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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
174+ 11.74% |
$40.9K - $43.3K
|
1.66K
$446K
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
BUY
|
- |
172+ 1.14% |
$40.4K - $42.8K
|
15.3K
$4.12M
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
170+ 0.47% |
$39.9K - $42.3K
|
36K
$9.69M
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
169+ 0.15% |
$39.7K - $42.1K
|
112K
$30.2M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
169+ 0.88% |
$39.7K - $42.1K
|
19.4K
$5.22M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
166+ 3.84% |
$39K - $41.3K
|
4.48K
$1.21M
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
166+ 2.35% |
$39K - $41.3K
|
7.22K
$1.94M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
165+ 2.34% |
$38.8K - $41.1K
|
7.22K
$1.94M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
161+ 10.04% |
$37.8K - $40.1K
|
1.76K
$475K
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
160+ 0.49% |
$37.6K - $39.8K
|
32.8K
$8.84M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
158+ 3.81% |
$37.1K - $39.3K
|
4.3K
$1.16M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
158+ 0.33% |
$37.1K - $39.3K
|
48K
$12.9M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
158+ 8.38% |
$37.1K - $39.3K
|
2.04K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
158+ 3.26% |
$37.1K - $39.3K
|
5K
$1.35M
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
156+ 1.68% |
$36.7K - $38.8K
|
9.43K
$2.54M
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
155+ 1.1% |
$36.4K - $38.6K
|
14.3K
$3.84M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
155+ 1.21% |
$36.4K - $38.6K
|
13K
$3.5M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154+ 0.51% |
$36.2K - $38.3K
|
30.6K
$8.24M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
153+ 10.82% |
$36K - $38.1K
|
1.57K
$422K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
153+ 0.3% |
$36K - $38.1K
|
52K
$14M
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
152+ 3.57% |
$35.7K - $37.8K
|
4.41K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
150+ 0.95% |
$35.2K - $37.3K
|
15.9K
$4.29M
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
149+ 4.38% |
$35K - $37.1K
|
3.55K
$956K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
147+ 12.97% |
$34.5K - $36.6K
|
1.28K
$344K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
146+ 13.68% |
$34.3K - $36.4K
|
1.21K
$326K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
143+ 1.34% |
$33.6K - $35.6K
|
10.8K
$2.92M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
142+ 4.43% |
$33.4K - $35.4K
|
3.35K
$901K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
142+ 14.9% |
$33.4K - $35.4K
|
1.1K
$295K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
142+ 2.24% |
$33.4K - $35.4K
|
6.47K
$1.74M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$33.1K - $35.1K
|
141
$37.9K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
141+ 2.05% |
$33.1K - $35.1K
|
7.02K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
141+ 6.4% |
$33.1K - $35.1K
|
2.35K
$631K
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
139+ 6.86% |
$32.7K - $34.6K
|
2.16K
$582K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
136+ 0.09% |
$32K - $33.9K
|
144K
$38.8M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
135+ 8.93% |
$31.7K - $33.6K
|
1.65K
$443K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
129+ 1.03% |
$30.3K - $32.1K
|
12.7K
$3.42M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
129+ 8.59% |
$30.3K - $32.1K
|
1.63K
$439K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
128+ 72.32% |
$30.1K - $31.9K
|
305
$82.1K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127New |
$29.8K - $31.6K
|
127
$34.2K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
127+ 7.03% |
$29.8K - $31.6K
|
1.93K
$520K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
127+ 1.23% |
$29.8K - $31.6K
|
10.5K
$2.81M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
127+ 2.72% |
$29.8K - $31.6K
|
4.8K
$1.29M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
125+ 1.11% |
$29.4K - $31.1K
|
11.4K
$3.06M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
125+ 0.7% |
$29.4K - $31.1K
|
17.9K
$4.81M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
123+ 3.15% |
$28.9K - $30.6K
|
4.03K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
123+ 4.7% |
$28.9K - $30.6K
|
2.74K
$737K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122+ 2.73% |
$28.7K - $30.4K
|
4.59K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
122+ 0.77% |
$28.7K - $30.4K
|
16K
$4.3M
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
121+ 13.99% |
$28.4K - $30.1K
|
986
$265K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
120+ 52.17% |
$28.2K - $29.9K
|
350
$94.2K
|