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 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.22K+ 107.86% |
$1.7M - $1.8M
|
13.9K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.2K+ 1.85% |
$1.69M - $1.79M
|
395K
$104M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.1K+ 2159.27% |
$1.67M - $1.77M
|
7.43K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.06K+ 6.06% |
$1.66M - $1.76M
|
124K
$32.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.76K+ 30.11% |
$1.59M - $1.68M
|
29.2K
$7.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
6.72K+ 15.5% |
$1.58M - $1.67M
|
50.1K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6.46KNew |
$1.52M - $1.61M
|
6.46K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.46K+ 2.66% |
$1.52M - $1.61M
|
250K
$65.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.19K+ 1.88% |
$1.45M - $1.54M
|
336K
$88.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.09K+ 17.77% |
$1.43M - $1.52M
|
40.4K
$10.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.05K+ 49.49% |
$1.42M - $1.51M
|
18.3K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6K+ 11.87% |
$1.41M - $1.49M
|
56.6K
$14.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.93K+ 11.12% |
$1.39M - $1.48M
|
59.2K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.9K+ 1.26% |
$1.39M - $1.47M
|
474K
$124M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.87K+ 19.83% |
$1.38M - $1.46M
|
35.5K
$9.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.79K+ 7.77% |
$1.36M - $1.44M
|
80.3K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.67KNew |
$1.33M - $1.41M
|
5.67K
$1.49M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.66KNew |
$1.33M - $1.41M
|
5.66K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.53K+ 12.23% |
$1.3M - $1.38M
|
50.8K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.38K+ 18.62% |
$1.26M - $1.34M
|
34.3K
$9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.3K+ 10.62% |
$1.25M - $1.32M
|
55.3K
$14.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.24K+ 15.62% |
$1.23M - $1.31M
|
38.8K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.24K+ 2.05% |
$1.23M - $1.3M
|
261K
$68.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.19KNew |
$1.22M - $1.29M
|
5.19K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.12KNew |
$1.2M - $1.27M
|
5.12K
$1.35M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.06K+ 4.79% |
$1.19M - $1.26M
|
111K
$29.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
5K+ 2.99% |
$1.18M - $1.25M
|
172K
$45.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.86K+ 11.59% |
$1.14M - $1.21M
|
46.8K
$12.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.85K+ 1.04% |
$1.14M - $1.21M
|
473K
$124M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
4.84KNew |
$1.14M - $1.21M
|
4.84K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.77K+ 3.11% |
$1.12M - $1.19M
|
158K
$41.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.77K+ 31.24% |
$1.12M - $1.19M
|
20K
$5.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.74K+ 101.8% |
$1.11M - $1.18M
|
9.4K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.71K+ 9.01% |
$1.11M - $1.17M
|
56.9K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.54K+ 5.53% |
$1.07M - $1.13M
|
86.6K
$22.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.4KNew |
$1.03M - $1.1M
|
4.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 15.26% |
$1.03M - $1.09M
|
33K
$8.69M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.37KNew |
$1.03M - $1.09M
|
4.37K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.33K+ 3.21% |
$1.02M - $1.08M
|
139K
$36.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.32KNew |
$1.02M - $1.08M
|
4.32K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.28K+ 12.97% |
$1M - $1.06M
|
37.3K
$9.79M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
4.27K+ 17.15% |
$1M - $1.06M
|
29.2K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.2KNew |
$986K - $1.04M
|
4.2K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.12K+ 7.35% |
$967K - $1.03M
|
60.1K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.1KNew |
$963K - $1.02M
|
4.1K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.09K+ 90.75% |
$962K - $1.02M
|
8.6K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.03K+ 11.1% |
$947K - $1M
|
40.3K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.99K+ 19.17% |
$939K - $994K
|
24.8K
$6.52M
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
3.94K+ 6.86% |
$925K - $980K
|
61.3K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.79K+ 11.72% |
$891K - $944K
|
36.1K
$9.5M
|