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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-822Closed |
$193K - $205K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-843- 1.08% |
$198K - $210K
|
76.9K
$20.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-846- 4.75% |
$199K - $211K
|
17K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-852- 2.78% |
$200K - $212K
|
29.8K
$8.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-862- 7.11% |
$203K - $215K
|
11.3K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-866- 9.48% |
$204K - $216K
|
8.27K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-867- 7.25% |
$204K - $216K
|
11.1K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-892- 43.05% |
$210K - $222K
|
1.18K
$317K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-898- 1.45% |
$211K - $224K
|
60.9K
$16.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-903- 11.18% |
$212K - $225K
|
7.18K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-907- 26.15% |
$213K - $226K
|
2.56K
$689K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-907- 26.15% |
$213K - $226K
|
2.56K
$689K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-910- 47.89% |
$214K - $227K
|
990
$266K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-928- 0.46% |
$218K - $231K
|
199K
$53.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-930- 2.02% |
$219K - $232K
|
45.2K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-933- 0.46% |
$219K - $232K
|
202K
$54.4M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-939- 11.4% |
$221K - $234K
|
7.3K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-949- 2.17% |
$223K - $236K
|
42.8K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-956- 16.85% |
$225K - $238K
|
4.72K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-957- 52.1% |
$225K - $238K
|
880
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-965- 13.88% |
$227K - $240K
|
5.99K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-975- 2.21% |
$229K - $243K
|
43.2K
$11.6M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-989- 19.56% |
$232K - $246K
|
4.07K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-994- 1.11% |
$234K - $247K
|
88.8K
$23.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1K- 6.83% |
$235K - $249K
|
13.7K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.02K- 3.84% |
$239K - $253K
|
25.4K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.02K- 8.81% |
$239K - $254K
|
10.5K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.04K- 12.03% |
$244K - $258K
|
7.59K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.04K- 3.19% |
$245K - $259K
|
31.6K
$8.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.09K- 4.35% |
$257K - $272K
|
24.1K
$6.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.11K- 18.73% |
$260K - $275K
|
4.8K
$1.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 1.61% |
$263K - $279K
|
68.5K
$18.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.14K- 45.67% |
$268K - $284K
|
1.36K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 3.94% |
$273K - $289K
|
28.3K
$7.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 0.73% |
$278K - $294K
|
161K
$43.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.31% |
$280K - $297K
|
383K
$103M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.2K- 6.88% |
$282K - $299K
|
16.3K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.21K- 0.99% |
$284K - $301K
|
121K
$32.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.22K- 2.9% |
$288K - $305K
|
40.9K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 9.94% |
$291K - $308K
|
11.2K
$3.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.26K- 7.01% |
$295K - $312K
|
16.7K
$4.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.26K- 13.89% |
$297K - $314K
|
7.82K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 25.51% |
$298K - $316K
|
3.71K
$997K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.28K- 29.21% |
$301K - $318K
|
3.1K
$834K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 4.61% |
$302K - $320K
|
26.6K
$7.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.29K- 1.14% |
$302K - $320K
|
112K
$30.1M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.3K- 31.92% |
$305K - $324K
|
2.77K
$746K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.31K- 3.85% |
$307K - $326K
|
32.6K
$8.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.31K- 2.51% |
$307K - $326K
|
50.8K
$13.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.32K- 47.27% |
$310K - $328K
|
1.47K
$396K
|