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 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.61K+ 10.77% |
$1.04M - $1.15M
|
47.4K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.6K+ 22.9% |
$1.04M - $1.15M
|
24.7K
$6.64M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.48K+ 165.81% |
$1.01M - $1.12M
|
7.18K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$1M - $1.11M
|
4.43K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.18K+ 71.71% |
$945K - $1.05M
|
10K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.17K+ 5.07% |
$942K - $1.04M
|
86.4K
$23.3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.14K+ 111.72% |
$934K - $1.03M
|
7.84K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.09K+ 6.42% |
$923K - $1.02M
|
67.7K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.06K+ 7.68% |
$916K - $1.01M
|
56.9K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.01KNew |
$906K - $1M
|
4.01K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.97K+ 3783.81% |
$897K - $993K
|
4.08K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.97KNew |
$897K - $993K
|
3.97K
$1.07M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.96KNew |
$894K - $989K
|
3.96K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.95K+ 21.87% |
$892K - $987K
|
22K
$5.92M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.89K+ 172.56% |
$879K - $973K
|
6.15K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.87K+ 16.96% |
$873K - $966K
|
26.7K
$7.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.85K+ 9.55% |
$869K - $961K
|
44.1K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.84K+ 1259.02% |
$867K - $959K
|
4.15K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.84K+ 183.76% |
$866K - $958K
|
5.92K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.83K+ 16.93% |
$866K - $958K
|
26.5K
$7.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.76K+ 26.3% |
$849K - $939K
|
18.1K
$4.86M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.71K+ 7.07% |
$838K - $927K
|
56.2K
$15.1M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.71K+ 3.76% |
$838K - $927K
|
102K
$27.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.7K+ 130.66% |
$836K - $925K
|
6.54K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.67K+ 1.52% |
$829K - $917K
|
245K
$65.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.56K+ 8.49% |
$804K - $890K
|
45.5K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.54K+ 3.13% |
$799K - $884K
|
117K
$31.4M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.54K+ 41.16% |
$799K - $884K
|
12.1K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.51K+ 1.46% |
$793K - $878K
|
243K
$65.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.5K+ 106.83% |
$791K - $875K
|
6.78K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.5K+ 6.39% |
$791K - $875K
|
58.3K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.5K+ 12.57% |
$790K - $874K
|
31.3K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 8.95% |
$789K - $873K
|
42.5K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.49K+ 3.26% |
$788K - $872K
|
110K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.48K+ 9.35% |
$787K - $871K
|
40.7K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.47K+ 1.53% |
$784K - $868K
|
231K
$62.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.47KNew |
$783K - $866K
|
3.47K
$932K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.44K+ 168.88% |
$777K - $860K
|
5.48K
$1.47M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.4KNew |
$769K - $851K
|
3.4K
$916K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.39KNew |
$765K - $846K
|
3.39K
$911K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.38K+ 3.52% |
$762K - $843K
|
99.2K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 9.55% |
$752K - $832K
|
38.2K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.32K+ 13.99% |
$751K - $831K
|
27.1K
$7.29M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.3K+ 5.86% |
$745K - $825K
|
59.6K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.29KNew |
$743K - $822K
|
3.29K
$885K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.28K+ 2.77% |
$741K - $820K
|
122K
$32.8M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.26K+ 2.48% |
$737K - $816K
|
135K
$36.3M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
3.22KNew |
$727K - $805K
|
3.22K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.22K+ 2.6% |
$726K - $803K
|
127K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.21K+ 6.37% |
$725K - $802K
|
53.6K
$14.4M
|