Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
770+ 3.37% |
$174K - $192K
|
23.6K
$6.23M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
767+ 7.6% |
$173K - $192K
|
10.9K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
764+ 69.45% |
$173K - $191K
|
1.86K
$493K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
753+ 1.11% |
$170K - $188K
|
68.6K
$18.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
747+ 2.22% |
$169K - $187K
|
34.4K
$9.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
743+ 21.48% |
$168K - $186K
|
4.2K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
741+ 3.21% |
$167K - $185K
|
23.8K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
734+ 9.44% |
$166K - $183K
|
8.51K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
724+ 7.64% |
$164K - $181K
|
10.2K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
713+ 2.79% |
$161K - $178K
|
26.3K
$6.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
712+ 9.63% |
$161K - $178K
|
8.11K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
710+ 13.71% |
$160K - $177K
|
5.89K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
706+ 42.87% |
$159K - $176K
|
2.35K
$622K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
689+ 1.98% |
$156K - $172K
|
35.5K
$9.38M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
686+ 24.65% |
$155K - $171K
|
3.47K
$917K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
680+ 1.18% |
$154K - $170K
|
58.4K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
678+ 16.93% |
$153K - $169K
|
4.68K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
672+ 45.84% |
$152K - $168K
|
2.14K
$565K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
665+ 2.48% |
$150K - $166K
|
27.4K
$7.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
664+ 4.9% |
$150K - $166K
|
14.2K
$3.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
651+ 0.69% |
$147K - $163K
|
95.1K
$25.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
642+ 4.59% |
$145K - $160K
|
14.6K
$3.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
640+ 1.61% |
$145K - $160K
|
40.3K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
636+ 4.53% |
$144K - $159K
|
14.7K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
629+ 4.12% |
$142K - $157K
|
15.9K
$4.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
623+ 2.09% |
$141K - $156K
|
30.5K
$8.05M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
619+ 62.91% |
$140K - $155K
|
1.6K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
618+ 2.68% |
$140K - $154K
|
23.7K
$6.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
617+ 14.04% |
$139K - $154K
|
5.01K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
590+ 2.01% |
$133K - $147K
|
29.9K
$7.9M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
578+ 16.9% |
$131K - $144K
|
4K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
566+ 4.14% |
$128K - $141K
|
14.2K
$3.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
564+ 15.62% |
$127K - $141K
|
4.17K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
563+ 7.27% |
$127K - $141K
|
8.31K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
561+ 5.77% |
$127K - $140K
|
10.3K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
558+ 0.41% |
$126K - $139K
|
137K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
555+ 0.23% |
$125K - $139K
|
238K
$62.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
551+ 4.56% |
$124K - $138K
|
12.6K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
550+ 1.71% |
$124K - $137K
|
32.6K
$8.62M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
546+ 21.0% |
$123K - $136K
|
3.15K
$831K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
545+ 24.35% |
$123K - $136K
|
2.78K
$736K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
544+ 16.89% |
$123K - $136K
|
3.77K
$995K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
533+ 1.23% |
$120K - $133K
|
43.8K
$11.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
533+ 14.5% |
$120K - $133K
|
4.21K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
528+ 1.13% |
$119K - $132K
|
47.5K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
523+ 2.4% |
$118K - $131K
|
22.3K
$5.91M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
522+ 30.51% |
$118K - $130K
|
2.23K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
513+ 9.58% |
$116K - $128K
|
5.87K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
509+ 1.51% |
$115K - $127K
|
34.3K
$9.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
499+ 5.64% |
$113K - $125K
|
9.35K
$2.47M
|