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 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 0.57% |
$4.07K - $4.5K
|
3.18K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16+ 1.41% |
$3.61K - $4K
|
1.15K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
16New |
$3.61K - $4K
|
16
$4.31K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.92% |
$3.61K - $4K
|
1.75K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16+ 2.58% |
$3.61K - $4K
|
636
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
15+ 0.43% |
$3.39K - $3.75K
|
3.51K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15+ 0.2% |
$3.39K - $3.75K
|
7.49K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
15+ 1.54% |
$3.39K - $3.75K
|
992
$267K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15+ 1.04% |
$3.39K - $3.75K
|
1.46K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 1.31% |
$3.39K - $3.75K
|
1.16K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.46% |
$3.39K - $3.75K
|
3.28K
$883K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$3.39K - $3.75K
|
15
$4.04K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.06% |
$3.16K - $3.5K
|
22.2K
$5.97M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 13.4% |
$2.94K - $3.25K
|
110
$29.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 0.56% |
$2.71K - $3K
|
2.17K
$583K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
11+ 0.76% |
$2.48K - $2.75K
|
1.45K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
11+ 0.18% |
$2.48K - $2.75K
|
6.08K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
11+ 0.04% |
$2.48K - $2.75K
|
30.6K
$8.23M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 0.39% |
$2.48K - $2.75K
|
2.83K
$760K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.68% |
$2.48K - $2.75K
|
1.62K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 18.87% |
$2.26K - $2.5K
|
63
$17K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10+ 0.86% |
$2.26K - $2.5K
|
1.17K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$2.26K - $2.5K
|
10
$2.69K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 1.01% |
$2.26K - $2.5K
|
1K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9+ 0.25% |
$2.03K - $2.25K
|
3.61K
$970K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.08% |
$2.03K - $2.25K
|
11K
$2.95M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.63% |
$2.03K - $2.25K
|
561
$151K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.14% |
$1.81K - $2K
|
5.73K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.81K - $2K
|
2.11K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.23% |
$1.81K - $2K
|
3.52K
$948K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.36% |
$1.58K - $1.75K
|
1.93K
$518K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$1.58K - $1.75K
|
3.72K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
7+ 0.29% |
$1.58K - $1.75K
|
2.4K
$645K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.06% |
$1.58K - $1.75K
|
12.6K
$3.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.39% |
$1.58K - $1.75K
|
1.81K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
7+ 0.69% |
$1.58K - $1.75K
|
1.02K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$1.58K - $1.75K
|
3.78K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
$1.58K - $1.75K
|
8.84K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.63% |
$1.58K - $1.75K
|
1.12K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 1.54% |
$1.58K - $1.75K
|
463
$125K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 0.09% |
$1.58K - $1.75K
|
7.43K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$1.36K - $1.5K
|
6
$1.61K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$1.36K - $1.5K
|
6
$1.61K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 1.45% |
$1.36K - $1.5K
|
420
$113K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 6.67% |
$1.13K - $1.25K
|
80
$21.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.36% |
$1.13K - $1.25K
|
1.4K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$1.13K - $1.25K
|
9.95K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
5+ 0.41% |
$1.13K - $1.25K
|
1.24K
$333K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5+ 0.38% |
$1.13K - $1.25K
|
1.31K
$353K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 5.0% |
$1.13K - $1.25K
|
105
$28.3K
|