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
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 9.61% |
$1.14M - $1.21M
|
45.8K
$12.4M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.18K- 8.57% |
$1.22M - $1.29M
|
55.2K
$14.9M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-5.28K- 8.71% |
$1.24M - $1.31M
|
55.3K
$14.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.44K- 17.25% |
$1.28M - $1.36M
|
26.1K
$7.04M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.64K- 86.36% |
$1.33M - $1.4M
|
891
$240K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.71K- 16.21% |
$1.34M - $1.42M
|
29.5K
$7.96M
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.78K- 30.25% |
$1.36M - $1.44M
|
13.3K
$3.6M
|
|
May 19, 2025
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-5.78K- 30.25% |
$1.36M - $1.44M
|
13.3K
$3.6M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.82K- 3.36% |
$1.37M - $1.45M
|
167K
$45.1M
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-6.16K- 9.3% |
$1.45M - $1.53M
|
60.1K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.24K- 1.68% |
$1.47M - $1.55M
|
365K
$98.5M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.51K- 2.68% |
$1.76M - $1.87M
|
273K
$73.6M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.56K- 5.96% |
$1.78M - $1.88M
|
119K
$32.1M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.88K- 50.44% |
$1.85M - $1.96M
|
7.74K
$2.09M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.06K- 1.26% |
$1.89M - $2.01M
|
629K
$170M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.33K- 1.52% |
$1.96M - $2.07M
|
540K
$146M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.26K- 98.41% |
$2.17M - $2.3M
|
150
$40.5K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.69K- 35.19% |
$2.28M - $2.41M
|
17.8K
$4.81M
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-10.2K- 7.07% |
$2.39M - $2.53M
|
134K
$36.1M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-10.3K- 34.84% |
$2.42M - $2.56M
|
19.2K
$5.19M
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10.4K- 27.19% |
$2.45M - $2.6M
|
28K
$7.54M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.5K- 76.82% |
$2.47M - $2.62M
|
3.17K
$855K
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-11.1K- 69.73% |
$2.62M - $2.77M
|
4.84K
$1.3M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-11.3K- 8.52% |
$2.64M - $2.8M
|
121K
$32.6M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.6K- 2.98% |
$2.73M - $2.89M
|
378K
$102M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 1.75% |
$2.73M - $2.89M
|
651K
$176M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.7K- 4.54% |
$2.75M - $2.91M
|
246K
$66.3M
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.7K- 62.76% |
$2.75M - $2.92M
|
6.95K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 1.81% |
$2.76M - $2.92M
|
638K
$172M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.8K- 27.32% |
$2.77M - $2.93M
|
31.3K
$8.45M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 4.13% |
$2.93M - $3.1M
|
289K
$77.9M
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-12.5K- 11.37% |
$2.95M - $3.12M
|
97.9K
$26.4M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.7K- 92.69% |
$2.97M - $3.15M
|
999
$269K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.9K- 3.7% |
$3.02M - $3.2M
|
335K
$90.3M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-13.2K- 26.76% |
$3.11M - $3.29M
|
36.2K
$9.77M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.4K- 2.72% |
$3.14M - $3.32M
|
478K
$129M
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 34.98% |
$3.56M - $3.77M
|
28.1K
$7.59M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 3.96% |
$3.56M - $3.77M
|
368K
$99.2M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-23.3K- 83.31% |
$5.48M - $5.8M
|
4.67K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-23.4K- 12.78% |
$5.5M - $5.83M
|
160K
$43.1M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 20.12% |
$5.51M - $5.84M
|
93.1K
$25.1M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.9K- 13.72% |
$6.32M - $6.7M
|
169K
$45.7M
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-28.4K- 82.62% |
$6.68M - $7.08M
|
5.98K
$1.61M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-30.2K- 75.04% |
$7.1M - $7.52M
|
10K
$2.71M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-36K- 95.69% |
$8.45M - $8.95M
|
1.62K
$436K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36.7K- 80.6% |
$8.61M - $9.13M
|
8.82K
$2.38M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.9K- 2.48% |
$8.68M - $9.2M
|
1.45M
$391M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-38.8K- 94.77% |
$9.12M - $9.66M
|
2.14K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39K- 8.96% |
$9.16M - $9.71M
|
396K
$107M
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-40.5K- 91.76% |
$9.51M - $10.1M
|
3.63K
$980K
|