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 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.9K- 15.3% |
$1.33M - $1.47M
|
32.6K
$8.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.96K- 3.33% |
$1.35M - $1.49M
|
173K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.05K- 43.09% |
$1.37M - $1.51M
|
7.99K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.05K- 60.89% |
$1.37M - $1.51M
|
3.89K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-6.4K- 51.89% |
$1.45M - $1.6M
|
5.93K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.51K- 1.67% |
$1.47M - $1.63M
|
383K
$98.4M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.51K- 56.28% |
$1.47M - $1.63M
|
5.06K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.55K- 12.45% |
$1.48M - $1.64M
|
46.1K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.67K- 19.66% |
$1.51M - $1.67M
|
27.3K
$7.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.74K- 12.27% |
$1.52M - $1.68M
|
48.2K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6.74K- 69.27% |
$1.52M - $1.68M
|
2.99K
$769K
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-7.04K- 31.74% |
$1.59M - $1.76M
|
15.1K
$3.89M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.1K- 95.57% |
$1.6M - $1.77M
|
329
$84.6K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.62K- 9.45% |
$1.72M - $1.9M
|
73K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.78K- 9.46% |
$1.76M - $1.94M
|
74.5K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.06K- 7.57% |
$1.82M - $2.01M
|
98.5K
$25.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.18K- 8.25% |
$1.85M - $2.04M
|
90.9K
$23.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.37K- 9.85% |
$1.89M - $2.09M
|
76.7K
$19.7M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-8.54K- 28.39% |
$1.93M - $2.13M
|
21.5K
$5.54M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.8K- 9.21% |
$1.99M - $2.2M
|
86.8K
$22.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-9.07K- 5.92% |
$2.05M - $2.27M
|
144K
$37.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.15K- 1.64% |
$2.07M - $2.29M
|
549K
$141M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.32K- 57.08% |
$2.11M - $2.33M
|
7.01K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.37K- 67.1% |
$2.12M - $2.34M
|
4.59K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9.57K- 33.36% |
$2.16M - $2.39M
|
19.1K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.59K- 55.62% |
$2.17M - $2.4M
|
7.65K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-9.92K- 15.05% |
$2.24M - $2.48M
|
56K
$14.4M
|
|
|
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
$2.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.8K- 71.05% |
$2.66M - $2.94M
|
4.8K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-13K- 84.58% |
$2.93M - $3.24M
|
2.36K
$608K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13.3K- 17.59% |
$3M - $3.32M
|
62.2K
$16M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.5K- 56.49% |
$3.06M - $3.38M
|
10.4K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.8K- 5.25% |
$3.34M - $3.69M
|
267K
$68.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.9K- 6.52% |
$3.37M - $3.72M
|
214K
$55M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-15.2K- 8.04% |
$3.44M - $3.81M
|
174K
$44.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-15.4K- 37.5% |
$3.48M - $3.85M
|
25.7K
$6.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.2K- 60.79% |
$3.88M - $4.29M
|
11.1K
$2.85M
|
|
|
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
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.6K- 74.68% |
$4.19M - $4.64M
|
6.3K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 19.65% |
$4.56M - $5.04M
|
82.5K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9K- 2.94% |
$4.95M - $5.48M
|
724K
$186M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-21.9K- 47.83% |
$4.96M - $5.48M
|
23.9K
$6.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-23.9K- 72.47% |
$5.41M - $5.98M
|
9.1K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-24.3K- 78.55% |
$5.5M - $6.08M
|
6.65K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-26.2K- 62.75% |
$5.91M - $6.54M
|
15.5K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.4K- 10.24% |
$6.2M - $6.86M
|
241K
$61.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.6K- 6.56% |
$6.91M - $7.64M
|
435K
$112M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-31.1K- 55.41% |
$7.03M - $7.78M
|
25.1K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.4K- 14.18% |
$7.55M - $8.35M
|
202K
$52M
|