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 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
20K+ 191.52% |
$4.52M - $5M
|
30.4K
$8.05M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 1.36% |
$4.49M - $4.97M
|
1.49M
$393M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
18.8K+ 585.55% |
$4.26M - $4.71M
|
22.1K
$5.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
18.6K+ 5.05% |
$4.19M - $4.64M
|
386K
$102M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
18.6K+ 5.05% |
$4.19M - $4.64M
|
386K
$102M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
18.3KNew |
$4.12M - $4.56M
|
18.3K
$4.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
16.9K+ 40.76% |
$3.82M - $4.23M
|
58.4K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.7KNew |
$3.78M - $4.18M
|
16.7K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.2KNew |
$3.65M - $4.04M
|
16.2K
$4.28M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16K+ 139.51% |
$3.61M - $3.99M
|
27.4K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
15.8KNew |
$3.58M - $3.96M
|
15.8K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
14.9KNew |
$3.37M - $3.72M
|
14.9K
$3.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
14.8K+ 1100.74% |
$3.35M - $3.7M
|
16.2K
$4.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.5K+ 13.89% |
$3.29M - $3.63M
|
119K
$31.5M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$3.19M - $3.53M
|
14.1K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.7KNew |
$3.09M - $3.42M
|
13.7K
$3.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13.5K+ 41.04% |
$3.06M - $3.38M
|
46.5K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.5K+ 8.39% |
$3.05M - $3.37M
|
175K
$46.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 2.33% |
$3.01M - $3.33M
|
587K
$155M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.9K+ 3.83% |
$2.92M - $3.23M
|
351K
$92.7M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
12.2KNew |
$2.76M - $3.06M
|
12.2K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12.1K+ 186.51% |
$2.73M - $3.02M
|
18.5K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.7K+ 786.03% |
$2.64M - $2.92M
|
13.2K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 3.66% |
$2.62M - $2.89M
|
328K
$86.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.6K+ 3.57% |
$2.61M - $2.89M
|
336K
$88.9M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
11.5K+ 281.02% |
$2.6M - $2.88M
|
15.6K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.3KNew |
$2.56M - $2.83M
|
11.3K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.3K+ 42.9% |
$2.55M - $2.82M
|
37.6K
$9.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$2.52M - $2.79M
|
11.2K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$2.52M - $2.79M
|
11.2K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.1K+ 54.59% |
$2.52M - $2.78M
|
31.6K
$8.34M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 1754.65% |
$2.52M - $2.78M
|
11.8K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.5K+ 71.95% |
$2.36M - $2.62M
|
25K
$6.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$2.34M - $2.58M
|
10.3K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.2K+ 36.81% |
$2.29M - $2.54M
|
37.7K
$9.97M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1K+ 11.98% |
$2.29M - $2.53M
|
94.6K
$25M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10.1K+ 63.96% |
$2.27M - $2.52M
|
25.8K
$6.82M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.84K+ 3.67% |
$2.22M - $2.46M
|
278K
$73.4M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.78K+ 1.27% |
$2.21M - $2.44M
|
778K
$206M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.73K+ 24.18% |
$2.2M - $2.43M
|
50K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9.46K+ 16.88% |
$2.14M - $2.36M
|
65.5K
$17.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
9.42K+ 241.39% |
$2.13M - $2.35M
|
13.3K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.34K+ 3.45% |
$2.11M - $2.33M
|
280K
$74.1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.3K+ 45.99% |
$2.1M - $2.32M
|
29.5K
$7.81M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.95KNew |
$2.02M - $2.24M
|
8.95K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.86KNew |
$2M - $2.21M
|
8.86K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
8.86K+ 2.63% |
$2M - $2.21M
|
345K
$91.3M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.79K+ 2.31% |
$1.98M - $2.2M
|
390K
$103M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.39K+ 72.33% |
$1.9M - $2.1M
|
20K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.37KNew |
$1.89M - $2.09M
|
8.37K
$2.21M
|