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 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-405- 13.0% |
$91.5K - $101K
|
2.71K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-407- 0.66% |
$91.9K - $102K
|
61.4K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-415- 6.02% |
$93.7K - $104K
|
6.48K
$1.74M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-430- 9.44% |
$97.1K - $107K
|
4.13K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-430- 6.18% |
$97.1K - $107K
|
6.53K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-435- 2.7% |
$98.2K - $109K
|
15.7K
$4.21M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-435- 28.08% |
$98.2K - $109K
|
1.11K
$300K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-440- 31.63% |
$99.4K - $110K
|
951
$256K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-440- 9.25% |
$99.4K - $110K
|
4.32K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-445- 12.29% |
$101K - $111K
|
3.18K
$855K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-449- 28.38% |
$101K - $112K
|
1.13K
$305K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-453- 1.35% |
$102K - $113K
|
33.2K
$8.93M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-456- 13.82% |
$103K - $114K
|
2.84K
$765K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-461- 0.66% |
$104K - $115K
|
69.7K
$18.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-466- 6.39% |
$105K - $116K
|
6.82K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-470- 0.97% |
$106K - $117K
|
47.8K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-470- 9.16% |
$106K - $117K
|
4.66K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-477- 15.93% |
$108K - $119K
|
2.52K
$677K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-482- 0.35% |
$109K - $120K
|
138K
$37M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-483- 2.52% |
$109K - $121K
|
18.7K
$5.02M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-492- 13.46% |
$111K - $123K
|
3.16K
$851K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-494- 2.2% |
$112K - $123K
|
22K
$5.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-502- 6.74% |
$113K - $125K
|
6.95K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-502- 0.98% |
$113K - $125K
|
50.6K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-503- 22.86% |
$114K - $126K
|
1.7K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-504- 2.75% |
$114K - $126K
|
17.8K
$4.79M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-506- 11.16% |
$114K - $126K
|
4.03K
$1.08M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-508- 9.13% |
$115K - $127K
|
5.06K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-509- 0.44% |
$115K - $127K
|
116K
$31.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-510- 12.5% |
$115K - $127K
|
3.57K
$961K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-520- 4.75% |
$117K - $130K
|
10.4K
$2.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-523- 3.17% |
$118K - $131K
|
16K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-523- 19.48% |
$118K - $131K
|
2.16K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-523- 6.76% |
$118K - $131K
|
7.21K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-525- 3.05% |
$119K - $131K
|
16.7K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-526- 33.31% |
$119K - $131K
|
1.05K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-532- 24.33% |
$120K - $133K
|
1.66K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-549- 4.88% |
$124K - $137K
|
10.7K
$2.88M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-555- 9.28% |
$125K - $139K
|
5.43K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-556- 2.98% |
$126K - $139K
|
18.1K
$4.86M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-558- 7.19% |
$126K - $139K
|
7.2K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-564- 17.42% |
$127K - $141K
|
2.67K
$719K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-567- 1.05% |
$128K - $142K
|
53.3K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-571- 56.59% |
$129K - $143K
|
438
$118K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-574- 2.44% |
$130K - $143K
|
22.9K
$6.17M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-578- 4.76% |
$131K - $144K
|
11.6K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-581- 15.96% |
$131K - $145K
|
3.06K
$823K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-585- 16.18% |
$132K - $146K
|
3.03K
$815K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-586- 2.84% |
$132K - $146K
|
20K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-590- 4.62% |
$133K - $147K
|
12.2K
$3.27M
|