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 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 75.12% |
$587K - $622K
|
828
$223K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.64% |
$612K - $648K
|
95.9K
$25.8M
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.63K- 3.84% |
$619K - $656K
|
66K
$17.8M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.64K- 3.59% |
$620K - $657K
|
70.9K
$19.1M
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-2.66K- 10.35% |
$624K - $661K
|
23K
$6.19M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.71K- 9.46% |
$637K - $675K
|
25.9K
$6.98M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.82K- 17.35% |
$662K - $701K
|
13.4K
$3.61M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.83K- 8.88% |
$664K - $703K
|
29K
$7.8M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.89K- 36.4% |
$679K - $719K
|
5.05K
$1.36M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.97K- 51.4% |
$697K - $739K
|
2.81K
$755K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.99K- 9.4% |
$702K - $743K
|
28.8K
$7.74M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.07K- 8.54% |
$722K - $765K
|
32.9K
$8.86M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.1K- 1.92% |
$729K - $773K
|
159K
$42.7M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.11K- 2.55% |
$731K - $775K
|
119K
$32M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-3.13K- 6.2% |
$735K - $779K
|
47.3K
$12.7M
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-3.13K- 23.51% |
$736K - $780K
|
10.2K
$2.74M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.2K- 49.0% |
$753K - $797K
|
3.33K
$897K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 8.49% |
$753K - $798K
|
34.5K
$9.29M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.22K- 3.3% |
$757K - $802K
|
94.4K
$25.4M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 11.83% |
$762K - $807K
|
24.2K
$6.5M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.31K- 7.18% |
$777K - $824K
|
42.8K
$11.5M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.32K- 8.69% |
$780K - $826K
|
34.9K
$9.38M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 34.18% |
$804K - $852K
|
6.59K
$1.77M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.68K- 7.99% |
$864K - $915K
|
42.3K
$11.4M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.95K- 4.45% |
$927K - $982K
|
84.8K
$22.8M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.95K- 11.47% |
$929K - $984K
|
30.5K
$8.21M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.18K- 21.83% |
$982K - $1.04M
|
15K
$4.02M
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.28K- 51.55% |
$1.01M - $1.07M
|
4.03K
$1.08M
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.38K- 7.09% |
$1.03M - $1.09M
|
57.3K
$15.4M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.4K- 12.71% |
$1.03M - $1.09M
|
30.2K
$8.12M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.56K- 50.41% |
$1.07M - $1.14M
|
4.48K
$1.21M
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.61K- 3.8% |
$1.08M - $1.15M
|
117K
$31.4M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.75K- 29.04% |
$1.12M - $1.18M
|
11.6K
$3.12M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 9.61% |
$1.14M - $1.21M
|
45.8K
$12.3M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.18K- 8.57% |
$1.22M - $1.29M
|
55.2K
$14.9M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-5.28K- 8.71% |
$1.24M - $1.31M
|
55.3K
$14.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.44K- 17.25% |
$1.28M - $1.36M
|
26.1K
$7.03M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.64K- 86.36% |
$1.33M - $1.4M
|
891
$240K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.71K- 16.21% |
$1.34M - $1.42M
|
29.5K
$7.94M
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.78K- 30.25% |
$1.36M - $1.44M
|
13.3K
$3.59M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.82K- 3.36% |
$1.37M - $1.45M
|
167K
$45M
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-6.16K- 9.3% |
$1.45M - $1.53M
|
60.1K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.24K- 1.68% |
$1.47M - $1.55M
|
365K
$98.2M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.51K- 2.68% |
$1.76M - $1.87M
|
273K
$73.5M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.56K- 5.96% |
$1.78M - $1.88M
|
119K
$32M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.88K- 50.44% |
$1.85M - $1.96M
|
7.74K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.06K- 1.26% |
$1.89M - $2.01M
|
629K
$169M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.33K- 1.52% |
$1.96M - $2.07M
|
540K
$145M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.26K- 98.41% |
$2.17M - $2.3M
|
150
$40.4K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.69K- 35.19% |
$2.28M - $2.41M
|
17.8K
$4.8M
|