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 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-13- 0.92% |
$2.94K - $3.25K
|
1.4K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-13- 0.11% |
$2.94K - $3.25K
|
11.7K
$3.19M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-14- 0.15% |
$3.16K - $3.5K
|
9.25K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-15- 1.3% |
$3.39K - $3.75K
|
1.14K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-15- 0.03% |
$3.39K - $3.75K
|
53.2K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-15- 0.24% |
$3.39K - $3.75K
|
6.17K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-15- 2.25% |
$3.39K - $3.75K
|
651
$178K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-16- 0.03% |
$3.61K - $4K
|
62.9K
$17.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-16- 0.69% |
$3.61K - $4K
|
2.29K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-16- 0.71% |
$3.61K - $4K
|
2.25K
$615K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-16- 40.0% |
$3.61K - $4K
|
24
$6.56K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16- 0.44% |
$3.61K - $4K
|
3.65K
$999K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-16- 0.47% |
$3.61K - $4K
|
3.36K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-16- 0.02% |
$3.61K - $4K
|
77.8K
$21.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-17- 0.04% |
$3.84K - $4.25K
|
48.2K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17- 0.3% |
$3.84K - $4.25K
|
5.72K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17- 1.93% |
$3.84K - $4.25K
|
862
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-18- 6.02% |
$4.07K - $4.5K
|
281
$76.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.99% |
$4.29K - $4.75K
|
1.9K
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-19- 1.73% |
$4.29K - $4.75K
|
1.08K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19- 0.83% |
$4.29K - $4.75K
|
2.27K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-19- 1.29% |
$4.29K - $4.75K
|
1.46K
$399K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-20- 0.81% |
$4.52K - $5K
|
2.44K
$668K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 86.96% |
$4.52K - $5K
|
3
$821
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-20- 0.29% |
$4.52K - $5K
|
6.83K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.01% |
$4.52K - $5K
|
1.96K
$536K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-20- 0.39% |
$4.52K - $5K
|
5.11K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 1.5% |
$4.52K - $5K
|
1.31K
$359K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 1.81% |
$4.52K - $5K
|
1.09K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-21- 0.76% |
$4.74K - $5.25K
|
2.73K
$747K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21- 1.56% |
$4.74K - $5.25K
|
1.32K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-21- 2.04% |
$4.74K - $5.25K
|
1.01K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-22- 0.23% |
$4.97K - $5.5K
|
9.51K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-22- 0.19% |
$4.97K - $5.5K
|
11.8K
$3.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-23- 0.13% |
$5.19K - $5.75K
|
17.3K
$4.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-23- 0.92% |
$5.19K - $5.75K
|
2.49K
$681K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-23- 1.95% |
$5.19K - $5.75K
|
1.15K
$316K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23Closed |
$5.19K - $5.75K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-24- 0.91% |
$5.42K - $6K
|
2.62K
$716K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-24- 0.64% |
$5.42K - $6K
|
3.71K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-25- 1.07% |
$5.65K - $6.25K
|
2.31K
$632K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-26- 1.63% |
$5.87K - $6.5K
|
1.57K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-26- 0.16% |
$5.87K - $6.5K
|
16.2K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-26- 0.23% |
$5.87K - $6.5K
|
11.3K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.75% |
$6.1K - $6.75K
|
3.57K
$978K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-27- 3.01% |
$6.1K - $6.75K
|
869
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-28- 0.94% |
$6.32K - $7K
|
2.96K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-28- 2.94% |
$6.32K - $7K
|
923
$252K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-28- 3.66% |
$6.32K - $7K
|
738
$202K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 19.72% |
$6.32K - $7K
|
114
$31.2K
|