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 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22K+ 10.89% |
$5.18M - $5.49M
|
224K
$60.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$5.15M - $5.46M
|
21.9K
$5.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
21.6K+ 8.96% |
$5.07M - $5.37M
|
262K
$70.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20K+ 7.51% |
$4.7M - $4.98M
|
287K
$77.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 16.65% |
$4.67M - $4.94M
|
139K
$37.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
19.5K+ 5.06% |
$4.59M - $4.86M
|
406K
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
19.5K+ 5.06% |
$4.59M - $4.86M
|
406K
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.5K+ 3.65% |
$4.36M - $4.62M
|
527K
$142M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
18K+ 1002.85% |
$4.22M - $4.47M
|
19.7K
$5.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
17.8KNew |
$4.19M - $4.44M
|
17.8K
$4.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.3KNew |
$4.07M - $4.32M
|
17.3K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.8K+ 20.36% |
$3.95M - $4.18M
|
99.3K
$26.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.9K+ 9.09% |
$3.73M - $3.95M
|
190K
$51.2M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
15.7K+ 72.86% |
$3.69M - $3.91M
|
37.2K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.7K+ 4.66% |
$3.68M - $3.9M
|
352K
$94.7M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$3.61M - $3.83M
|
15.4K
$4.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.3K+ 4.36% |
$3.59M - $3.81M
|
366K
$98.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.9K+ 189.82% |
$3.5M - $3.7M
|
22.7K
$6.11M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 3.15% |
$3.48M - $3.68M
|
485K
$130M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14K+ 4.98% |
$3.28M - $3.48M
|
294K
$79.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.9KNew |
$3.25M - $3.45M
|
13.9K
$3.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13K+ 37.25% |
$3.06M - $3.25M
|
48K
$12.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
12.8K+ 13.28% |
$3M - $3.18M
|
109K
$29.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
12.8K+ 12.95% |
$3M - $3.18M
|
111K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7K+ 5.33% |
$2.98M - $3.16M
|
251K
$67.5M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
12.5KNew |
$2.94M - $3.12M
|
12.5K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.3KNew |
$2.89M - $3.06M
|
12.3K
$3.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 32.81% |
$2.77M - $2.93M
|
47.7K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
11.7KNew |
$2.75M - $2.91M
|
11.7K
$3.15M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11.6KNew |
$2.73M - $2.89M
|
11.6K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.4KNew |
$2.67M - $2.83M
|
11.4K
$3.06M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11K+ 13.2% |
$2.59M - $2.74M
|
94.4K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 210.65% |
$2.53M - $2.68M
|
15.9K
$4.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
10.7K+ 32.21% |
$2.52M - $2.67M
|
44.1K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.5K+ 229.05% |
$2.47M - $2.62M
|
15.1K
$4.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.5K+ 3.03% |
$2.46M - $2.6M
|
356K
$95.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 13.02% |
$2.4M - $2.55M
|
88.8K
$23.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 3.26% |
$2.38M - $2.52M
|
321K
$86.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.73K+ 35.25% |
$2.29M - $2.42M
|
37.3K
$10M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9.4KNew |
$2.21M - $2.34M
|
9.4K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.02K+ 41.49% |
$2.12M - $2.25M
|
30.8K
$8.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.65K+ 8.45% |
$2.03M - $2.15M
|
111K
$29.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
8.53K+ 8.95% |
$2M - $2.12M
|
104K
$27.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
8.38K+ 12.99% |
$1.97M - $2.09M
|
72.8K
$19.6M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.15K+ 20.61% |
$1.91M - $2.03M
|
47.7K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.08K+ 1.38% |
$1.9M - $2.01M
|
595K
$160M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8K+ 155.33% |
$1.88M - $1.99M
|
13.1K
$3.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.45K+ 24.7% |
$1.75M - $1.86M
|
37.6K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.32K+ 837.53% |
$1.72M - $1.82M
|
8.19K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.22K+ 107.86% |
$1.7M - $1.8M
|
13.9K
$3.74M
|