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 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.52K+ 9.57% |
$344K - $380K
|
17.4K
$4.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.5K+ 13.79% |
$338K - $374K
|
12.4K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.5K+ 4.52% |
$338K - $374K
|
34.6K
$9.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
1.49K+ 2.46% |
$336K - $372K
|
61.9K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.49K+ 4.05% |
$335K - $371K
|
38.2K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.48KNew |
$334K - $369K
|
1.48K
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 84.85% |
$333K - $368K
|
3.21K
$878K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.46K+ 14.23% |
$330K - $365K
|
11.7K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 44.93% |
$327K - $361K
|
4.66K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.45K+ 1.54% |
$327K - $361K
|
95.3K
$26.1M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
1.44K+ 7.6% |
$325K - $360K
|
20.4K
$5.57M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.43K+ 2.62% |
$324K - $358K
|
56.3K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.43K+ 2.04% |
$323K - $357K
|
71.7K
$19.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.41K+ 1.28% |
$319K - $353K
|
111K
$30.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.41KNew |
$318K - $352K
|
1.41K
$385K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.4K+ 2.95% |
$316K - $350K
|
48.8K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.4K+ 9.42% |
$316K - $349K
|
16.2K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.38K+ 1.09% |
$311K - $344K
|
128K
$35M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.37K+ 43.48% |
$309K - $342K
|
4.52K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
1.36KNew |
$307K - $339K
|
1.36K
$371K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.35K+ 3.25% |
$306K - $338K
|
43K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.35K+ 3.22% |
$305K - $338K
|
43.3K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.35K+ 42.35% |
$305K - $337K
|
4.54K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.34KNew |
$302K - $334K
|
1.34K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.32KNew |
$297K - $329K
|
1.32K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.3K+ 10.31% |
$295K - $326K
|
14K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 47.38% |
$294K - $325K
|
4.05K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.28K+ 8.28% |
$290K - $321K
|
16.8K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.28K+ 35.97% |
$289K - $320K
|
4.84K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 1.25% |
$289K - $319K
|
104K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.28K+ 1.69% |
$288K - $319K
|
77K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.27KNew |
$287K - $317K
|
1.27K
$347K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.25KNew |
$283K - $313K
|
1.25K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$283K - $313K
|
1.25K
$343K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 20.67% |
$282K - $312K
|
7.29K
$1.99M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24KNew |
$279K - $309K
|
1.24K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.23K+ 8.15% |
$277K - $306K
|
16.3K
$4.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.22KNew |
$276K - $305K
|
1.22K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 62.47% |
$273K - $302K
|
3.15K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.21KNew |
$272K - $301K
|
1.21K
$330K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.2K+ 8.82% |
$271K - $300K
|
14.8K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.18K+ 4.06% |
$266K - $294K
|
30.2K
$8.25M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.16K+ 5.27% |
$263K - $291K
|
23.3K
$6.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.15K+ 7.68% |
$260K - $288K
|
16.2K
$4.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.14KNew |
$258K - $285K
|
1.14K
$312K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.14K+ 12.82% |
$257K - $285K
|
10K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14KNew |
$257K - $284K
|
1.14K
$311K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.13K+ 1.24% |
$255K - $282K
|
92.5K
$25.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.12K+ 14.34% |
$252K - $279K
|
8.91K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.11K+ 2.91% |
$250K - $276K
|
39.1K
$10.7M
|