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 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
41+ 4.48% |
$9.63K - $10.2K
|
956
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
41+ 1.02% |
$9.63K - $10.2K
|
4.04K
$1.18M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
41+ 1.02% |
$9.63K - $10.2K
|
4.04K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
40+ 2.59% |
$9.4K - $9.96K
|
1.59K
$464K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
36+ 1.43% |
$8.46K - $8.96K
|
2.56K
$747K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
36+ 4.77% |
$8.46K - $8.96K
|
790
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
35+ 3.79% |
$8.22K - $8.71K
|
958
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
34+ 1.42% |
$7.99K - $8.47K
|
2.43K
$712K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
34+ 0.6% |
$7.99K - $8.47K
|
5.74K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
33+ 1.3% |
$7.75K - $8.22K
|
2.58K
$754K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
33+ 2.18% |
$7.75K - $8.22K
|
1.54K
$452K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
31New |
$7.28K - $7.72K
|
31
$9.07K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
31+ 0.37% |
$7.28K - $7.72K
|
8.37K
$2.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.26% |
$7.05K - $7.47K
|
949
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 0.25% |
$7.05K - $7.47K
|
11.9K
$3.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$7.05K - $7.47K
|
30
$8.78K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30+ 2.05% |
$7.05K - $7.47K
|
1.49K
$437K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
29+ 0.39% |
$6.81K - $7.22K
|
7.5K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
29+ 0.06% |
$6.81K - $7.22K
|
51.2K
$15M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
29+ 0.46% |
$6.81K - $7.22K
|
6.3K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
28+ 1.03% |
$6.58K - $6.97K
|
2.74K
$800K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
28+ 0.12% |
$6.58K - $6.97K
|
22.7K
$6.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
27+ 2.32% |
$6.34K - $6.72K
|
1.19K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 0.97% |
$5.87K - $6.22K
|
2.6K
$762K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25+ 20.83% |
$5.87K - $6.22K
|
145
$42.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.02% |
$5.87K - $6.22K
|
104K
$30.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
24+ 0.95% |
$5.64K - $5.98K
|
2.56K
$749K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 3.67% |
$5.64K - $5.98K
|
678
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
24+ 1.83% |
$5.64K - $5.98K
|
1.34K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.25% |
$5.64K - $5.98K
|
9.47K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24+ 0.18% |
$5.64K - $5.98K
|
13.4K
$3.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
20New |
$4.7K - $4.98K
|
20
$5.85K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
20+ 0.45% |
$4.7K - $4.98K
|
4.47K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 0.63% |
$4.7K - $4.98K
|
3.2K
$937K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20+ 0.17% |
$4.7K - $4.98K
|
11.5K
$3.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
19+ 0.74% |
$4.46K - $4.73K
|
2.59K
$759K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
19+ 0.12% |
$4.46K - $4.73K
|
16.2K
$4.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19+ 0.6% |
$4.46K - $4.73K
|
3.2K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 27.54% |
$4.46K - $4.73K
|
88
$25.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
18+ 0.87% |
$4.23K - $4.48K
|
2.08K
$609K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
18+ 1.51% |
$4.23K - $4.48K
|
1.21K
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17New |
$3.99K - $4.23K
|
17
$4.97K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.28% |
$3.76K - $3.98K
|
5.75K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
16+ 0.44% |
$3.76K - $3.98K
|
3.68K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
16+ 0.65% |
$3.76K - $3.98K
|
2.5K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 3.11% |
$3.76K - $3.98K
|
531
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
15+ 1.31% |
$3.52K - $3.73K
|
1.16K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
15+ 0.14% |
$3.52K - $3.73K
|
11K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
15+ 0.6% |
$3.52K - $3.73K
|
2.51K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
15New |
$3.52K - $3.73K
|
15
$4.39K
|