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 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.56K- 1.58% |
$353K - $391K
|
97.7K
$24M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.57K- 13.02% |
$353K - $391K
|
10.5K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.36% |
$355K - $392K
|
34.4K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 6.79% |
$357K - $395K
|
21.7K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.58K- 4.74% |
$358K - $396K
|
31.8K
$7.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 3.39% |
$362K - $400K
|
45.7K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-1.6K- 3.22% |
$362K - $401K
|
48.2K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.61K- 3.68% |
$363K - $402K
|
42.1K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 7.19% |
$367K - $406K
|
21K
$5.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.64K- 24.37% |
$369K - $409K
|
5.07K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.64K- 13.72% |
$371K - $410K
|
10.3K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.7K- 32.34% |
$384K - $425K
|
3.55K
$873K
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.7K- 4.55% |
$384K - $425K
|
35.7K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.71K- 11.73% |
$386K - $427K
|
12.9K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.75K- 19.36% |
$395K - $437K
|
7.28K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.79K- 1.6% |
$404K - $447K
|
110K
$27M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.79K- 41.31% |
$405K - $447K
|
2.55K
$625K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 0.66% |
$411K - $455K
|
274K
$67.4M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.85K- 10.33% |
$418K - $462K
|
16.1K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.85K- 44.7% |
$419K - $463K
|
2.29K
$563K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.87K- 42.89% |
$423K - $468K
|
2.49K
$613K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.89K- 4.4% |
$427K - $472K
|
41.1K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.89K- 1.84% |
$427K - $473K
|
101K
$24.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.9K- 2.24% |
$430K - $475K
|
82.9K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.95K- 22.68% |
$439K - $486K
|
6.63K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.96K- 24.92% |
$442K - $489K
|
5.9K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.98K- 1.21% |
$448K - $495K
|
162K
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.98K- 10.78% |
$448K - $495K
|
16.4K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2K- 6.16% |
$452K - $500K
|
30.5K
$7.5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03K- 27.05% |
$459K - $508K
|
5.48K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.05K- 34.96% |
$464K - $513K
|
3.82K
$939K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.07K- 1.67% |
$467K - $517K
|
122K
$30M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.08K- 2.29% |
$469K - $518K
|
88.7K
$21.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.09K- 5.56% |
$472K - $522K
|
35.5K
$8.72M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.15K- 6.54% |
$485K - $536K
|
30.7K
$7.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.15K- 14.28% |
$486K - $537K
|
12.9K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.18K- 62.23% |
$492K - $545K
|
1.32K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.22K- 5.27% |
$502K - $555K
|
39.9K
$9.8M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 2.24% |
$503K - $556K
|
97.3K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.23K- 4.85% |
$505K - $558K
|
43.8K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.24K- 1.21% |
$505K - $559K
|
183K
$45M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.25K- 3.59% |
$508K - $561K
|
60.4K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.26K- 1.1% |
$511K - $565K
|
203K
$50M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-2.27K- 14.54% |
$512K - $566K
|
13.3K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.27K- 22.18% |
$512K - $567K
|
7.96K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 2.05% |
$522K - $578K
|
110K
$27.1M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.33K- 28.93% |
$525K - $581K
|
5.71K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.33K- 46.46% |
$526K - $582K
|
2.69K
$660K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.36K- 6.59% |
$533K - $590K
|
33.5K
$8.23M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.38K- 10.1% |
$538K - $596K
|
21.2K
$5.22M
|