Purchases and Sales Made in Q2 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
244+ 22.02% |
$57.3K - $60.8K
|
1.35K
$355K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
243+ 0.73% |
$57.1K - $60.5K
|
33.4K
$8.79M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
243+ 6.12% |
$57.1K - $60.5K
|
4.22K
$1.11M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
243+ 6.12% |
$57.1K - $60.5K
|
4.22K
$1.11M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
240New |
$56.4K - $59.8K
|
240
$63.1K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
236+ 4.03% |
$55.5K - $58.8K
|
6.1K
$1.6M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
236+ 9.01% |
$55.5K - $58.8K
|
2.86K
$751K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
235+ 13.7% |
$55.2K - $58.5K
|
1.95K
$512K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
232+ 2.14% |
$54.5K - $57.8K
|
11.1K
$2.91M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
232New |
$54.5K - $57.8K
|
232
$61K
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
231+ 4.89% |
$54.3K - $57.5K
|
4.95K
$1.3M
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
230+ 1.17% |
$54K - $57.3K
|
19.9K
$5.23M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
227+ 1.84% |
$53.3K - $56.5K
|
12.6K
$3.31M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
225+ 0.95% |
$52.9K - $56K
|
23.8K
$6.26M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
223+ 4.19% |
$52.4K - $55.5K
|
5.54K
$1.46M
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
222+ 0.5% |
$52.2K - $55.3K
|
44.4K
$11.7M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
220+ 2.37% |
$51.7K - $54.8K
|
9.51K
$2.5M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
219+ 3.54% |
$51.5K - $54.5K
|
6.41K
$1.68M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
218+ 0.51% |
$51.2K - $54.3K
|
43.1K
$11.3M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
217+ 5.34% |
$51K - $54K
|
4.28K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$50.1K - $53K
|
213
$56K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
210+ 0.43% |
$49.3K - $52.3K
|
49.5K
$13M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
209+ 1.48% |
$49.1K - $52K
|
14.3K
$3.76M
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
208+ 1.46% |
$48.9K - $51.8K
|
14.4K
$3.8M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
208New |
$48.9K - $51.8K
|
208
$54.7K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
207+ 1.63% |
$48.6K - $51.5K
|
12.9K
$3.39M
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
206+ 0.54% |
$48.4K - $51.3K
|
38.1K
$10M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
205New |
$48.2K - $51K
|
205
$53.9K
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 3.12% |
$48.2K - $51K
|
6.77K
$1.78M
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
204+ 20.32% |
$47.9K - $50.8K
|
1.21K
$317K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
203+ 2.48% |
$47.7K - $50.5K
|
8.38K
$2.2M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
203+ 3.86% |
$47.7K - $50.5K
|
5.46K
$1.43M
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
200+ 5.52% |
$47K - $49.8K
|
3.82K
$1M
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
200+ 10.01% |
$47K - $49.8K
|
2.2K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 1.38% |
$47K - $49.8K
|
14.7K
$3.87M
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
193+ 7.67% |
$45.4K - $48.1K
|
2.71K
$712K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
193+ 0.25% |
$45.4K - $48.1K
|
78.6K
$20.7M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
193+ 0.77% |
$45.4K - $48.1K
|
25.2K
$6.61M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
192+ 8.74% |
$45.1K - $47.8K
|
2.39K
$628K
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
190+ 18.46% |
$44.6K - $47.3K
|
1.22K
$320K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189+ 0.97% |
$44.4K - $47.1K
|
19.8K
$5.19M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
188+ 3.86% |
$44.2K - $46.8K
|
5.06K
$1.33M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
188+ 3.53% |
$44.2K - $46.8K
|
5.52K
$1.45M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
182+ 18.04% |
$42.8K - $45.3K
|
1.19K
$313K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
182+ 5.11% |
$42.8K - $45.3K
|
3.74K
$983K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
181+ 6.87% |
$42.5K - $45.1K
|
2.82K
$740K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
180+ 18.71% |
$42.3K - $44.8K
|
1.14K
$300K
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.47% |
$41.6K - $44.1K
|
12.2K
$3.21M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
175+ 7.21% |
$41.1K - $43.6K
|
2.6K
$684K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
175New |
$41.1K - $43.6K
|
175
$46K
|