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 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-35- 3.78% |
$8.22K - $8.71K
|
890
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36- 1.67% |
$8.46K - $8.96K
|
2.13K
$572K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 2.46% |
$8.69K - $9.21K
|
1.47K
$395K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-38- 0.2% |
$8.93K - $9.46K
|
18.6K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-38- 0.21% |
$8.93K - $9.46K
|
18K
$4.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-39- 0.46% |
$9.16K - $9.71K
|
8.51K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39- 73.58% |
$9.16K - $9.71K
|
14
$3.77K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-40- 1.91% |
$9.4K - $9.96K
|
2.06K
$553K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-41- 1.03% |
$9.63K - $10.2K
|
3.95K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-41- 1.39% |
$9.63K - $10.2K
|
2.92K
$785K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-41- 0.98% |
$9.63K - $10.2K
|
4.12K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 8.52% |
$9.63K - $10.2K
|
440
$118K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-41- 2.79% |
$9.63K - $10.2K
|
1.43K
$385K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-42- 0.81% |
$9.87K - $10.5K
|
5.12K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-42- 3.89% |
$9.87K - $10.5K
|
1.04K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42- 0.31% |
$9.87K - $10.5K
|
13.5K
$3.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-43- 5.01% |
$10.1K - $10.7K
|
816
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-43- 4.75% |
$10.1K - $10.7K
|
863
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-44- 3.21% |
$10.3K - $11K
|
1.33K
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.07% |
$10.6K - $11.2K
|
62.2K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-45- 1.19% |
$10.6K - $11.2K
|
3.75K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 1.76% |
$10.6K - $11.2K
|
2.51K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-45- 1.68% |
$10.6K - $11.2K
|
2.63K
$707K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-46- 1.68% |
$10.8K - $11.5K
|
2.68K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-46- 0.26% |
$10.8K - $11.5K
|
17.5K
$4.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-47- 0.4% |
$11K - $11.7K
|
11.6K
$3.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-47- 0.76% |
$11K - $11.7K
|
6.14K
$1.65M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-48- 1.23% |
$11.3K - $12K
|
3.86K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-49- 1.22% |
$11.5K - $12.2K
|
3.97K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-50- 0.43% |
$11.7K - $12.4K
|
11.5K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-50- 1.42% |
$11.7K - $12.4K
|
3.47K
$933K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-50- 1.46% |
$11.7K - $12.4K
|
3.37K
$906K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 6.32% |
$12K - $12.7K
|
756
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-51- 2.29% |
$12K - $12.7K
|
2.18K
$587K
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-51- 1.09% |
$12K - $12.7K
|
4.63K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-51- 4.07% |
$12K - $12.7K
|
1.2K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-52- 1.31% |
$12.2K - $12.9K
|
3.91K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 34.21% |
$12.2K - $12.9K
|
100
$26.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-52- 3.08% |
$12.2K - $12.9K
|
1.64K
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-52- 1.15% |
$12.2K - $12.9K
|
4.46K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 1.54% |
$12.9K - $13.7K
|
3.51K
$944K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-55- 3.38% |
$12.9K - $13.7K
|
1.57K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 2.28% |
$12.9K - $13.7K
|
2.36K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-55- 5.49% |
$12.9K - $13.7K
|
946
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-56- 0.15% |
$13.2K - $13.9K
|
36.6K
$9.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-57- 0.49% |
$13.4K - $14.2K
|
11.6K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-57- 1.73% |
$13.4K - $14.2K
|
3.24K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-59- 1.52% |
$13.9K - $14.7K
|
3.83K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 6.04% |
$13.9K - $14.7K
|
918
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-59- 0.05% |
$13.9K - $14.7K
|
111K
$30M
|