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 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-170- 14.05% |
$38.4K - $42.5K
|
1.04K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-172- 5.92% |
$38.8K - $43K
|
2.73K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-173- 6.77% |
$39.1K - $43.2K
|
2.38K
$652K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-173- 6.13% |
$39.1K - $43.2K
|
2.65K
$724K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-177- 2.18% |
$40K - $44.2K
|
7.96K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-178- 6.25% |
$40.2K - $44.5K
|
2.67K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-179- 6.97% |
$40.4K - $44.7K
|
2.39K
$654K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-180- 5.98% |
$40.7K - $45K
|
2.83K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-183- 25.45% |
$41.3K - $45.7K
|
536
$147K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-183- 8.14% |
$41.3K - $45.7K
|
2.07K
$565K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183- 22.7% |
$41.3K - $45.7K
|
623
$170K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-184- 10.24% |
$41.6K - $46K
|
1.61K
$441K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-189- 1.14% |
$42.7K - $47.2K
|
16.4K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-191- 3.02% |
$43.1K - $47.7K
|
6.14K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-194- 1.01% |
$43.8K - $48.5K
|
18.9K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-195- 1.75% |
$44K - $48.7K
|
10.9K
$2.99M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-198- 1.1% |
$44.7K - $49.5K
|
17.8K
$4.87M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-201- 5.44% |
$45.4K - $50.2K
|
3.5K
$957K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-205- 12.28% |
$46.3K - $51.2K
|
1.47K
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-209- 0.33% |
$47.2K - $52.2K
|
63.9K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-211- 0.18% |
$47.7K - $52.7K
|
118K
$32.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-212- 7.35% |
$47.9K - $53K
|
2.67K
$731K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-212- 17.08% |
$47.9K - $53K
|
1.03K
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-214- 2.07% |
$48.3K - $53.5K
|
10.1K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-216- 0.11% |
$48.8K - $54K
|
200K
$54.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-217- 2.62% |
$49K - $54.2K
|
8.06K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-217- 0.59% |
$49K - $54.2K
|
36.3K
$9.93M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-219- 0.67% |
$49.5K - $54.7K
|
32.5K
$8.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-220- 4.71% |
$49.7K - $55K
|
4.45K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-226- 21.02% |
$51K - $56.5K
|
849
$232K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-226- 14.31% |
$51K - $56.5K
|
1.35K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-230- 10.89% |
$51.9K - $57.5K
|
1.88K
$515K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-233- 13.55% |
$52.6K - $58.2K
|
1.49K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-234- 5.3% |
$52.9K - $58.5K
|
4.18K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-235- 3.05% |
$53.1K - $58.7K
|
7.47K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-236- 5.08% |
$53.3K - $59K
|
4.41K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-236- 1.05% |
$53.3K - $59K
|
22.3K
$6.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-237- 5.54% |
$53.5K - $59.2K
|
4.04K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-237- 3.52% |
$53.5K - $59.2K
|
6.5K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-240- 1.35% |
$54.2K - $60K
|
17.5K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-243- 7.03% |
$54.9K - $60.7K
|
3.21K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-243- 6.64% |
$54.9K - $60.7K
|
3.42K
$934K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-244- 1.97% |
$55.1K - $61K
|
12.1K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-244- 1.24% |
$55.1K - $61K
|
19.4K
$5.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-249- 0.56% |
$56.2K - $62.2K
|
44.4K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 5.49% |
$56.5K - $62.5K
|
4.31K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-259- 1.27% |
$58.5K - $64.7K
|
20.1K
$5.5M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-260- 4.55% |
$58.7K - $65K
|
5.45K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-264- 1.15% |
$59.6K - $66K
|
22.7K
$6.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-275- 77.46% |
$62.1K - $68.7K
|
80
$21.9K
|