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 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.29K- 23.89% |
$970K - $1.07M
|
13.7K
$4M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.3K- 2.9% |
$971K - $1.07M
|
144K
$42.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.39K- 22.26% |
$992K - $1.1M
|
15.3K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.51K- 44.12% |
$1.02M - $1.13M
|
5.71K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.57K- 12.59% |
$1.03M - $1.14M
|
31.8K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.65K- 35.22% |
$1.05M - $1.16M
|
8.54K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-4.72K- 20.86% |
$1.07M - $1.18M
|
17.9K
$5.24M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 50.45% |
$1.07M - $1.18M
|
4.66K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-4.8K- 33.32% |
$1.08M - $1.2M
|
9.6K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.89K- 12.83% |
$1.11M - $1.22M
|
33.3K
$9.73M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-5K- 12.96% |
$1.13M - $1.25M
|
33.6K
$9.82M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5K- 3.65% |
$1.13M - $1.25M
|
132K
$38.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.11K- 4.98% |
$1.15M - $1.28M
|
97.6K
$28.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.18K- 5.81% |
$1.17M - $1.3M
|
84K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.46K- 17.53% |
$1.23M - $1.36M
|
25.7K
$7.52M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.53K- 66.1% |
$1.25M - $1.38M
|
2.84K
$830K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.57K- 22.74% |
$1.26M - $1.39M
|
18.9K
$5.54M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.74K- 7.33% |
$1.3M - $1.43M
|
72.6K
$21.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.9K- 15.3% |
$1.33M - $1.47M
|
32.6K
$9.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.96K- 3.33% |
$1.35M - $1.49M
|
173K
$50.6M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.05K- 43.09% |
$1.37M - $1.51M
|
7.99K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.05K- 60.89% |
$1.37M - $1.51M
|
3.89K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-6.4K- 51.89% |
$1.45M - $1.6M
|
5.93K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.51K- 1.67% |
$1.47M - $1.63M
|
383K
$112M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.51K- 56.28% |
$1.47M - $1.63M
|
5.06K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.55K- 12.45% |
$1.48M - $1.64M
|
46.1K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.67K- 19.66% |
$1.51M - $1.67M
|
27.3K
$7.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.74K- 12.27% |
$1.52M - $1.68M
|
48.2K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6.74K- 69.27% |
$1.52M - $1.68M
|
2.99K
$875K
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-7.04K- 31.74% |
$1.59M - $1.76M
|
15.1K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.1K- 95.57% |
$1.6M - $1.77M
|
329
$96.3K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.62K- 9.45% |
$1.72M - $1.9M
|
73K
$21.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.78K- 9.46% |
$1.76M - $1.94M
|
74.5K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.06K- 7.57% |
$1.82M - $2.01M
|
98.5K
$28.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.18K- 8.25% |
$1.85M - $2.04M
|
90.9K
$26.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.37K- 9.85% |
$1.89M - $2.09M
|
76.7K
$22.4M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.54K- 28.39% |
$1.93M - $2.13M
|
21.5K
$6.3M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.8K- 9.21% |
$1.99M - $2.2M
|
86.8K
$25.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.07K- 5.92% |
$2.05M - $2.27M
|
144K
$42.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.15K- 1.64% |
$2.07M - $2.29M
|
549K
$161M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.32K- 57.08% |
$2.11M - $2.33M
|
7.01K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.37K- 67.1% |
$2.12M - $2.34M
|
4.59K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9.57K- 33.36% |
$2.16M - $2.39M
|
19.1K
$5.59M
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9.57K- 33.36% |
$2.16M - $2.39M
|
19.1K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.59K- 55.62% |
$2.17M - $2.4M
|
7.65K
$2.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9.92K- 15.05% |
$2.24M - $2.48M
|
56K
$16.4M
|
|
|
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
$2.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.8K- 71.05% |
$2.66M - $2.94M
|
4.8K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-13K- 84.58% |
$2.93M - $3.24M
|
2.36K
$691K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13.3K- 17.59% |
$3M - $3.32M
|
62.2K
$18.2M
|