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 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
8.35K+ 41.23% |
$1.89M - $2.09M
|
28.6K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
8.26K+ 12.73% |
$1.87M - $2.06M
|
73.2K
$19.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.16K+ 19.2% |
$1.84M - $2.04M
|
50.7K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.01K+ 1.74% |
$1.81M - $2M
|
468K
$126M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
7.87K+ 8.67% |
$1.78M - $1.97M
|
98.6K
$26.5M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.84K+ 18.36% |
$1.77M - $1.96M
|
50.6K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.83K+ 100.55% |
$1.77M - $1.96M
|
15.6K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.83KNew |
$1.77M - $1.96M
|
7.83K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
7.22K+ 6.0% |
$1.63M - $1.8M
|
128K
$34.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.78K+ 69.01% |
$1.53M - $1.69M
|
16.6K
$4.47M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.69KNew |
$1.51M - $1.67M
|
6.69K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.6K+ 6.25% |
$1.49M - $1.65M
|
112K
$30.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
6.46K+ 4.02% |
$1.46M - $1.61M
|
167K
$45M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.43K+ 24.21% |
$1.45M - $1.61M
|
33K
$8.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.31K+ 13.73% |
$1.42M - $1.58M
|
52.2K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.3K+ 40.79% |
$1.42M - $1.57M
|
21.7K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.2K+ 18.21% |
$1.4M - $1.55M
|
40.3K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.1K+ 2.93% |
$1.38M - $1.52M
|
214K
$57.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.09K+ 25.29% |
$1.38M - $1.52M
|
30.2K
$8.12M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.04K+ 20.24% |
$1.36M - $1.51M
|
35.8K
$9.64M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6KNew |
$1.36M - $1.5M
|
6K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.91K+ 10.09% |
$1.34M - $1.48M
|
64.5K
$17.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.9K+ 35.65% |
$1.33M - $1.47M
|
22.5K
$6.04M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.87K+ 3.08% |
$1.33M - $1.47M
|
197K
$52.9M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.77KNew |
$1.3M - $1.44M
|
5.77K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.74K+ 26.33% |
$1.3M - $1.43M
|
27.5K
$7.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.72K+ 21.26% |
$1.29M - $1.43M
|
32.6K
$8.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
5.68K+ 24.69% |
$1.28M - $1.42M
|
28.7K
$7.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.58K+ 8.86% |
$1.26M - $1.39M
|
68.6K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.45K+ 22.55% |
$1.23M - $1.36M
|
29.6K
$7.97M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.44K+ 10.22% |
$1.23M - $1.36M
|
58.7K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.38KNew |
$1.21M - $1.34M
|
5.38K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.33KNew |
$1.2M - $1.33M
|
5.33K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 117.93% |
$1.19M - $1.32M
|
9.75K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.25K+ 154.99% |
$1.19M - $1.31M
|
8.63K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5.24K+ 15.77% |
$1.18M - $1.31M
|
38.5K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.22KNew |
$1.18M - $1.3M
|
5.22K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.21KNew |
$1.18M - $1.3M
|
5.21K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.2K+ 5.77% |
$1.17M - $1.3M
|
95.3K
$25.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.98K+ 0.13% |
$1.12M - $1.24M
|
3.81M
$1.03B
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.91K+ 162.4% |
$1.11M - $1.23M
|
7.94K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.9K+ 32.65% |
$1.11M - $1.23M
|
19.9K
$5.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
4.89K+ 9.13% |
$1.1M - $1.22M
|
58.4K
$15.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.87K+ 11.39% |
$1.1M - $1.22M
|
47.6K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.85K+ 2.63% |
$1.1M - $1.21M
|
189K
$50.9M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.74K+ 4.73% |
$1.07M - $1.19M
|
105K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.74KNew |
$1.07M - $1.18M
|
4.74K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.67KNew |
$1.05M - $1.17M
|
4.67K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.66KNew |
$1.05M - $1.16M
|
4.66K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.65K+ 27.2% |
$1.05M - $1.16M
|
21.7K
$5.85M
|