
$235K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.81% |
$6.32K - $7K
|
3.47K
$935K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27+ 0.45% |
$6.1K - $6.75K
|
6.05K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27+ 0.03% |
$6.1K - $6.75K
|
106K
$28.4M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
26+ 1.53% |
$5.87K - $6.5K
|
1.72K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25+ 0.84% |
$5.65K - $6.25K
|
3.01K
$811K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
25+ 1.06% |
$5.65K - $6.25K
|
2.39K
$642K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 1.24% |
$5.65K - $6.25K
|
2.04K
$548K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
25+ 0.11% |
$5.65K - $6.25K
|
23.5K
$6.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
24+ 0.82% |
$5.42K - $6K
|
2.95K
$795K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
22+ 0.38% |
$4.97K - $5.5K
|
5.75K
$1.55M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
22New |
$4.97K - $5.5K
|
22
$5.92K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21+ 1.49% |
$4.74K - $5.25K
|
1.44K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20+ 1.91% |
$4.52K - $5K
|
1.07K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
20+ 0.69% |
$4.52K - $5K
|
2.91K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
20+ 0.25% |
$4.52K - $5K
|
7.87K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
19+ 6.4% |
$4.29K - $4.75K
|
316
$85K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
19+ 1.96% |
$4.29K - $4.75K
|
988
$266K
|