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 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
146+ 1.35% |
$33K - $36.5K
|
10.9K
$2.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
145+ 9.55% |
$32.7K - $36.2K
|
1.66K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
144+ 0.49% |
$32.5K - $36K
|
29.5K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
144+ 0.5% |
$32.5K - $36K
|
28.8K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
144+ 1.78% |
$32.5K - $36K
|
8.24K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
142+ 0.48% |
$32.1K - $35.5K
|
29.9K
$8.17M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
135+ 3.86% |
$30.5K - $33.7K
|
3.64K
$994K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
135+ 7.44% |
$30.5K - $33.7K
|
1.95K
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
133+ 0.27% |
$30K - $33.2K
|
49.1K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
132+ 7.97% |
$29.8K - $33K
|
1.79K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
131+ 9.49% |
$29.6K - $32.7K
|
1.51K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
131+ 0.82% |
$29.6K - $32.7K
|
16.1K
$4.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
130+ 3.25% |
$29.4K - $32.5K
|
4.13K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
130New |
$29.4K - $32.5K
|
130
$35.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
126+ 5.07% |
$28.5K - $31.5K
|
2.61K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
126+ 7.44% |
$28.5K - $31.5K
|
1.82K
$498K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
123+ 0.88% |
$27.8K - $30.7K
|
14.1K
$3.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
122+ 0.28% |
$27.6K - $30.5K
|
43.3K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
121+ 2.84% |
$27.3K - $30.2K
|
4.38K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
121+ 13.12% |
$27.3K - $30.2K
|
1.04K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
121+ 9.11% |
$27.3K - $30.2K
|
1.45K
$396K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
121+ 6.07% |
$27.3K - $30.2K
|
2.12K
$579K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
119+ 9.35% |
$26.9K - $29.7K
|
1.39K
$381K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
118+ 1.52% |
$26.7K - $29.5K
|
7.91K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
118+ 4.92% |
$26.7K - $29.5K
|
2.52K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
118+ 3.65% |
$26.7K - $29.5K
|
3.35K
$917K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
117+ 4.28% |
$26.4K - $29.2K
|
2.85K
$780K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
117+ 22.72% |
$26.4K - $29.2K
|
632
$173K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
116+ 2.92% |
$26.2K - $29K
|
4.08K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
115+ 3.38% |
$26K - $28.7K
|
3.52K
$963K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 13.5% |
$25.5K - $28.2K
|
950
$260K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
112+ 9.68% |
$25.3K - $28K
|
1.27K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
111+ 8.18% |
$25.1K - $27.7K
|
1.47K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 1.79% |
$24.8K - $27.5K
|
6.24K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 2.15% |
$24.6K - $27.2K
|
5.19K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
109+ 0.25% |
$24.6K - $27.2K
|
42.9K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
109+ 0.8% |
$24.6K - $27.2K
|
13.8K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
108+ 8.54% |
$24.4K - $27K
|
1.37K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
106+ 2.83% |
$23.9K - $26.5K
|
3.86K
$1.06M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
106+ 4.06% |
$23.9K - $26.5K
|
2.72K
$743K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
105+ 24.71% |
$23.7K - $26.2K
|
530
$145K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
104+ 1.54% |
$23.5K - $26K
|
6.88K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
101+ 37.0% |
$22.8K - $25.2K
|
374
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
100+ 0.61% |
$22.6K - $25K
|
16.4K
$4.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 1.54% |
$22.1K - $24.5K
|
6.46K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
97+ 0.3% |
$21.9K - $24.2K
|
32.3K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
97+ 0.25% |
$21.9K - $24.2K
|
38.2K
$10.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
96+ 2.92% |
$21.7K - $24K
|
3.39K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
95+ 1.2% |
$21.5K - $23.7K
|
8.01K
$2.19M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$21.2K - $23.5K
|
94
$25.7K
|