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 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 0.58% |
$17.6K - $18.7K
|
13K
$3.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
75+ 8.51% |
$17.6K - $18.7K
|
956
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
74+ 1.92% |
$17.4K - $18.4K
|
3.93K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
72+ 1.59% |
$16.9K - $17.9K
|
4.59K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67New |
$15.7K - $16.7K
|
67
$18K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
67+ 33.33% |
$15.7K - $16.7K
|
268
$72.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
66+ 0.12% |
$15.5K - $16.4K
|
53.3K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
66+ 7.19% |
$15.5K - $16.4K
|
984
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
64+ 1.48% |
$15K - $15.9K
|
4.37K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
64+ 1.72% |
$15K - $15.9K
|
3.79K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
64+ 0.65% |
$15K - $15.9K
|
9.88K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
63+ 2.64% |
$14.8K - $15.7K
|
2.45K
$658K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
62+ 3.06% |
$14.6K - $15.4K
|
2.09K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
61+ 2.22% |
$14.3K - $15.2K
|
2.81K
$756K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
60+ 20.0% |
$14.1K - $14.9K
|
360
$96.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
59+ 2.5% |
$13.9K - $14.7K
|
2.42K
$652K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
58+ 0.76% |
$13.6K - $14.4K
|
7.67K
$2.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
58+ 0.48% |
$13.6K - $14.4K
|
12.3K
$3.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
57+ 0.92% |
$13.4K - $14.2K
|
6.23K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
56+ 0.59% |
$13.2K - $13.9K
|
9.62K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
56+ 0.78% |
$13.2K - $13.9K
|
7.26K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
55+ 5.12% |
$12.9K - $13.7K
|
1.13K
$304K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
55+ 15.03% |
$12.9K - $13.7K
|
421
$113K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
54New |
$12.7K - $13.4K
|
54
$14.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
54+ 0.03% |
$12.7K - $13.4K
|
171K
$46.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
53New |
$12.5K - $13.2K
|
53
$14.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
53+ 1.75% |
$12.5K - $13.2K
|
3.08K
$829K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
53+ 2.79% |
$12.5K - $13.2K
|
1.96K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 4.51% |
$12.2K - $12.9K
|
1.21K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
52New |
$12.2K - $12.9K
|
52
$14K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 0.84% |
$11.7K - $12.4K
|
6K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 5.26% |
$11.7K - $12.4K
|
1K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 1.88% |
$11.5K - $12.2K
|
2.66K
$715K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
48+ 0.16% |
$11.3K - $12K
|
30.2K
$8.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
47+ 4.46% |
$11K - $11.7K
|
1.1K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
47+ 0.18% |
$11K - $11.7K
|
25.8K
$6.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46+ 306.67% |
$10.8K - $11.5K
|
61
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 3.0% |
$10.6K - $11.2K
|
1.55K
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
44+ 0.45% |
$10.3K - $11K
|
9.89K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
42+ 23.33% |
$9.87K - $10.5K
|
222
$59.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
42+ 2.63% |
$9.87K - $10.5K
|
1.64K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
41+ 4.48% |
$9.63K - $10.2K
|
956
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
41+ 1.02% |
$9.63K - $10.2K
|
4.04K
$1.09M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
41+ 1.02% |
$9.63K - $10.2K
|
4.04K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
40+ 2.59% |
$9.4K - $9.96K
|
1.59K
$427K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
36+ 1.43% |
$8.46K - $8.96K
|
2.56K
$688K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
36+ 4.77% |
$8.46K - $8.96K
|
790
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
35+ 3.79% |
$8.22K - $8.71K
|
958
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
34+ 1.42% |
$7.99K - $8.47K
|
2.43K
$655K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
34+ 0.6% |
$7.99K - $8.47K
|
5.74K
$1.55M
|