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 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 26.73% |
$715K - $791K
|
15K
$4.04M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.16K+ 10.31% |
$713K - $789K
|
33.8K
$9.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
3.15K+ 7.33% |
$712K - $788K
|
46.2K
$12.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.1K+ 11.5% |
$699K - $774K
|
30K
$8.08M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
3.07K+ 5.34% |
$693K - $767K
|
60.6K
$16.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.06K+ 89.34% |
$691K - $765K
|
6.49K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.05K+ 9.14% |
$690K - $763K
|
36.5K
$9.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.01K+ 11.72% |
$679K - $751K
|
28.7K
$7.71M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3K+ 3.36% |
$678K - $750K
|
92.3K
$24.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.98K+ 4.72% |
$674K - $745K
|
66.2K
$17.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.95K+ 49.23% |
$666K - $737K
|
8.94K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.94K+ 8.8% |
$663K - $733K
|
36.3K
$9.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.93K+ 1037.23% |
$661K - $731K
|
3.21K
$863K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.89K+ 13.5% |
$653K - $722K
|
24.3K
$6.54M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.89K+ 0.8% |
$653K - $722K
|
362K
$97.5M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
2.85K+ 16.73% |
$644K - $712K
|
19.9K
$5.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84K+ 1.78% |
$641K - $709K
|
163K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 10.86% |
$639K - $707K
|
28.9K
$7.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.82K+ 61.37% |
$637K - $705K
|
7.42K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.82K+ 1.66% |
$636K - $703K
|
172K
$46.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.8K+ 7.11% |
$632K - $699K
|
42.1K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.8K+ 22.44% |
$631K - $698K
|
15.3K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.77K+ 4.58% |
$626K - $692K
|
63.2K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.76K+ 10.58% |
$624K - $690K
|
28.9K
$7.77M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.75K+ 6.71% |
$621K - $687K
|
43.8K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.7K+ 11.05% |
$610K - $674K
|
27.1K
$7.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.7K+ 2.63% |
$609K - $674K
|
105K
$28.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.66K+ 6.77% |
$601K - $665K
|
41.9K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.65K+ 0.54% |
$598K - $662K
|
491K
$132M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.62K+ 11.14% |
$591K - $654K
|
26.1K
$7.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.58K+ 38.57% |
$583K - $645K
|
9.28K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.57K+ 19.19% |
$580K - $642K
|
16K
$4.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.56K+ 0.55% |
$579K - $640K
|
468K
$126M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
2.55K+ 2.09% |
$576K - $637K
|
125K
$33.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.53K+ 8.5% |
$572K - $633K
|
32.3K
$8.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.53KNew |
$570K - $631K
|
2.53K
$679K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.52K+ 7.51% |
$568K - $629K
|
36K
$9.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.5K+ 4.33% |
$565K - $625K
|
60.2K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.5K+ 5.03% |
$564K - $623K
|
52.1K
$14M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.47K+ 8.21% |
$559K - $618K
|
32.6K
$8.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.45KNew |
$554K - $613K
|
2.45K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.45K+ 91.9% |
$554K - $612K
|
5.12K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 21.7% |
$553K - $612K
|
13.7K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.44K+ 3.06% |
$550K - $609K
|
82.1K
$22.1M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.44K+ 27066.67% |
$550K - $609K
|
2.45K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.43K+ 7.09% |
$549K - $607K
|
36.7K
$9.87M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.4KNew |
$542K - $599K
|
2.4K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.38K+ 6.18% |
$538K - $596K
|
41K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.36K+ 0.7% |
$534K - $590K
|
340K
$91.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$533K - $590K
|
2.36K
$636K
|