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 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
2.33KNew |
$526K - $582K
|
2.33K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.32K+ 322.7% |
$523K - $579K
|
3.04K
$802K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.32KNew |
$523K - $578K
|
2.32K
$612K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.3K+ 53.26% |
$519K - $574K
|
6.61K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.23K+ 66.69% |
$505K - $558K
|
5.58K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.23K+ 1.19% |
$505K - $558K
|
190K
$50.2M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.22K+ 9.8% |
$502K - $555K
|
24.9K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.22K+ 9.31% |
$501K - $554K
|
26K
$6.88M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21K+ 10.79% |
$499K - $552K
|
22.7K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.21K+ 23.78% |
$498K - $551K
|
11.5K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.19K+ 2.0% |
$495K - $548K
|
112K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.17K+ 5.78% |
$490K - $542K
|
39.7K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.14KNew |
$484K - $535K
|
2.14K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.12K+ 4.35% |
$479K - $529K
|
50.8K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.11K+ 13.35% |
$477K - $528K
|
17.9K
$4.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.1K+ 7.52% |
$474K - $524K
|
30K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.09KNew |
$473K - $523K
|
2.09K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.09K+ 19.75% |
$472K - $522K
|
12.7K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
2.04K+ 8.37% |
$461K - $510K
|
26.4K
$6.99M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 82.39% |
$461K - $510K
|
4.52K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$457K - $506K
|
2.03K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.03KNew |
$457K - $506K
|
2.03K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2K+ 10.16% |
$452K - $500K
|
21.7K
$5.73M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.99K+ 8.29% |
$449K - $496K
|
25.9K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.94K+ 55.27% |
$439K - $486K
|
5.46K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.93K+ 1.14% |
$435K - $481K
|
171K
$45.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 4.19% |
$433K - $479K
|
47.7K
$12.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.91K+ 4.78% |
$430K - $476K
|
41.8K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.85K+ 6.81% |
$418K - $462K
|
29K
$7.67M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 0.57% |
$402K - $445K
|
311K
$82.3M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.77KNew |
$400K - $443K
|
1.77K
$469K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.77K+ 3.63% |
$400K - $443K
|
50.5K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.77K+ 4.93% |
$400K - $442K
|
37.7K
$9.97M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.75K+ 6.24% |
$396K - $438K
|
29.8K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.75K+ 30.43% |
$395K - $437K
|
7.5K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.73K+ 39.59% |
$391K - $432K
|
6.1K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.73K+ 2.02% |
$390K - $431K
|
87.2K
$23.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.66K+ 146.73% |
$374K - $414K
|
2.79K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.65K+ 125.19% |
$373K - $412K
|
2.97K
$784K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.64KNew |
$370K - $410K
|
1.64K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.63K+ 33.84% |
$368K - $408K
|
6.45K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.6K+ 57.93% |
$362K - $401K
|
4.37K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.6K+ 0.53% |
$361K - $399K
|
301K
$79.7M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.6KNew |
$360K - $399K
|
1.6K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.59K+ 46.86% |
$358K - $397K
|
4.97K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
1.58KNew |
$357K - $395K
|
1.58K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.57K+ 6.33% |
$355K - $393K
|
26.4K
$6.98M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.54K+ 5.11% |
$349K - $386K
|
31.8K
$8.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.54K+ 173.73% |
$348K - $385K
|
2.43K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 37.08% |
$344K - $381K
|
5.63K
$1.49M
|