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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.62K- 9.45% |
$1.72M - $1.9M
|
73K
$19.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.78K- 9.46% |
$1.76M - $1.94M
|
74.5K
$20M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.06K- 7.57% |
$1.82M - $2.01M
|
98.5K
$26.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.18K- 8.25% |
$1.85M - $2.04M
|
90.9K
$24.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.37K- 9.85% |
$1.89M - $2.09M
|
76.7K
$20.6M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.54K- 28.39% |
$1.93M - $2.13M
|
21.5K
$5.8M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.8K- 9.21% |
$1.99M - $2.2M
|
86.8K
$23.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.07K- 5.92% |
$2.05M - $2.27M
|
144K
$38.8M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.15K- 1.64% |
$2.07M - $2.29M
|
549K
$148M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.32K- 57.08% |
$2.11M - $2.33M
|
7.01K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.37K- 67.1% |
$2.12M - $2.34M
|
4.59K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9.57K- 33.36% |
$2.16M - $2.39M
|
19.1K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.59K- 55.62% |
$2.17M - $2.4M
|
7.65K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9.92K- 15.05% |
$2.24M - $2.48M
|
56K
$15.1M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10.2K- 50.45% |
$2.3M - $2.54M
|
9.99K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.8K- 71.05% |
$2.66M - $2.94M
|
4.8K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-13K- 84.58% |
$2.93M - $3.24M
|
2.36K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13.3K- 17.59% |
$3M - $3.32M
|
62.2K
$16.7M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.5K- 56.49% |
$3.06M - $3.38M
|
10.4K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.8K- 5.25% |
$3.34M - $3.69M
|
267K
$71.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.9K- 6.52% |
$3.37M - $3.72M
|
214K
$57.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-15.2K- 8.04% |
$3.44M - $3.81M
|
174K
$46.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-15.4K- 37.5% |
$3.48M - $3.85M
|
25.7K
$6.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.2K- 60.79% |
$3.88M - $4.29M
|
11.1K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17.5KClosed |
$3.96M - $4.38M
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.3K- 42.83% |
$4.14M - $4.58M
|
24.5K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.6K- 74.68% |
$4.19M - $4.64M
|
6.3K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 19.65% |
$4.56M - $5.04M
|
82.5K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9K- 2.94% |
$4.95M - $5.48M
|
724K
$195M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-21.9K- 47.83% |
$4.96M - $5.48M
|
23.9K
$6.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-23.9K- 72.47% |
$5.41M - $5.98M
|
9.1K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-24.3K- 78.55% |
$5.5M - $6.08M
|
6.65K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-26.2K- 62.75% |
$5.91M - $6.54M
|
15.5K
$4.18M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.4K- 10.24% |
$6.2M - $6.86M
|
241K
$64.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.6K- 6.56% |
$6.91M - $7.64M
|
435K
$117M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-31.1K- 55.41% |
$7.03M - $7.78M
|
25.1K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.4K- 14.18% |
$7.55M - $8.35M
|
202K
$54.4M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-36.3K- 46.44% |
$8.2M - $9.08M
|
41.9K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-38.6K- 21.98% |
$8.72M - $9.65M
|
137K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.6K- 35.54% |
$8.95M - $9.9M
|
71.9K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-48.7K- 47.74% |
$11M - $12.2M
|
53.3K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52.7K- 2.1% |
$11.9M - $13.2M
|
2.45M
$660M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.2K- 8.34% |
$13.4M - $14.8M
|
650K
$175M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-67.3KClosed |
$15.2M - $16.8M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-70.5K- 96.52% |
$15.9M - $17.6M
|
2.54K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76K- 1.3% |
$17.2M - $19M
|
5.79M
$1.56B
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-80.8K- 98.3% |
$18.3M - $20.2M
|
1.4K
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-82.8K- 3.88% |
$18.7M - $20.7M
|
2.05M
$552M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 11.2% |
$18.9M - $20.9M
|
663K
$178M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-86.2K- 98.6% |
$19.5M - $21.5M
|
1.23K
$330K
|