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 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100- 2.43% |
$22.6K - $25K
|
4.02K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100- 2.42% |
$22.6K - $25K
|
4.03K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-100- 2.34% |
$22.6K - $25K
|
4.18K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-100- 3.69% |
$22.6K - $25K
|
2.61K
$672K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-100- 7.92% |
$22.6K - $25K
|
1.16K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-100- 9.42% |
$22.6K - $25K
|
962
$247K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 0.3% |
$22.6K - $25K
|
32.9K
$8.45M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-101- 9.73% |
$22.8K - $25.2K
|
937
$241K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-103- 7.66% |
$23.3K - $25.7K
|
1.24K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-104- 1.55% |
$23.5K - $26K
|
6.62K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-106- 4.74% |
$23.9K - $26.5K
|
2.13K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-106- 5.2% |
$23.9K - $26.5K
|
1.93K
$497K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-107- 0.97% |
$24.2K - $26.7K
|
11K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-107- 0.12% |
$24.2K - $26.7K
|
91.9K
$23.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-108- 2.95% |
$24.4K - $27K
|
3.56K
$914K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-109- 13.12% |
$24.6K - $27.2K
|
722
$186K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-110- 32.74% |
$24.8K - $27.5K
|
226
$58.1K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-112- 1.17% |
$25.3K - $28K
|
9.45K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-114- 8.97% |
$25.7K - $28.5K
|
1.16K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-114- 20.36% |
$25.7K - $28.5K
|
446
$115K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-114- 24.2% |
$25.7K - $28.5K
|
357
$91.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-116- 5.02% |
$26.2K - $29K
|
2.2K
$565K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-116- 2.33% |
$26.2K - $29K
|
4.85K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-117- 74.52% |
$26.4K - $29.2K
|
40
$10.3K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-117- 2.36% |
$26.4K - $29.2K
|
4.85K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-122- 2.91% |
$27.6K - $30.5K
|
4.06K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-124- 7.99% |
$28K - $31K
|
1.43K
$367K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-124- 4.52% |
$28K - $31K
|
2.62K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-126- 4.66% |
$28.5K - $31.5K
|
2.58K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-128- 11.75% |
$28.9K - $32K
|
961
$247K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-130- 0.81% |
$29.4K - $32.5K
|
16K
$4.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-130- 1.02% |
$29.4K - $32.5K
|
12.6K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-134- 9.7% |
$30.3K - $33.5K
|
1.25K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-135- 4.58% |
$30.5K - $33.7K
|
2.81K
$723K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-136- 1.07% |
$30.7K - $34K
|
12.5K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-137- 0.12% |
$30.9K - $34.2K
|
118K
$30.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-137- 0.26% |
$30.9K - $34.2K
|
52.4K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-138- 2.86% |
$31.2K - $34.5K
|
4.68K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-139- 3.72% |
$31.4K - $34.7K
|
3.6K
$924K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-139- 0.72% |
$31.4K - $34.7K
|
19.3K
$4.95M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-142- 1.6% |
$32.1K - $35.5K
|
8.71K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-144- 3.09% |
$32.5K - $36K
|
4.51K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-146- 14.69% |
$33K - $36.5K
|
848
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-147- 1.48% |
$33.2K - $36.7K
|
9.79K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-147- 6.89% |
$33.2K - $36.7K
|
1.99K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-148- 0.24% |
$33.4K - $37K
|
61.8K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-150- 8.04% |
$33.9K - $37.5K
|
1.72K
$441K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-150- 7.9% |
$33.9K - $37.5K
|
1.75K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-150- 4.42% |
$33.9K - $37.5K
|
3.25K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-151- 1.72% |
$34.1K - $37.7K
|
8.61K
$2.21M
|