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 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-490- 2.75% |
$115K - $122K
|
17.3K
$4.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-496- 16.37% |
$117K - $123K
|
2.53K
$652K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-496- 2.34% |
$117K - $123K
|
20.7K
$5.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-500- 4.98% |
$117K - $124K
|
9.54K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-500- 3.79% |
$117K - $124K
|
12.7K
$3.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-503- 1.76% |
$118K - $125K
|
28.1K
$7.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-504- 2.49% |
$118K - $125K
|
19.7K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-510- 19.94% |
$120K - $127K
|
2.05K
$527K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-511- 7.4% |
$120K - $127K
|
6.4K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-514- 2.37% |
$121K - $128K
|
21.2K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-514- 1.77% |
$121K - $128K
|
28.5K
$7.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-518- 2.08% |
$122K - $129K
|
24.4K
$6.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-533- 12.0% |
$125K - $133K
|
3.91K
$1.01M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-541- 78.41% |
$127K - $135K
|
149
$38.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-542- 3.34% |
$127K - $135K
|
15.7K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-543- 27.34% |
$128K - $135K
|
1.44K
$371K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-544- 6.88% |
$128K - $135K
|
7.36K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-544- 3.96% |
$128K - $135K
|
13.2K
$3.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-546- 1.82% |
$128K - $136K
|
29.5K
$7.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-550- 0.84% |
$129K - $137K
|
65K
$16.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-551- 2.84% |
$129K - $137K
|
18.9K
$4.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-557- 1.1% |
$131K - $139K
|
50K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-561- 5.14% |
$132K - $140K
|
10.4K
$2.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-565- 7.5% |
$133K - $141K
|
6.97K
$1.79M
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-569- 4.68% |
$134K - $142K
|
11.6K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-571- 11.81% |
$134K - $142K
|
4.26K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-581- 1.64% |
$137K - $145K
|
34.9K
$8.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-583- 0.95% |
$137K - $145K
|
61K
$15.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-593- 40.78% |
$139K - $148K
|
861
$221K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-608- 26.09% |
$143K - $151K
|
1.72K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-609- 20.96% |
$143K - $152K
|
2.3K
$590K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-619- 7.19% |
$145K - $154K
|
7.99K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-623- 22.99% |
$146K - $155K
|
2.09K
$537K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-633- 1.33% |
$149K - $158K
|
46.8K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-642- 30.03% |
$151K - $160K
|
1.5K
$385K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-651- 20.29% |
$153K - $162K
|
2.56K
$658K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-655- 11.5% |
$154K - $163K
|
5.04K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-663- 20.05% |
$156K - $165K
|
2.64K
$680K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-665- 9.23% |
$156K - $166K
|
6.54K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-669- 2.43% |
$157K - $167K
|
26.9K
$6.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-688- 3.43% |
$162K - $171K
|
19.3K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-691- 2.69% |
$162K - $172K
|
25K
$6.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-701- 1.74% |
$165K - $175K
|
39.6K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-701- 43.79% |
$165K - $175K
|
900
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-704- 6.99% |
$165K - $175K
|
9.37K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-706- 2.15% |
$166K - $176K
|
32.2K
$8.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-711- 1.69% |
$167K - $177K
|
41.4K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-719- 1.19% |
$169K - $179K
|
59.8K
$15.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-726- 14.43% |
$171K - $181K
|
4.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-726- 1.71% |
$171K - $181K
|
41.8K
$10.7M
|