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 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
963+ 28.72% |
$226K - $240K
|
4.32K
$1.16M
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
962+ 0.82% |
$226K - $240K
|
119K
$32M
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
960New |
$226K - $239K
|
960
$258K
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
955+ 3.48% |
$224K - $238K
|
28.4K
$7.64M
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
953New |
$224K - $237K
|
953
$256K
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
951+ 2.95% |
$223K - $237K
|
33.2K
$8.93M
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
934+ 7.23% |
$219K - $233K
|
13.8K
$3.73M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
934+ 0.44% |
$219K - $233K
|
215K
$57.8M
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
932+ 75.65% |
$219K - $232K
|
2.16K
$582K
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
924+ 32.82% |
$217K - $230K
|
3.74K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
922+ 5.89% |
$217K - $230K
|
16.6K
$4.46M
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
920+ 6.11% |
$216K - $229K
|
16K
$4.3M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
917New |
$215K - $228K
|
917
$247K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
916New |
$215K - $228K
|
916
$246K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
906+ 8.07% |
$213K - $226K
|
12.1K
$3.26M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
900+ 11.36% |
$211K - $224K
|
8.82K
$2.37M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
898New |
$211K - $224K
|
898
$242K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
894New |
$210K - $223K
|
894
$241K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
889+ 18.57% |
$209K - $221K
|
5.68K
$1.53M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
888New |
$209K - $221K
|
888
$239K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$237K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
873+ 3.84% |
$205K - $217K
|
23.6K
$6.35M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
873+ 1.13% |
$205K - $217K
|
77.8K
$20.9M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
871+ 8.87% |
$205K - $217K
|
10.7K
$2.88M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
868New |
$204K - $216K
|
868
$234K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
865+ 6.56% |
$203K - $215K
|
14.1K
$3.78M
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
863New |
$203K - $215K
|
863
$232K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
860+ 5.54% |
$202K - $214K
|
16.4K
$4.41M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
855+ 3.3% |
$201K - $213K
|
26.8K
$7.21M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
849+ 29.94% |
$200K - $211K
|
3.69K
$991K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
848New |
$199K - $211K
|
848
$228K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
840+ 13.75% |
$197K - $209K
|
6.95K
$1.87M
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
839New |
$197K - $209K
|
839
$226K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
839+ 1.24% |
$197K - $209K
|
68.4K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
835New |
$196K - $208K
|
835
$225K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
834+ 8.11% |
$196K - $208K
|
11.1K
$2.99M
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
829+ 8.1% |
$195K - $206K
|
11.1K
$2.98M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
828+ 8.63% |
$195K - $206K
|
10.4K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
814+ 12.28% |
$191K - $203K
|
7.44K
$2M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
811New |
$191K - $202K
|
811
$218K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
801+ 3.64% |
$188K - $199K
|
22.8K
$6.14M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
800+ 3.44% |
$188K - $199K
|
24.1K
$6.47M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
787+ 2.3% |
$185K - $196K
|
35K
$9.43M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
780+ 10.71% |
$183K - $194K
|
8.07K
$2.17M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
776+ 0.88% |
$182K - $193K
|
88.9K
$23.9M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
764+ 6.04% |
$180K - $190K
|
13.4K
$3.61M
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
748+ 3.9% |
$176K - $186K
|
19.9K
$5.37M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
748+ 1.48% |
$176K - $186K
|
51.2K
$13.8M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
746+ 15.99% |
$175K - $186K
|
5.41K
$1.46M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
735+ 3.22% |
$173K - $183K
|
23.6K
$6.35M
|