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 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-99- 2.51% |
$23.3K - $24.6K
|
3.84K
$1.03M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-99- 7.63% |
$23.3K - $24.6K
|
1.2K
$323K
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-100- 1.8% |
$23.5K - $24.9K
|
5.47K
$1.47M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-101- 6.31% |
$23.7K - $25.1K
|
1.5K
$404K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-101- 9.49% |
$23.7K - $25.1K
|
963
$259K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-101- 28.29% |
$23.7K - $25.1K
|
256
$68.9K
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-104- 10.78% |
$24.4K - $25.9K
|
861
$232K
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-105- 9.8% |
$24.7K - $26.1K
|
966
$260K
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-106- 8.2% |
$24.9K - $26.4K
|
1.19K
$319K
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-107- 2.16% |
$25.1K - $26.6K
|
4.84K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-109- 2.16% |
$25.6K - $27.1K
|
4.95K
$1.33M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-111- 4.46% |
$26.1K - $27.6K
|
2.38K
$640K
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-112- 0.26% |
$26.3K - $27.9K
|
43.7K
$11.8M
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-116- 1.22% |
$27.3K - $28.9K
|
9.36K
$2.52M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-116- 42.8% |
$27.3K - $28.9K
|
155
$41.7K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-117- 7.75% |
$27.5K - $29.1K
|
1.39K
$375K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-117- 0.2% |
$27.5K - $29.1K
|
58.3K
$15.7M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-119- 25.05% |
$28K - $29.6K
|
356
$95.8K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-121- 3.25% |
$28.4K - $30.1K
|
3.6K
$969K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-124- 0.78% |
$29.1K - $30.9K
|
15.9K
$4.27M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-126- 2.62% |
$29.6K - $31.4K
|
4.68K
$1.26M
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-126- 11.53% |
$29.6K - $31.4K
|
967
$260K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 10.46% |
$29.6K - $31.4K
|
1.08K
$290K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-127- 1.54% |
$29.8K - $31.6K
|
8.11K
$2.18M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-128- 4.23% |
$30.1K - $31.9K
|
2.9K
$779K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-128- 1.23% |
$30.1K - $31.9K
|
10.3K
$2.77M
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-131- 0.81% |
$30.8K - $32.6K
|
16K
$4.29M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-133- 0.23% |
$31.3K - $33.1K
|
57.9K
$15.6M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-135- 1.7% |
$31.7K - $33.6K
|
7.82K
$2.1M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-136- 1.24% |
$32K - $33.9K
|
10.8K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-139- 1.14% |
$32.7K - $34.6K
|
12.1K
$3.25M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-140- 5.84% |
$32.9K - $34.9K
|
2.26K
$607K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-140- 7.07% |
$32.9K - $34.9K
|
1.84K
$495K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-140- 80.46% |
$32.9K - $34.9K
|
34
$9.15K
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-144- 5.42% |
$33.8K - $35.9K
|
2.51K
$676K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-144- 12.23% |
$33.8K - $35.9K
|
1.03K
$278K
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-145- 1.82% |
$34.1K - $36.1K
|
7.81K
$2.1M
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-146- 0.12% |
$34.3K - $36.4K
|
124K
$33.5M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-146- 3.04% |
$34.3K - $36.4K
|
4.65K
$1.25M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-146- 0.58% |
$34.3K - $36.4K
|
24.9K
$6.7M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-147- 4.54% |
$34.5K - $36.6K
|
3.09K
$831K
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-149- 0.24% |
$35K - $37.1K
|
62.7K
$16.9M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-149- 1.65% |
$35K - $37.1K
|
8.89K
$2.39M
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-150- 5.18% |
$35.2K - $37.3K
|
2.74K
$738K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-152- 11.52% |
$35.7K - $37.8K
|
1.17K
$314K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-153- 13.88% |
$36K - $38.1K
|
949
$255K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-154- 4.15% |
$36.2K - $38.3K
|
3.56K
$958K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-155- 7.34% |
$36.4K - $38.6K
|
1.96K
$527K
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-156- 0.87% |
$36.7K - $38.8K
|
17.8K
$4.78M
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-157- 4.99% |
$36.9K - $39.1K
|
2.99K
$804K
|