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 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-275- 21.53% |
$62.1K - $68.7K
|
1K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-276- 19.94% |
$62.3K - $69K
|
1.11K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-280- 2.01% |
$63.2K - $70K
|
13.7K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-282- 2.01% |
$63.7K - $70.5K
|
13.7K
$3.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-283- 1.11% |
$63.9K - $70.7K
|
25.3K
$6.68M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-285- 10.83% |
$64.4K - $71.2K
|
2.35K
$620K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-289- 5.98% |
$65.3K - $72.2K
|
4.55K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-291- 10.53% |
$65.7K - $72.7K
|
2.47K
$653K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-291- 14.31% |
$65.7K - $72.7K
|
1.74K
$461K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 5.13% |
$66.6K - $73.7K
|
5.46K
$1.44M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-295- 1.63% |
$66.6K - $73.7K
|
17.8K
$4.69M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-298- 5.79% |
$67.3K - $74.5K
|
4.85K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-300- 1.15% |
$67.8K - $75K
|
25.8K
$6.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-305- 1.66% |
$68.9K - $76.2K
|
18.1K
$4.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-305- 0.52% |
$68.9K - $76.2K
|
58.5K
$15.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-305- 2.26% |
$68.9K - $76.2K
|
13.2K
$3.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-309- 16.18% |
$69.8K - $77.2K
|
1.6K
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-311- 0.45% |
$70.2K - $77.7K
|
69.2K
$18.3M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-312- 4.12% |
$70.5K - $78K
|
7.26K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-315- 5.72% |
$71.1K - $78.7K
|
5.2K
$1.37M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-321- 7.3% |
$72.5K - $80.2K
|
4.08K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-323- 1.66% |
$73K - $80.7K
|
19.1K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-327- 3.72% |
$73.9K - $81.7K
|
8.46K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-332- 11.96% |
$75K - $83K
|
2.45K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-336- 1.84% |
$75.9K - $84K
|
18K
$4.75M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-336- 7.8% |
$75.9K - $84K
|
3.97K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-339- 2.93% |
$76.6K - $84.7K
|
11.2K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-347- 0.98% |
$78.4K - $86.7K
|
35.2K
$9.31M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-350- 3.19% |
$79.1K - $87.5K
|
10.6K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-351- 21.01% |
$79.3K - $87.7K
|
1.32K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-358- 6.38% |
$80.9K - $89.4K
|
5.26K
$1.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-359- 12.47% |
$81.1K - $89.7K
|
2.52K
$666K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-359- 8.23% |
$81.1K - $89.7K
|
4K
$1.06M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-359- 8.23% |
$81.1K - $89.7K
|
4K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-361- 16.89% |
$81.5K - $90.2K
|
1.78K
$469K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-364- 2.41% |
$82.2K - $90.9K
|
14.7K
$3.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-371- 0.81% |
$83.8K - $92.7K
|
45.2K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-372- 4.58% |
$84K - $92.9K
|
7.74K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-374- 20.56% |
$84.5K - $93.4K
|
1.45K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-379- 1.59% |
$85.6K - $94.7K
|
23.5K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-379- 17.08% |
$85.6K - $94.7K
|
1.84K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-384- 0.41% |
$86.7K - $95.9K
|
92.9K
$24.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-386- 2.89% |
$87.2K - $96.4K
|
13K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-389- 5.07% |
$87.9K - $97.2K
|
7.28K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-389- 2.31% |
$87.9K - $97.2K
|
16.4K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-390- 3.6% |
$88.1K - $97.4K
|
10.4K
$2.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-399- 13.08% |
$90.1K - $99.7K
|
2.65K
$701K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-400- 10.53% |
$90.3K - $99.9K
|
3.4K
$899K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-400- 30.35% |
$90.3K - $99.9K
|
918
$243K
|
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-403- 17.5% |
$91K - $101K
|
1.9K
$502K
|