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 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-29- 2.65% |
$6.55K - $7.25K
|
1.06K
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-29- 1.41% |
$6.55K - $7.25K
|
2.02K
$534K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-29- 1.93% |
$6.55K - $7.25K
|
1.47K
$389K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-30- 1.9% |
$6.78K - $7.5K
|
1.55K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-30- 1.95% |
$6.78K - $7.5K
|
1.51K
$399K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-30- 2.06% |
$6.78K - $7.5K
|
1.42K
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 3.4% |
$7.45K - $8.25K
|
938
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-33- 0.76% |
$7.45K - $8.25K
|
4.32K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-33- 0.11% |
$7.45K - $8.25K
|
28.7K
$7.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-35- 2.66% |
$7.91K - $8.75K
|
1.28K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-36- 0.8% |
$8.13K - $8.99K
|
4.46K
$1.18M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-36- 0.32% |
$8.13K - $8.99K
|
11.3K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-37- 0.33% |
$8.36K - $9.24K
|
11.2K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-37- 0.39% |
$8.36K - $9.24K
|
9.46K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-39- 0.48% |
$8.81K - $9.74K
|
8.08K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-40- 1.51% |
$9.03K - $9.99K
|
2.61K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-40- 0.27% |
$9.03K - $9.99K
|
14.9K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-40- 0.4% |
$9.03K - $9.99K
|
9.94K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-41- 1.84% |
$9.26K - $10.2K
|
2.19K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41- 4.56% |
$9.26K - $10.2K
|
859
$227K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-41- 18.72% |
$9.26K - $10.2K
|
178
$47K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-42- 2.22% |
$9.49K - $10.5K
|
1.85K
$488K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-44- 0.91% |
$9.94K - $11K
|
4.8K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-45- 30.0% |
$10.2K - $11.2K
|
105
$27.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-47- 2.77% |
$10.6K - $11.7K
|
1.65K
$437K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 8.8% |
$10.6K - $11.7K
|
487
$129K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-48- 4.29% |
$10.8K - $12K
|
1.07K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-48- 6.27% |
$10.8K - $12K
|
718
$190K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-49- 3.45% |
$11.1K - $12.2K
|
1.37K
$362K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-49- 3.26% |
$11.1K - $12.2K
|
1.45K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-49- 3.62% |
$11.1K - $12.2K
|
1.31K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 4.03% |
$11.3K - $12.5K
|
1.19K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.83% |
$11.3K - $12.5K
|
6K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-52- 0.48% |
$11.7K - $13K
|
10.7K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-52- 35.37% |
$11.7K - $13K
|
95
$25.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-53- 2.17% |
$12K - $13.2K
|
2.39K
$632K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-55- 4.24% |
$12.4K - $13.7K
|
1.24K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-56- 1.29% |
$12.6K - $14K
|
4.28K
$1.13M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-56- 0.77% |
$12.6K - $14K
|
7.2K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-57- 0.69% |
$12.9K - $14.2K
|
8.23K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-58- 5.33% |
$13.1K - $14.5K
|
1.03K
$272K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-60- 1.43% |
$13.6K - $15K
|
4.15K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-61- 3.74% |
$13.8K - $15.2K
|
1.57K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-62- 6.4% |
$14K - $15.5K
|
906
$239K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-63- 5.06% |
$14.2K - $15.7K
|
1.18K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-64- 7.29% |
$14.5K - $16K
|
814
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-65- 1.28% |
$14.7K - $16.2K
|
5.03K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-65- 1.28% |
$14.7K - $16.2K
|
5K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-65- 0.29% |
$14.7K - $16.2K
|
22.7K
$6.01M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-66- 2.83% |
$14.9K - $16.5K
|
2.27K
$600K
|