Purchases and Sales Made in Q2 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
360+ 1.05% |
$84.6K - $89.6K
|
34.8K
$9.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
360+ 25.28% |
$84.6K - $89.6K
|
1.78K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
356+ 10.61% |
$83.7K - $88.6K
|
3.71K
$999K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
348+ 27.12% |
$81.8K - $86.6K
|
1.63K
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
348+ 20.06% |
$81.8K - $86.6K
|
2.08K
$560K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
344+ 10.16% |
$80.8K - $85.6K
|
3.73K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
342+ 9.58% |
$80.4K - $85.2K
|
3.91K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
341+ 16.94% |
$80.1K - $84.9K
|
2.35K
$633K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
338+ 11.85% |
$79.4K - $84.2K
|
3.19K
$858K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
337+ 1.27% |
$79.2K - $83.9K
|
27K
$7.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
336+ 28.07% |
$79K - $83.7K
|
1.53K
$412K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
335+ 3.09% |
$78.7K - $83.4K
|
11.2K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
325+ 10.66% |
$76.4K - $80.9K
|
3.37K
$908K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
322+ 6.67% |
$75.7K - $80.2K
|
5.15K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
321+ 1.2% |
$75.4K - $79.9K
|
27K
$7.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
321+ 7.87% |
$75.4K - $79.9K
|
4.4K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
316+ 2.1% |
$74.3K - $78.7K
|
15.4K
$4.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
316+ 8.66% |
$74.3K - $78.7K
|
3.97K
$1.07M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
312+ 1.71% |
$73.3K - $77.7K
|
18.6K
$4.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
311+ 6.64% |
$73.1K - $77.4K
|
5K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
310+ 4.75% |
$72.8K - $77.2K
|
6.83K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
310+ 1.56% |
$72.8K - $77.2K
|
20.2K
$5.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
301+ 24.25% |
$70.7K - $74.9K
|
1.54K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
301+ 0.99% |
$70.7K - $74.9K
|
30.7K
$8.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
296+ 0.53% |
$69.6K - $73.7K
|
56.5K
$15.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
296+ 1.59% |
$69.6K - $73.7K
|
19K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
296+ 3.71% |
$69.6K - $73.7K
|
8.27K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
295+ 5.38% |
$69.3K - $73.4K
|
5.78K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
290+ 5.02% |
$68.1K - $72.2K
|
6.07K
$1.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
290+ 2.78% |
$68.1K - $72.2K
|
10.7K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
283+ 11.99% |
$66.5K - $70.5K
|
2.64K
$711K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
273+ 0.84% |
$64.2K - $68K
|
32.9K
$8.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
273+ 15.57% |
$64.2K - $68K
|
2.03K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
273New |
$64.2K - $68K
|
273
$73.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
271+ 0.14% |
$63.7K - $67.5K
|
190K
$51M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
271+ 4.95% |
$63.7K - $67.5K
|
5.75K
$1.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
269+ 6.7% |
$63.2K - $67K
|
4.28K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
266+ 2.99% |
$62.5K - $66.2K
|
9.18K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
266+ 2.79% |
$62.5K - $66.2K
|
9.79K
$2.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
265+ 5.43% |
$62.3K - $66K
|
5.14K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
264+ 16.87% |
$62K - $65.7K
|
1.83K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
258+ 40.82% |
$60.6K - $64.2K
|
890
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
253+ 8.56% |
$59.5K - $63K
|
3.21K
$863K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
252+ 2.77% |
$59.2K - $62.7K
|
9.35K
$2.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
252+ 1.11% |
$59.2K - $62.7K
|
23K
$6.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
248+ 10.71% |
$58.3K - $61.7K
|
2.56K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
246+ 14.07% |
$57.8K - $61.2K
|
2K
$537K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
245+ 11.44% |
$57.6K - $61K
|
2.39K
$642K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
244+ 4.44% |
$57.3K - $60.8K
|
5.73K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
244+ 22.02% |
$57.3K - $60.8K
|
1.35K
$364K
|