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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.06% |
$226 - $250
|
1.71K
$467K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.07% |
$226 - $250
|
1.5K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.02% |
$226 - $250
|
4.14K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$226 - $250
|
13.8K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.5% |
$226 - $250
|
201
$55K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $250
|
884
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.34% |
$226 - $250
|
297
$81.2K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$226 - $250
|
1.89K
$516K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.04% |
$226 - $250
|
2.46K
$672K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$226 - $250
|
3K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.22% |
$226 - $250
|
461
$126K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$226 - $250
|
1.26K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.1% |
$226 - $250
|
957
$262K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$226 - $250
|
13.5K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.47% |
$226 - $250
|
69
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$226 - $250
|
866
$237K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$226 - $250
|
220
$60.2K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$226 - $250
|
2.47K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.12% |
$226 - $250
|
867
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.02% |
$226 - $250
|
5.86K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1- -0.0% |
$226 - $250
|
86.2K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- 0.03% |
$226 - $250
|
3.77K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2- 0.2% |
$452 - $500
|
1.02K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3- 0.22% |
$678 - $750
|
1.35K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3- 0.02% |
$678 - $750
|
13.4K
$3.65M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 0.6% |
$678 - $750
|
496
$136K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3- 0.13% |
$678 - $750
|
2.31K
$632K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3- 0.27% |
$678 - $750
|
1.13K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4- 0.33% |
$903 - $999
|
1.2K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.05% |
$1.13K - $1.25K
|
9.13K
$2.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-5- 0.6% |
$1.13K - $1.25K
|
824
$225K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5- 0.59% |
$1.13K - $1.25K
|
846
$231K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-5- 3.03% |
$1.13K - $1.25K
|
160
$43.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-5- 0.44% |
$1.13K - $1.25K
|
1.13K
$309K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-7- 0.08% |
$1.58K - $1.75K
|
8.34K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7- 0.33% |
$1.58K - $1.75K
|
2.09K
$571K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.8% |
$1.58K - $1.75K
|
863
$236K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-7- 0.02% |
$1.58K - $1.75K
|
28.7K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8- 0.01% |
$1.81K - $2K
|
113K
$30.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-9- 0.61% |
$2.03K - $2.25K
|
1.46K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9- 0.03% |
$2.03K - $2.25K
|
32.8K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9- 3.81% |
$2.03K - $2.25K
|
227
$62.1K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9- 0.94% |
$2.03K - $2.25K
|
953
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 1.64% |
$2.26K - $2.5K
|
598
$164K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10- 0.38% |
$2.26K - $2.5K
|
2.59K
$709K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11- 1.1% |
$2.48K - $2.75K
|
985
$269K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11- 3.54% |
$2.48K - $2.75K
|
300
$82.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.14% |
$2.71K - $3K
|
8.65K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-12- 4.24% |
$2.71K - $3K
|
271
$74.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13- 0.59% |
$2.94K - $3.25K
|
2.2K
$602K
|