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
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
509+ 23.95% |
$120K - $127K
|
2.63K
$709K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
505+ 4.56% |
$119K - $126K
|
11.6K
$3.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
500+ 20.92% |
$117K - $124K
|
2.89K
$778K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
491+ 722.06% |
$115K - $122K
|
559
$150K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
485New |
$114K - $121K
|
485
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
485+ 2.43% |
$114K - $121K
|
20.5K
$5.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
482+ 4.73% |
$113K - $120K
|
10.7K
$2.87M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
480+ 6.61% |
$113K - $120K
|
7.74K
$2.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
472+ 1.65% |
$111K - $118K
|
29.1K
$7.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
471+ 2.47% |
$111K - $117K
|
19.6K
$5.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
469+ 2.33% |
$110K - $117K
|
20.6K
$5.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
468+ 8.19% |
$110K - $117K
|
6.18K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
468+ 20.4% |
$110K - $117K
|
2.76K
$743K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
466+ 0.54% |
$110K - $116K
|
86.9K
$23.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
466+ 50.65% |
$110K - $116K
|
1.39K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
463+ 26.38% |
$109K - $115K
|
2.22K
$597K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
455+ 13.1% |
$107K - $113K
|
3.93K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
451+ 41.68% |
$106K - $112K
|
1.53K
$412K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
445+ 12.17% |
$105K - $111K
|
4.1K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
444+ 3.0% |
$104K - $111K
|
15.3K
$4.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
440+ 3.95% |
$103K - $110K
|
11.6K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
438+ 1.31% |
$103K - $109K
|
33.8K
$9.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
435+ 1.08% |
$102K - $108K
|
40.9K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
434+ 4.71% |
$102K - $108K
|
9.65K
$2.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
430+ 112.27% |
$101K - $107K
|
813
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
426+ 5.5% |
$100K - $106K
|
8.17K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
423+ 18.32% |
$99.4K - $105K
|
2.73K
$735K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
418+ 7.06% |
$98.2K - $104K
|
6.34K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
416+ 32.53% |
$97.8K - $104K
|
1.7K
$456K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
415New |
$97.5K - $103K
|
415
$112K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
415+ 1.53% |
$97.5K - $103K
|
27.6K
$7.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
415New |
$97.5K - $103K
|
415
$112K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
410+ 58.57% |
$96.3K - $102K
|
1.11K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
408+ 4.08% |
$95.9K - $102K
|
10.4K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
406+ 13.38% |
$95.4K - $101K
|
3.44K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
404+ 0.65% |
$94.9K - $101K
|
62.3K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
404+ 18.09% |
$94.9K - $101K
|
2.64K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
400+ 1.7% |
$94K - $99.6K
|
23.9K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
400+ 0.36% |
$94K - $99.6K
|
112K
$30.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
395+ 4.54% |
$92.8K - $98.3K
|
9.1K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
391+ 9.43% |
$91.9K - $97.4K
|
4.54K
$1.22M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
386New |
$90.7K - $96.1K
|
386
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
384+ 20.09% |
$90.2K - $95.6K
|
2.3K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
383+ 9.63% |
$90K - $95.4K
|
4.36K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
380New |
$89.3K - $94.6K
|
380
$102K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
372+ 4.79% |
$87.4K - $92.6K
|
8.14K
$2.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
372+ 174.65% |
$87.4K - $92.6K
|
585
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
370+ 5.08% |
$86.9K - $92.1K
|
7.65K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
368+ 13.88% |
$86.5K - $91.6K
|
3.02K
$813K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
360+ 37.89% |
$84.6K - $89.6K
|
1.31K
$352K
|