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 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-66- 2.83% |
$14.9K - $16.5K
|
2.27K
$611K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-66- 4.2% |
$14.9K - $16.5K
|
1.51K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-67- 2.69% |
$15.1K - $16.7K
|
2.43K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-67- 1.27% |
$15.1K - $16.7K
|
5.22K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-69- 0.46% |
$15.6K - $17.2K
|
15.1K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-70- 1.96% |
$15.8K - $17.5K
|
3.51K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-70- 4.15% |
$15.8K - $17.5K
|
1.62K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-70- 0.71% |
$15.8K - $17.5K
|
9.82K
$2.64M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 11.99% |
$15.8K - $17.5K
|
514
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-71- 3.84% |
$16K - $17.7K
|
1.78K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-71- 0.72% |
$16K - $17.7K
|
9.84K
$2.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-76- 5.69% |
$17.2K - $19K
|
1.26K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-76- 1.97% |
$17.2K - $19K
|
3.78K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-76- 0.69% |
$17.2K - $19K
|
11K
$2.95M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-77- 1.92% |
$17.4K - $19.2K
|
3.93K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 0.51% |
$17.6K - $19.5K
|
15.2K
$4.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-78- 2.35% |
$17.6K - $19.5K
|
3.24K
$871K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-79- 4.44% |
$17.8K - $19.7K
|
1.7K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-80- 1.93% |
$18.1K - $20K
|
4.07K
$1.1M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-80- 51.61% |
$18.1K - $20K
|
75
$20.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-81- 3.47% |
$18.3K - $20.2K
|
2.25K
$605K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-81- 2.73% |
$18.3K - $20.2K
|
2.88K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-81- 1.34% |
$18.3K - $20.2K
|
5.95K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-82- 1.36% |
$18.5K - $20.5K
|
5.95K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-82- 0.73% |
$18.5K - $20.5K
|
11.1K
$2.99M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-83- 1.81% |
$18.7K - $20.7K
|
4.51K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-85- 4.08% |
$19.2K - $21.2K
|
2K
$538K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-85- 7.73% |
$19.2K - $21.2K
|
1.01K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-86- 1.07% |
$19.4K - $21.5K
|
7.97K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-87- 7.97% |
$19.6K - $21.7K
|
1K
$270K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-88- 5.32% |
$19.9K - $22K
|
1.57K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-94- 4.46% |
$21.2K - $23.5K
|
2.01K
$542K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-95- 2.67% |
$21.5K - $23.7K
|
3.46K
$931K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-95- 3.05% |
$21.5K - $23.7K
|
3.02K
$814K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-95- 1.1% |
$21.5K - $23.7K
|
8.56K
$2.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-97- 15.16% |
$21.9K - $24.2K
|
543
$146K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-98- 0.31% |
$22.1K - $24.5K
|
31.3K
$8.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-98- 0.68% |
$22.1K - $24.5K
|
14.4K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-99- 4.76% |
$22.4K - $24.7K
|
1.98K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-99- 1.37% |
$22.4K - $24.7K
|
7.14K
$1.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-100- 1.32% |
$22.6K - $25K
|
7.49K
$2.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100- 2.43% |
$22.6K - $25K
|
4.02K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100- 2.42% |
$22.6K - $25K
|
4.03K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-100- 2.34% |
$22.6K - $25K
|
4.18K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-100- 3.69% |
$22.6K - $25K
|
2.61K
$703K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 7.92% |
$22.6K - $25K
|
1.16K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-100- 9.42% |
$22.6K - $25K
|
962
$259K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 0.3% |
$22.6K - $25K
|
32.9K
$8.84M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-101- 9.73% |
$22.8K - $25.2K
|
937
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-103- 7.66% |
$23.3K - $25.7K
|
1.24K
$334K
|