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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.29K- 5.8% |
$743K - $822K
|
53.4K
$14.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.29K- 79.57% |
$744K - $823K
|
845
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.32K- 6.71% |
$749K - $828K
|
46.1K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.43K- 3.7% |
$774K - $857K
|
89.3K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.46K- 22.83% |
$782K - $865K
|
11.7K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-3.47K- 34.57% |
$784K - $867K
|
6.57K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.52K- 32.84% |
$796K - $881K
|
7.21K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.69K- 31.88% |
$834K - $923K
|
7.9K
$2.16M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.7K- 25.32% |
$837K - $925K
|
10.9K
$2.99M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.82K- 18.11% |
$862K - $953K
|
17.3K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.83K- 0.92% |
$864K - $956K
|
413K
$113M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.89K- 16.18% |
$879K - $973K
|
20.2K
$5.52M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.93K- 1.38% |
$887K - $981K
|
281K
$76.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.95K- 24.79% |
$892K - $987K
|
12K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.06K- 11.67% |
$916K - $1.01M
|
30.7K
$8.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.06K- 7.08% |
$916K - $1.01M
|
53.3K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-4.13K- 9.81% |
$932K - $1.03M
|
37.9K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.17K- 46.67% |
$941K - $1.04M
|
4.76K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.18K- 3.33% |
$944K - $1.04M
|
121K
$33.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.29K- 23.89% |
$970K - $1.07M
|
13.7K
$3.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.3K- 2.9% |
$971K - $1.07M
|
144K
$39.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.39K- 22.26% |
$992K - $1.1M
|
15.3K
$4.19M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.51K- 44.12% |
$1.02M - $1.13M
|
5.71K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.57K- 12.59% |
$1.03M - $1.14M
|
31.8K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.65K- 35.22% |
$1.05M - $1.16M
|
8.54K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-4.72K- 20.86% |
$1.07M - $1.18M
|
17.9K
$4.9M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 50.45% |
$1.07M - $1.18M
|
4.66K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-4.8K- 33.32% |
$1.08M - $1.2M
|
9.6K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.89K- 12.83% |
$1.11M - $1.22M
|
33.3K
$9.1M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-5K- 12.96% |
$1.13M - $1.25M
|
33.6K
$9.18M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5K- 3.65% |
$1.13M - $1.25M
|
132K
$36.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.11K- 4.98% |
$1.15M - $1.28M
|
97.6K
$26.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.18K- 5.81% |
$1.17M - $1.3M
|
84K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.46K- 17.53% |
$1.23M - $1.36M
|
25.7K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.53K- 66.1% |
$1.25M - $1.38M
|
2.84K
$776K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.57K- 22.74% |
$1.26M - $1.39M
|
18.9K
$5.18M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.74K- 7.33% |
$1.3M - $1.43M
|
72.6K
$19.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.9K- 15.3% |
$1.33M - $1.47M
|
32.6K
$8.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.96K- 3.33% |
$1.35M - $1.49M
|
173K
$47.3M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.05K- 43.09% |
$1.37M - $1.51M
|
7.99K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.05K- 60.89% |
$1.37M - $1.51M
|
3.89K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-6.4K- 51.89% |
$1.45M - $1.6M
|
5.93K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.51K- 1.67% |
$1.47M - $1.63M
|
383K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.51K- 56.28% |
$1.47M - $1.63M
|
5.06K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.55K- 12.45% |
$1.48M - $1.64M
|
46.1K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.67K- 19.66% |
$1.51M - $1.67M
|
27.3K
$7.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.74K- 12.27% |
$1.52M - $1.68M
|
48.2K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6.74K- 69.27% |
$1.52M - $1.68M
|
2.99K
$818K
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-7.04K- 31.74% |
$1.59M - $1.76M
|
15.1K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.1K- 95.57% |
$1.6M - $1.77M
|
329
$90K
|