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 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2K- 6.68% |
$470K - $497K
|
27.9K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.14K- 0.4% |
$503K - $533K
|
533K
$137M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.16K- 2.57% |
$507K - $538K
|
81.8K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 7.07% |
$510K - $541K
|
28.5K
$7.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.19K- 4.75% |
$514K - $545K
|
43.8K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 47.1% |
$522K - $553K
|
2.49K
$641K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 3.1% |
$528K - $560K
|
70.3K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.33K- 9.45% |
$548K - $580K
|
22.3K
$5.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.36K- 2.5% |
$555K - $588K
|
92.3K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.36K- 9.52% |
$555K - $588K
|
22.5K
$5.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.37K- 4.42% |
$556K - $590K
|
51.2K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.39K- 3.87% |
$562K - $596K
|
59.4K
$15.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.44K- 3.56% |
$574K - $609K
|
66.2K
$17M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 75.12% |
$587K - $622K
|
828
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.6K- 2.64% |
$612K - $648K
|
95.9K
$24.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.63K- 3.84% |
$619K - $656K
|
66K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.64K- 3.59% |
$620K - $657K
|
70.9K
$18.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-2.66K- 10.35% |
$624K - $661K
|
23K
$5.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.71K- 9.46% |
$637K - $675K
|
25.9K
$6.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.82K- 17.35% |
$662K - $701K
|
13.4K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.83K- 8.88% |
$664K - $703K
|
29K
$7.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.89K- 36.4% |
$679K - $719K
|
5.05K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.97K- 51.4% |
$697K - $739K
|
2.81K
$721K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.99K- 9.4% |
$702K - $743K
|
28.8K
$7.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.07K- 8.54% |
$722K - $765K
|
32.9K
$8.47M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.1K- 1.92% |
$729K - $773K
|
159K
$40.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.11K- 2.55% |
$731K - $775K
|
119K
$30.5M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-3.13K- 6.2% |
$735K - $779K
|
47.3K
$12.2M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-3.13K- 23.51% |
$736K - $780K
|
10.2K
$2.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.2K- 49.0% |
$753K - $797K
|
3.33K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 8.49% |
$753K - $798K
|
34.5K
$8.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.22K- 3.3% |
$757K - $802K
|
94.4K
$24.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 11.83% |
$762K - $807K
|
24.2K
$6.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.31K- 7.18% |
$777K - $824K
|
42.8K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.32K- 8.69% |
$780K - $826K
|
34.9K
$8.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 34.18% |
$804K - $852K
|
6.59K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.68K- 7.99% |
$864K - $915K
|
42.3K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.95K- 4.45% |
$927K - $982K
|
84.8K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.95K- 11.47% |
$929K - $984K
|
30.5K
$7.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.18K- 21.83% |
$982K - $1.04M
|
15K
$3.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.28K- 51.55% |
$1.01M - $1.07M
|
4.03K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4.38K- 7.09% |
$1.03M - $1.09M
|
57.3K
$14.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.4K- 12.71% |
$1.03M - $1.09M
|
30.2K
$7.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.56K- 50.41% |
$1.07M - $1.14M
|
4.48K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.61K- 3.8% |
$1.08M - $1.15M
|
117K
$30M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.75K- 29.04% |
$1.12M - $1.18M
|
11.6K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 9.61% |
$1.14M - $1.21M
|
45.8K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.18K- 8.57% |
$1.22M - $1.29M
|
55.2K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-5.28K- 8.71% |
$1.24M - $1.31M
|
55.3K
$14.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.44K- 17.25% |
$1.28M - $1.36M
|
26.1K
$6.71M
|