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 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.32KNew |
$309K - $327K
|
1.32K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.31K+ 25.33% |
$309K - $327K
|
6.5K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.31K+ 0.59% |
$307K - $326K
|
225K
$60.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.94% |
$307K - $325K
|
68.6K
$18.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 9.16% |
$305K - $323K
|
15.5K
$4.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.29K+ 14.5% |
$304K - $322K
|
10.2K
$2.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.29K+ 9.21% |
$302K - $320K
|
15.2K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1.29K+ 25.34% |
$302K - $320K
|
6.36K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.28K+ 28.21% |
$301K - $319K
|
5.82K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.27K+ 2.12% |
$299K - $317K
|
61.3K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.27KNew |
$299K - $317K
|
1.27K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.25K+ 20.54% |
$294K - $312K
|
7.35K
$1.98M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 13.39% |
$288K - $305K
|
10.4K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.22K+ 7.62% |
$286K - $303K
|
17.2K
$4.62M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$284K - $301K
|
1.21K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.2KNew |
$283K - $300K
|
1.2K
$324K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.19K+ 4.54% |
$280K - $297K
|
27.4K
$7.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$278K - $295K
|
1.19K
$319K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.18K+ 9.3% |
$276K - $293K
|
13.8K
$3.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.42% |
$274K - $290K
|
27.6K
$7.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.16K+ 12.13% |
$274K - $290K
|
10.8K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
1.16K+ 86.83% |
$273K - $289K
|
2.5K
$672K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.16KNew |
$273K - $289K
|
1.16K
$312K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.15KNew |
$271K - $287K
|
1.15K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.13K+ 2.01% |
$266K - $282K
|
57.4K
$15.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.12KNew |
$264K - $280K
|
1.12K
$302K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 0.8% |
$260K - $276K
|
139K
$37.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.09KNew |
$257K - $272K
|
1.09K
$294K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.08KNew |
$254K - $269K
|
1.08K
$291K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.07K+ 6.14% |
$251K - $266K
|
18.5K
$4.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.06K+ 1.76% |
$249K - $264K
|
61.3K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$248K - $263K
|
1.06K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 2.65% |
$248K - $262K
|
40.8K
$11M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.4% |
$247K - $261K
|
44.8K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.04KNew |
$243K - $258K
|
1.04K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.03K+ 13.91% |
$243K - $257K
|
8.45K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.03K+ 43.77% |
$242K - $256K
|
3.38K
$910K
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.03K+ 2.09% |
$241K - $255K
|
50.2K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.02K+ 6.23% |
$240K - $254K
|
17.4K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.01K+ 3.19% |
$237K - $251K
|
32.5K
$8.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 5.95% |
$236K - $250K
|
17.9K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
999+ 2.17% |
$235K - $249K
|
47.1K
$12.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
997+ 16.62% |
$234K - $248K
|
7K
$1.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
995+ 8.3% |
$234K - $248K
|
13K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
981+ 23.5% |
$231K - $244K
|
5.16K
$1.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
977New |
$230K - $243K
|
977
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
976New |
$229K - $243K
|
976
$263K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
976+ 36.16% |
$229K - $243K
|
3.68K
$989K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
975+ 11.61% |
$229K - $243K
|
9.37K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
963New |
$226K - $240K
|
963
$259K
|