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 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-4- 0.12% |
$940 - $996
|
3.22K
$865K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.47% |
$940 - $996
|
855
$230K
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4- 0.33% |
$940 - $996
|
1.21K
$325K
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 6.25% |
$1.17K - $1.24K
|
75
$20.2K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 3.57% |
$1.17K - $1.24K
|
135
$36.3K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5- 0.08% |
$1.17K - $1.24K
|
6.14K
$1.65M
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-5- 0.58% |
$1.17K - $1.24K
|
864
$233K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-6- 0.08% |
$1.41K - $1.49K
|
7.88K
$2.12M
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-6- 0.05% |
$1.41K - $1.49K
|
11K
$2.95M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6- 0.07% |
$1.41K - $1.49K
|
8.83K
$2.38M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.63% |
$1.64K - $1.74K
|
1.11K
$299K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-7- 0.3% |
$1.64K - $1.74K
|
2.34K
$629K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.64% |
$1.64K - $1.74K
|
1.09K
$294K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.53% |
$1.64K - $1.74K
|
1.32K
$354K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7- 0.62% |
$1.64K - $1.74K
|
1.13K
$304K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.43% |
$1.64K - $1.74K
|
1.61K
$433K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-8- 0.6% |
$1.88K - $1.99K
|
1.33K
$357K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8- 0.3% |
$1.88K - $1.99K
|
2.68K
$721K
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.31% |
$1.88K - $1.99K
|
2.55K
$686K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8- 0.09% |
$1.88K - $1.99K
|
8.63K
$2.32M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.04% |
$1.88K - $1.99K
|
18.9K
$5.1M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 1.28% |
$1.88K - $1.99K
|
615
$166K
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8- 0.07% |
$1.88K - $1.99K
|
12.2K
$3.27M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.92% |
$1.88K - $1.99K
|
857
$231K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 0.04% |
$2.11K - $2.24K
|
24.9K
$6.71M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-9- 0.38% |
$2.11K - $2.24K
|
2.38K
$640K
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9- 0.11% |
$2.11K - $2.24K
|
7.86K
$2.12M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-10- 0.99% |
$2.35K - $2.49K
|
1K
$270K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.51% |
$2.35K - $2.49K
|
1.95K
$524K
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-10- 0.12% |
$2.35K - $2.49K
|
8.17K
$2.2M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.72% |
$2.35K - $2.49K
|
1.37K
$369K
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.26% |
$2.35K - $2.49K
|
3.81K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10- 0.23% |
$2.35K - $2.49K
|
4.4K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-11- 0.15% |
$2.58K - $2.74K
|
7.45K
$2M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-11- 20.75% |
$2.58K - $2.74K
|
42
$11.3K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 2.39% |
$2.58K - $2.74K
|
450
$121K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-11- 1.03% |
$2.58K - $2.74K
|
1.06K
$284K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.46% |
$2.58K - $2.74K
|
2.39K
$644K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12- 0.42% |
$2.82K - $2.99K
|
2.87K
$772K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 1.06% |
$2.82K - $2.99K
|
1.12K
$300K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 0.09% |
$2.82K - $2.99K
|
12.6K
$3.4M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.96% |
$2.82K - $2.99K
|
1.24K
$334K
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12- 0.78% |
$2.82K - $2.99K
|
1.54K
$413K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13- 0.04% |
$3.05K - $3.24K
|
34.6K
$9.32M
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-13- 0.48% |
$3.05K - $3.24K
|
2.7K
$727K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.59% |
$3.29K - $3.49K
|
2.38K
$639K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-14- 0.23% |
$3.29K - $3.49K
|
5.99K
$1.61M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 7.69% |
$3.52K - $3.73K
|
180
$48.4K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.38% |
$3.52K - $3.73K
|
3.95K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-15- 1.77% |
$3.52K - $3.73K
|
831
$224K
|