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
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 57.53% |
$599K - $634K
|
6.97K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.54K+ 15.29% |
$597K - $632K
|
19.2K
$5.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.54K+ 44.14% |
$596K - $632K
|
8.29K
$2.23M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.51K+ 80.8% |
$591K - $626K
|
5.62K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.5K+ 24.96% |
$588K - $623K
|
12.5K
$3.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 2.57% |
$574K - $608K
|
97.6K
$26.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.42K+ 41.27% |
$569K - $603K
|
8.29K
$2.23M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.39KNew |
$562K - $596K
|
2.39K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.39K+ 3.45% |
$560K - $594K
|
71.6K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.37K+ 1.38% |
$556K - $589K
|
174K
$46.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.35K+ 3.74% |
$552K - $585K
|
65.1K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.35K+ 22.84% |
$552K - $585K
|
12.6K
$3.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.32K+ 1.43% |
$546K - $578K
|
165K
$44.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.31K+ 9.22% |
$543K - $575K
|
27.4K
$7.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.31K+ 27.56% |
$542K - $574K
|
10.7K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
2.3KNew |
$541K - $573K
|
2.3K
$620K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 32.05% |
$540K - $573K
|
9.48K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.29K+ 3.94% |
$539K - $571K
|
60.4K
$16.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.28K+ 5.83% |
$536K - $567K
|
41.3K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.28K+ 217.91% |
$535K - $566K
|
3.32K
$893K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.27K+ 1.78% |
$534K - $565K
|
130K
$35M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.24K+ 6.27% |
$526K - $557K
|
37.9K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.2K+ 28.78% |
$517K - $548K
|
9.85K
$2.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.19K+ 10.11% |
$516K - $546K
|
23.9K
$6.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.19K+ 7.34% |
$515K - $545K
|
32K
$8.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.19K+ 100.0% |
$514K - $545K
|
4.37K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.16K+ 6.64% |
$509K - $539K
|
34.7K
$9.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.15K+ 489.95% |
$504K - $534K
|
2.58K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.13K+ 18.82% |
$501K - $531K
|
13.5K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.12K+ 42.13% |
$499K - $529K
|
7.17K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.11KNew |
$495K - $525K
|
2.11K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.1K+ 31.72% |
$493K - $522K
|
8.7K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.09K+ 1.99% |
$491K - $520K
|
107K
$28.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$476K - $505K
|
2.03K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.02K+ 5.38% |
$475K - $503K
|
39.6K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.02K+ 55.6% |
$475K - $503K
|
5.66K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.98KNew |
$465K - $493K
|
1.98K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.97KNew |
$462K - $489K
|
1.97K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
1.95KNew |
$458K - $486K
|
1.95K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 0.57% |
$457K - $484K
|
342K
$91.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
1.91KNew |
$449K - $476K
|
1.91K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.88K+ 4.21% |
$442K - $469K
|
46.6K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.88K+ 0.6% |
$441K - $467K
|
313K
$84.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$439K - $466K
|
1.87K
$503K
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.86K+ 6.21% |
$438K - $464K
|
31.9K
$8.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 12.12% |
$437K - $463K
|
17.2K
$4.62M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.85K+ 5.56% |
$434K - $460K
|
35.1K
$9.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.83K+ 27.85% |
$430K - $456K
|
8.41K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82K+ 2.68% |
$427K - $452K
|
69.5K
$18.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.81K+ 0.78% |
$425K - $450K
|
233K
$62.6M
|