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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.56M+ 33.93% |
$835M - $885M
|
14M
$3.76B
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
384K+ 138.23% |
$90.2M - $95.6M
|
661K
$177M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
290K+ 19.71% |
$68.1M - $72.2M
|
1.76M
$472M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
287K+ 1.83% |
$67.5M - $71.5M
|
16M
$4.29B
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
238K+ 74.56% |
$55.8M - $59.1M
|
556K
$149M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
233KNew |
$54.6M - $57.9M
|
233K
$62.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222K+ 10.81% |
$52.1M - $55.2M
|
2.27M
$609M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
166KNew |
$38.9M - $41.3M
|
166K
$44.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
154K+ 2843.99% |
$36.3M - $38.4M
|
160K
$42.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.47% |
$24.9M - $26.4M
|
7.31M
$1.96B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 1.47% |
$24.9M - $26.4M
|
7.31M
$1.96B
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 41.81% |
$24.8M - $26.3M
|
358K
$96M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
96.3K+ 60.6% |
$22.6M - $24M
|
255K
$68.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95K+ 1.82% |
$22.3M - $23.6M
|
5.3M
$1.42B
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
89.7K+ 7.64% |
$21.1M - $22.3M
|
1.26M
$338M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
81.6KNew |
$19.2M - $20.3M
|
81.6K
$21.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
75.9K+ 14.03% |
$17.8M - $18.9M
|
617K
$165M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
68.2KNew |
$16M - $17M
|
68.2K
$18.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67.4K+ 574.34% |
$15.8M - $16.8M
|
79.1K
$21.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
64.2K+ 5.46% |
$15.1M - $16M
|
1.24M
$332M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.2K+ 1.58% |
$14.1M - $15M
|
3.87M
$1.04B
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.2K+ 12.89% |
$14.1M - $15M
|
527K
$141M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.9K+ 5.05% |
$13.9M - $14.7M
|
1.23M
$328M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54.3KNew |
$12.8M - $13.5M
|
54.3K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
52.4K+ 73.13% |
$12.3M - $13.1M
|
124K
$33.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49.9KNew |
$11.7M - $12.4M
|
49.9K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
43.8K+ 31.92% |
$10.3M - $10.9M
|
181K
$48.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.7K+ 9.97% |
$10M - $10.6M
|
471K
$126M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
42KNew |
$9.87M - $10.5M
|
42K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
39.9K+ 954.57% |
$9.38M - $9.94M
|
44.1K
$11.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
38.9KNew |
$9.15M - $9.69M
|
38.9K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
36.1K+ 4.64% |
$8.49M - $9M
|
814K
$218M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
34.6K+ 292.21% |
$8.12M - $8.61M
|
46.4K
$12.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 116.36% |
$8.1M - $8.59M
|
64.1K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34.2K+ 139.88% |
$8.05M - $8.53M
|
58.7K
$15.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
33.5KNew |
$7.87M - $8.34M
|
33.5K
$8.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
33.2KNew |
$7.8M - $8.26M
|
33.2K
$8.89M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 4.74% |
$7.75M - $8.21M
|
729K
$195M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
31.7K+ 3723.83% |
$7.46M - $7.9M
|
32.6K
$8.73M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
30.9KNew |
$7.27M - $7.7M
|
30.9K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30.3KNew |
$7.12M - $7.55M
|
30.3K
$8.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30K+ 1.08% |
$7.05M - $7.47M
|
2.81M
$754M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
28.9KNew |
$6.8M - $7.21M
|
28.9K
$7.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
26.3K+ 2.16% |
$6.18M - $6.55M
|
1.24M
$333M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
26.1KNew |
$6.14M - $6.51M
|
26.1K
$7M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 0.31% |
$5.99M - $6.35M
|
8.27M
$2.22B
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
25K+ 283.57% |
$5.88M - $6.23M
|
33.8K
$9.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24K+ 1953.83% |
$5.63M - $5.96M
|
25.2K
$6.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.3K+ 6.56% |
$5.47M - $5.79M
|
378K
$101M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.9K+ 1.87% |
$5.38M - $5.7M
|
1.25M
$334M
|