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
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.1K+ 13.42% |
$248K - $275K
|
9.29K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.09K+ 1.41% |
$246K - $273K
|
78.4K
$21.4M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09K+ 0.42% |
$246K - $272K
|
258K
$70.5M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.09KNew |
$245K - $271K
|
1.09K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.08K+ 2.13% |
$244K - $270K
|
51.9K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.08K+ 22.16% |
$243K - $269K
|
5.93K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.07K+ 7.86% |
$242K - $268K
|
14.7K
$4.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.07K+ 20.9% |
$242K - $267K
|
6.19K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 4.07% |
$241K - $267K
|
27.3K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.07KNew |
$241K - $266K
|
1.07K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06K+ 3.48% |
$239K - $265K
|
31.5K
$8.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$238K - $263K
|
1.05K
$288K
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.04K+ 1.85% |
$236K - $261K
|
57.4K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.04KNew |
$236K - $261K
|
1.04K
$286K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.04K+ 2.7% |
$235K - $260K
|
39.5K
$10.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 3.6% |
$232K - $257K
|
29.6K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.02KNew |
$231K - $256K
|
1.02K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.96% |
$231K - $256K
|
26.9K
$7.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.02K+ 1.52% |
$230K - $255K
|
68.2K
$18.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.02K+ 4.72% |
$230K - $255K
|
22.7K
$6.2M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.02K+ 7.25% |
$230K - $255K
|
15.1K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 24.4% |
$229K - $253K
|
5.16K
$1.41M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.01K+ 9.01% |
$228K - $253K
|
12.2K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.01K+ 0.63% |
$228K - $252K
|
162K
$44.3M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.01K+ 26.08% |
$227K - $252K
|
4.87K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1KNew |
$227K - $251K
|
1K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1KNew |
$226K - $250K
|
1K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
999+ 2.07% |
$226K - $250K
|
49.3K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
994+ 11.56% |
$225K - $248K
|
9.6K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
992New |
$224K - $248K
|
992
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
977New |
$221K - $244K
|
977
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
962New |
$217K - $240K
|
962
$263K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
961New |
$217K - $240K
|
961
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
960+ 44.65% |
$217K - $240K
|
3.11K
$851K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
959+ 2.84% |
$217K - $240K
|
34.7K
$9.49M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
957+ 108.75% |
$216K - $239K
|
1.84K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
956New |
$216K - $239K
|
956
$262K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
955+ 30.63% |
$216K - $239K
|
4.07K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
950New |
$215K - $237K
|
950
$260K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
949New |
$214K - $237K
|
949
$260K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
945+ 1.22% |
$213K - $236K
|
78.5K
$21.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
939+ 5.17% |
$212K - $235K
|
19.1K
$5.22M
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
939+ 96.6% |
$212K - $235K
|
1.91K
$523K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
923New |
$208K - $231K
|
923
$252K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
920New |
$208K - $230K
|
920
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
915New |
$207K - $229K
|
915
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
914+ 4.9% |
$206K - $228K
|
19.6K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
909+ 1.36% |
$205K - $227K
|
67.5K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
900New |
$203K - $225K
|
900
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
887+ 0.65% |
$200K - $222K
|
137K
$37.3M
|