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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 0.24% |
$3.52K - $3.73K
|
6.18K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-15- 0.5% |
$3.52K - $3.73K
|
2.99K
$785K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-15- 0.23% |
$3.52K - $3.73K
|
6.47K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-16- 0.12% |
$3.76K - $3.98K
|
13.2K
$3.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-16- 1.17% |
$3.76K - $3.98K
|
1.36K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-17- 0.07% |
$3.99K - $4.23K
|
25.5K
$6.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 0.97% |
$3.99K - $4.23K
|
1.73K
$454K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-18- 0.71% |
$4.23K - $4.48K
|
2.51K
$659K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-18- 0.66% |
$4.23K - $4.48K
|
2.69K
$708K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-19- 0.53% |
$4.46K - $4.73K
|
3.59K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-20- 0.79% |
$4.7K - $4.98K
|
2.5K
$656K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 0.53% |
$4.7K - $4.98K
|
3.76K
$988K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$4.93K - $5.23K
|
3.3K
$866K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-21- 0.38% |
$4.93K - $5.23K
|
5.52K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 23.33% |
$4.93K - $5.23K
|
69
$18.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-22- 0.79% |
$5.17K - $5.48K
|
2.76K
$726K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22- 0.68% |
$5.17K - $5.48K
|
3.2K
$841K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-22- 2.14% |
$5.17K - $5.48K
|
1.01K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 1.54% |
$5.17K - $5.48K
|
1.41K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-22- 1.51% |
$5.17K - $5.48K
|
1.44K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-23- 1.02% |
$5.4K - $5.73K
|
2.23K
$585K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23- 0.22% |
$5.4K - $5.73K
|
10.3K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-23- 0.66% |
$5.4K - $5.73K
|
3.45K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-24- 1.7% |
$5.64K - $5.98K
|
1.38K
$364K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-25- 0.46% |
$5.87K - $6.22K
|
5.43K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-25- 0.04% |
$5.87K - $6.22K
|
58.5K
$15.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-26- 1.86% |
$6.11K - $6.47K
|
1.37K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-26- 0.58% |
$6.11K - $6.47K
|
4.44K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-26- 0.43% |
$6.11K - $6.47K
|
5.95K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-26- 2.15% |
$6.11K - $6.47K
|
1.18K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-27- 2.72% |
$6.34K - $6.72K
|
965
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-27- 0.3% |
$6.34K - $6.72K
|
8.97K
$2.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28- 3.97% |
$6.58K - $6.97K
|
677
$178K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-28- 0.4% |
$6.58K - $6.97K
|
7.01K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-28- 1.49% |
$6.58K - $6.97K
|
1.85K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-28- 18.67% |
$6.58K - $6.97K
|
122
$32.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-29- 1.5% |
$6.81K - $7.22K
|
1.9K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-29- 0.81% |
$6.81K - $7.22K
|
3.55K
$932K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 3.36% |
$7.05K - $7.47K
|
864
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-31- 2.63% |
$7.28K - $7.72K
|
1.15K
$301K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-31- 0.35% |
$7.28K - $7.72K
|
8.83K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-31- 2.5% |
$7.28K - $7.72K
|
1.21K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-32- 4.1% |
$7.52K - $7.97K
|
749
$197K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-32- 1.66% |
$7.52K - $7.97K
|
1.89K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-32- 1.17% |
$7.52K - $7.97K
|
2.7K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-32- 0.29% |
$7.52K - $7.97K
|
10.9K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-34- 0.39% |
$7.99K - $8.47K
|
8.62K
$2.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-34- 0.25% |
$7.99K - $8.47K
|
13.7K
$3.6M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-34- 1.39% |
$7.99K - $8.47K
|
2.41K
$633K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-35- 0.35% |
$8.22K - $8.71K
|
9.92K
$2.61M
|