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 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.01K- 4.69% |
$228K - $252K
|
20.5K
$5.61M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.01K- 23.64% |
$228K - $252K
|
3.26K
$893K
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.02K- 19.22% |
$231K - $255K
|
4.3K
$1.17M
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-1.03K- 8.91% |
$233K - $258K
|
10.5K
$2.88M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.03K- 29.07% |
$233K - $258K
|
2.52K
$688K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 15.48% |
$239K - $264K
|
5.78K
$1.58M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.08K- 20.62% |
$243K - $269K
|
4.14K
$1.13M
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.12K- 10.21% |
$252K - $279K
|
9.81K
$2.68M
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-1.12K- 3.31% |
$253K - $280K
|
32.7K
$8.94M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12K- 10.98% |
$253K - $280K
|
9.09K
$2.49M
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 5.45% |
$263K - $291K
|
20.2K
$5.53M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.19K- 2.36% |
$269K - $298K
|
49.3K
$13.5M
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.2K- 23.44% |
$271K - $299K
|
3.91K
$1.07M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 1.72% |
$276K - $305K
|
69.9K
$19.1M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.22K- 9.96% |
$276K - $306K
|
11.1K
$3.03M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.23K- 3.6% |
$277K - $306K
|
32.8K
$8.98M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.23K- 4.43% |
$278K - $307K
|
26.5K
$7.26M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 11.9% |
$279K - $309K
|
9.16K
$2.5M
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.24K- 13.78% |
$280K - $310K
|
7.76K
$2.12M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.24K- 3.86% |
$281K - $311K
|
31K
$8.48M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.31K- 28.33% |
$296K - $328K
|
3.32K
$907K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 0.11% |
$296K - $328K
|
1.17M
$319M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.33K- 18.34% |
$299K - $331K
|
5.91K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.34K- 13.23% |
$302K - $334K
|
8.77K
$2.4M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.36K- 1.94% |
$306K - $339K
|
68.6K
$18.8M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 4.77% |
$312K - $345K
|
27.6K
$7.55M
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.43K- 2.4% |
$322K - $356K
|
58.1K
$15.9M
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.43K- 24.36% |
$323K - $357K
|
4.44K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.44K- 5.4% |
$325K - $359K
|
25.2K
$6.89M
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.45K- 8.81% |
$326K - $361K
|
15K
$4.09M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47K- 10.93% |
$331K - $367K
|
12K
$3.27M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.48K- 5.08% |
$335K - $371K
|
27.7K
$7.59M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 16.4% |
$337K - $372K
|
7.6K
$2.08M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.49K- 13.48% |
$337K - $373K
|
9.57K
$2.62M
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.5K- 15.48% |
$339K - $375K
|
8.18K
$2.24M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.55K- 23.36% |
$350K - $387K
|
5.08K
$1.39M
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.56K- 1.58% |
$353K - $391K
|
97.7K
$26.7M
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.57K- 13.02% |
$353K - $391K
|
10.5K
$2.86M
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.36% |
$355K - $392K
|
34.4K
$9.42M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 6.79% |
$357K - $395K
|
21.7K
$5.94M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.58K- 4.74% |
$358K - $396K
|
31.8K
$8.7M
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 3.39% |
$362K - $400K
|
45.7K
$12.5M
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-1.6K- 3.22% |
$362K - $401K
|
48.2K
$13.2M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.61K- 3.68% |
$363K - $402K
|
42.1K
$11.5M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 7.19% |
$367K - $406K
|
21K
$5.74M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.64K- 24.37% |
$369K - $409K
|
5.07K
$1.39M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.64K- 13.72% |
$371K - $410K
|
10.3K
$2.82M
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.7K- 32.34% |
$384K - $425K
|
3.55K
$972K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.71K- 11.73% |
$386K - $427K
|
12.9K
$3.52M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.75K- 19.36% |
$395K - $437K
|
7.28K
$1.99M
|