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 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.8K+ 145.46% |
$422K - $447K
|
3.03K
$815K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.79KNew |
$419K - $444K
|
1.79K
$480K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.77K+ 57.6% |
$417K - $441K
|
4.85K
$1.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
1.76K+ 3.81% |
$414K - $439K
|
48K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.76K+ 11.99% |
$412K - $437K
|
16.4K
$4.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 41.96% |
$412K - $436K
|
5.93K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.75K+ 1.73% |
$410K - $435K
|
103K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.75K+ 1.49% |
$410K - $435K
|
119K
$32.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.75K+ 6.58% |
$410K - $434K
|
28.3K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.73K+ 9.33% |
$406K - $430K
|
20.3K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.7K+ 2.85% |
$400K - $424K
|
61.5K
$16.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.7K+ 11.15% |
$398K - $422K
|
16.9K
$4.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.69K+ 8.93% |
$397K - $421K
|
20.6K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.68KNew |
$395K - $418K
|
1.68K
$452K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$394K - $417K
|
1.68K
$451K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.67KNew |
$393K - $417K
|
1.67K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.65K+ 4.89% |
$388K - $411K
|
35.4K
$9.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.64K+ 10.08% |
$385K - $408K
|
17.9K
$4.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 1.29% |
$381K - $403K
|
127K
$34.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.59K+ 7.34% |
$375K - $397K
|
23.3K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.57K+ 1.91% |
$368K - $390K
|
83.3K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.55K+ 5.95% |
$364K - $386K
|
27.6K
$7.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.55KNew |
$363K - $385K
|
1.55K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 10.15% |
$358K - $379K
|
16.5K
$4.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 8.4% |
$357K - $378K
|
19.6K
$5.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
1.52K+ 13.19% |
$357K - $378K
|
13K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.51KNew |
$354K - $375K
|
1.51K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.5K+ 141.39% |
$353K - $374K
|
2.57K
$690K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.49K+ 7.32% |
$350K - $371K
|
21.8K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.49KNew |
$350K - $371K
|
1.49K
$401K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.49KNew |
$350K - $371K
|
1.49K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.48KNew |
$348K - $368K
|
1.48K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.48KNew |
$347K - $367K
|
1.48K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.45K+ 8.65% |
$341K - $361K
|
18.2K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.44KNew |
$339K - $360K
|
1.44K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.43K+ 3.0% |
$337K - $357K
|
49.1K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43K+ 8.57% |
$337K - $357K
|
18.2K
$4.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 28.04% |
$335K - $355K
|
6.5K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42K+ 1793.67% |
$333K - $353K
|
1.5K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$332K - $351K
|
1.41K
$380K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.39KNew |
$325K - $345K
|
1.39K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.37KNew |
$321K - $340K
|
1.37K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.36K+ 38.15% |
$318K - $337K
|
4.91K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.34KNew |
$316K - $334K
|
1.34K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.34KNew |
$316K - $334K
|
1.34K
$361K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.34K+ 4.47% |
$315K - $334K
|
31.3K
$8.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 16.28% |
$310K - $329K
|
9.43K
$2.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$310K - $328K
|
1.32K
$355K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.32K+ 7.78% |
$309K - $327K
|
18.2K
$4.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.32K+ 1.42% |
$309K - $327K
|
93.8K
$25.2M
|