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
|
Single Point Partners, LLC
|
SELL
|
- |
-603- 0.95% |
$136K - $151K
|
63K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-605- 30.73% |
$137K - $151K
|
1.36K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-607- 1.77% |
$137K - $152K
|
33.8K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-609- 2.14% |
$138K - $152K
|
27.9K
$7.49M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-613- 30.7% |
$138K - $153K
|
1.38K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-620- 19.65% |
$140K - $155K
|
2.54K
$682K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-638- 13.93% |
$144K - $159K
|
3.94K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-646- 1.38% |
$146K - $161K
|
46K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-650- 16.47% |
$147K - $162K
|
3.3K
$887K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-651- 5.43% |
$147K - $163K
|
11.3K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-654- 0.63% |
$148K - $163K
|
103K
$27.7M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-657- 19.58% |
$148K - $164K
|
2.7K
$726K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-661- 14.84% |
$149K - $165K
|
3.79K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-668- 69.01% |
$151K - $167K
|
300
$80.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-671- 1.9% |
$152K - $168K
|
34.6K
$9.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-679- 37.64% |
$153K - $170K
|
1.13K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-680- 3.36% |
$154K - $170K
|
19.6K
$5.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-687- 31.75% |
$155K - $172K
|
1.48K
$397K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-692- 15.05% |
$156K - $173K
|
3.91K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-692- 35.11% |
$156K - $173K
|
1.28K
$344K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-710- 2.2% |
$160K - $177K
|
31.6K
$8.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-710- 2.7% |
$160K - $177K
|
25.6K
$6.88M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-729- 18.46% |
$165K - $182K
|
3.22K
$867K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-732- 0.76% |
$165K - $183K
|
95.7K
$25.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-735- 3.87% |
$166K - $184K
|
18.2K
$4.91M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-743- 33.35% |
$168K - $186K
|
1.49K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-744- 38.73% |
$168K - $186K
|
1.18K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-744- 89.64% |
$168K - $186K
|
86
$23.1K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-748- 6.81% |
$169K - $187K
|
10.2K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-750- 1.23% |
$169K - $187K
|
60K
$16.1M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-756- 7.41% |
$171K - $189K
|
9.45K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-771- 7.77% |
$174K - $193K
|
9.15K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-790- 34.54% |
$178K - $197K
|
1.5K
$403K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-803- 1.31% |
$181K - $201K
|
60.6K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-817- 78.03% |
$185K - $204K
|
230
$61.9K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-823- 22.83% |
$186K - $206K
|
2.78K
$749K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-851- 22.35% |
$192K - $213K
|
2.96K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-851- 6.52% |
$192K - $213K
|
12.2K
$3.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-859- 17.24% |
$194K - $215K
|
4.12K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-861- 6.59% |
$194K - $215K
|
12.2K
$3.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-870- 20.06% |
$196K - $217K
|
3.47K
$933K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-887- 8.09% |
$200K - $222K
|
10.1K
$2.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-942- 2.01% |
$213K - $235K
|
46K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-948- 4.68% |
$214K - $237K
|
19.3K
$5.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-951- 2.92% |
$215K - $238K
|
31.6K
$8.5M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-955- 19.63% |
$216K - $239K
|
3.91K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-961- 7.6% |
$217K - $240K
|
11.7K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-986- 1.58% |
$223K - $246K
|
61.4K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-996- 2.2% |
$225K - $249K
|
44.2K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1K- 21.46% |
$226K - $250K
|
3.67K
$987K
|