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 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
119+ 13.81% |
$28K - $29.6K
|
981
$264K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
118+ 4.69% |
$27.7K - $29.4K
|
2.64K
$709K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
118+ 6.64% |
$27.7K - $29.4K
|
1.89K
$510K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
117+ 0.72% |
$27.5K - $29.1K
|
16.3K
$4.38M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
116+ 1.04% |
$27.3K - $28.9K
|
11.2K
$3.02M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115+ 5.5% |
$27K - $28.6K
|
2.21K
$594K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
112New |
$26.3K - $27.9K
|
112
$30.1K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
111+ 0.46% |
$26.1K - $27.6K
|
24.4K
$6.57M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
111+ 1.17% |
$26.1K - $27.6K
|
9.56K
$2.57M
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
109+ 0.54% |
$25.6K - $27.1K
|
20.5K
$5.51M
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
109New |
$25.6K - $27.1K
|
109
$29.3K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
108+ 0.41% |
$25.4K - $26.9K
|
26.2K
$7.06M
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
107+ 1.87% |
$25.1K - $26.6K
|
5.83K
$1.57M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
106+ 1.38% |
$24.9K - $26.4K
|
7.8K
$2.1M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
106+ 0.18% |
$24.9K - $26.4K
|
59K
$15.9M
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
105+ 7.17% |
$24.7K - $26.1K
|
1.57K
$422K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
105+ 0.71% |
$24.7K - $26.1K
|
14.8K
$3.99M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104+ 5200.0% |
$24.4K - $25.9K
|
106
$28.5K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
102+ 0.69% |
$24K - $25.4K
|
14.8K
$3.98M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
102+ 0.17% |
$24K - $25.4K
|
58.8K
$15.8M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
101+ 10.78% |
$23.7K - $25.1K
|
1.04K
$279K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$23.5K - $24.9K
|
100
$26.9K
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 0.76% |
$23.5K - $24.9K
|
13.2K
$3.56M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
99+ 1.46% |
$23.3K - $24.6K
|
6.88K
$1.85M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
99+ 9.4% |
$23.3K - $24.6K
|
1.15K
$310K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
98+ 34.39% |
$23K - $24.4K
|
383
$103K
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
97+ 0.38% |
$22.8K - $24.2K
|
25.4K
$6.83M
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
97+ 1.38% |
$22.8K - $24.2K
|
7.14K
$1.92M
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
96+ 1.28% |
$22.6K - $23.9K
|
7.58K
$2.04M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
96+ 2.13% |
$22.6K - $23.9K
|
4.61K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
95+ 0.22% |
$22.3K - $23.7K
|
43.1K
$11.6M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 9.49% |
$22.3K - $23.7K
|
1.1K
$295K
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
95+ 0.2% |
$22.3K - $23.7K
|
48.3K
$13M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
95+ 1.33% |
$22.3K - $23.7K
|
7.24K
$1.95M
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
95+ 7.01% |
$22.3K - $23.7K
|
1.45K
$390K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
93+ 15.22% |
$21.9K - $23.2K
|
704
$189K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
92+ 10.62% |
$21.6K - $22.9K
|
958
$258K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
92+ 1.15% |
$21.6K - $22.9K
|
8.1K
$2.18M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
91+ 17.17% |
$21.4K - $22.7K
|
621
$167K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
90+ 0.61% |
$21.1K - $22.4K
|
14.8K
$3.99M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 3.71% |
$21.1K - $22.4K
|
2.52K
$677K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
90+ 2.38% |
$21.1K - $22.4K
|
3.87K
$1.04M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
90+ 0.38% |
$21.1K - $22.4K
|
23.7K
$6.39M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
87+ 6.43% |
$20.4K - $21.7K
|
1.44K
$387K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
86+ 2.85% |
$20.2K - $21.4K
|
3.1K
$834K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83+ 8.63% |
$19.5K - $20.7K
|
1.05K
$281K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
81+ 2.28% |
$19K - $20.2K
|
3.64K
$978K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 6.63% |
$18.6K - $19.7K
|
1.27K
$342K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
77+ 7.53% |
$18.1K - $19.2K
|
1.1K
$296K
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 0.58% |
$17.6K - $18.7K
|
13K
$3.5M
|