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 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
8+ 0.45% |
$1.88K - $1.99K
|
1.78K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8+ 0.74% |
$1.88K - $1.99K
|
1.09K
$294K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.33% |
$1.64K - $1.74K
|
2.14K
$576K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6+ 0.09% |
$1.41K - $1.49K
|
6.65K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.36% |
$1.41K - $1.49K
|
1.7K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6+ 0.58% |
$1.41K - $1.49K
|
1.05K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.24K
|
1.17K
$316K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.14% |
$1.17K - $1.24K
|
3.47K
$934K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5+ 0.11% |
$1.17K - $1.24K
|
4.77K
$1.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4+ 0.3% |
$940 - $996
|
1.32K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4+ 0.16% |
$940 - $996
|
2.54K
$685K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4+ 0.2% |
$940 - $996
|
2.03K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$940 - $996
|
3.72K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$940 - $996
|
9.46K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 2.73% |
$705 - $747
|
113
$30.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$705 - $747
|
13.8K
$3.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 2.63% |
$705 - $747
|
117
$31.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$470 - $498
|
4.13K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.16% |
$470 - $498
|
1.24K
$334K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2+ 0.53% |
$470 - $498
|
376
$101K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$470 - $498
|
10.7K
$2.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.03% |
$470 - $498
|
6.84K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.31% |
$470 - $498
|
638
$172K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.97% |
$470 - $498
|
208
$56K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.28% |
$235 - $249
|
79
$21.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.18% |
$235 - $249
|
554
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$235 - $249
|
1.13K
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$235 - $249
|
1
$269
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.03% |
$235 - $249
|
3.76K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1+ 0.03% |
$235 - $249
|
3.56K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.1% |
$235 - $249
|
958
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.14% |
$235 - $249
|
722
$194K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$235 - $249
|
177
$47.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$235 - $249
|
17.3K
$4.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1- 0.04% |
$235 - $249
|
2.25K
$605K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$235 - $249
|
2.59K
$698K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-1- 0.19% |
$235 - $249
|
535
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$235 - $249
|
6.08K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.17% |
$235 - $249
|
597
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1- 0.1% |
$235 - $249
|
954
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1- 0.04% |
$235 - $249
|
2.31K
$622K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$470 - $498
|
12.6K
$3.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2- 0.06% |
$470 - $498
|
3.59K
$967K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 2.33% |
$470 - $498
|
84
$22.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 0.4% |
$470 - $498
|
494
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.25% |
$470 - $498
|
812
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$705 - $747
|
4.03K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3- 0.41% |
$705 - $747
|
735
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4- 0.39% |
$940 - $996
|
1.01K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 1.55% |
$940 - $996
|
254
$68.4K
|