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
|
Divergent Planning, LLC
|
SELL
|
- |
-250- 22.22% |
$58.7K - $62.2K
|
875
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-251- 1.71% |
$59K - $62.5K
|
14.4K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-251- 0.49% |
$59K - $62.5K
|
50.6K
$13.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-254- 5.59% |
$59.7K - $63.2K
|
4.29K
$1.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-254- 14.89% |
$59.7K - $63.2K
|
1.45K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-257- 22.39% |
$60.4K - $64K
|
891
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-257- 7.79% |
$60.4K - $64K
|
3.04K
$818K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-258- 2.52% |
$60.6K - $64.2K
|
9.98K
$2.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-259- 10.83% |
$60.9K - $64.5K
|
2.13K
$574K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-259- 7.25% |
$60.9K - $64.5K
|
3.32K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-261- 12.46% |
$61.3K - $65K
|
1.83K
$493K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-261- 2.36% |
$61.3K - $65K
|
10.8K
$2.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-263- 1.03% |
$61.8K - $65.5K
|
25.3K
$6.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-265- 2.54% |
$62.3K - $66K
|
10.2K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-265- 9.42% |
$62.3K - $66K
|
2.55K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-267- 17.03% |
$62.7K - $66.5K
|
1.3K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-269- 1.5% |
$63.2K - $67K
|
17.7K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-274- 2.39% |
$64.4K - $68.2K
|
11.2K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-275- 12.89% |
$64.6K - $68.5K
|
1.86K
$500K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-275- 7.86% |
$64.6K - $68.5K
|
3.22K
$867K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-276- 0.72% |
$64.9K - $68.7K
|
37.9K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-280- 1.73% |
$65.8K - $69.7K
|
15.9K
$4.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-282- 1.76% |
$66.3K - $70.2K
|
15.8K
$4.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-285- 1.32% |
$67K - $71K
|
21.3K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-289- 0.28% |
$67.9K - $72K
|
103K
$27.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-293- 0.83% |
$68.9K - $73K
|
35.2K
$9.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-300- 15.79% |
$70.5K - $74.7K
|
1.6K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-301- 0.24% |
$70.7K - $74.9K
|
127K
$34.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-301- 5.52% |
$70.7K - $74.9K
|
5.15K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-302- 3.1% |
$71K - $75.2K
|
9.44K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-306- 13.35% |
$71.9K - $76.2K
|
1.99K
$534K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-311- 18.69% |
$73.1K - $77.4K
|
1.35K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-316- 1.38% |
$74.3K - $78.7K
|
22.6K
$6.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-318- 6.12% |
$74.7K - $79.2K
|
4.88K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-319- 0.92% |
$75K - $79.4K
|
34.4K
$9.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-319- 3.75% |
$75K - $79.4K
|
8.19K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-321- 14.01% |
$75.4K - $79.9K
|
1.97K
$530K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-322- 0.98% |
$75.7K - $80.2K
|
32.4K
$8.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-322- 0.99% |
$75.7K - $80.2K
|
32.1K
$8.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-323- 1.61% |
$75.9K - $80.4K
|
19.8K
$5.32M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-328- 1.38% |
$77.1K - $81.7K
|
23.5K
$6.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-328- 21.77% |
$77.1K - $81.7K
|
1.18K
$317K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-333- 21.24% |
$78.3K - $82.9K
|
1.24K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-333- 10.14% |
$78.3K - $82.9K
|
2.95K
$794K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-336- 2.1% |
$79K - $83.7K
|
15.6K
$4.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-336- 2.96% |
$79K - $83.7K
|
11K
$2.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-345- 5.44% |
$81.1K - $85.9K
|
5.99K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-345- 1.68% |
$81.1K - $85.9K
|
20.2K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-347- 2.08% |
$81.5K - $86.4K
|
16.3K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-347- 6.16% |
$81.5K - $86.4K
|
5.28K
$1.42M
|