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 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-61- 0.09% |
$14.3K - $15.2K
|
68.2K
$18.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-61- 2.2% |
$14.3K - $15.2K
|
2.71K
$729K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-61- 0.84% |
$14.3K - $15.2K
|
7.2K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-61- 0.3% |
$14.3K - $15.2K
|
20.6K
$5.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-62- 3.49% |
$14.6K - $15.4K
|
1.71K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-62- 6.07% |
$14.6K - $15.4K
|
960
$258K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-63- 0.8% |
$14.8K - $15.7K
|
7.79K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-63- 11.23% |
$14.8K - $15.7K
|
498
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-64- 3.15% |
$15K - $15.9K
|
1.97K
$529K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-65- 1.14% |
$15.3K - $16.2K
|
5.65K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-65- 3.57% |
$15.3K - $16.2K
|
1.76K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-66- 2.23% |
$15.5K - $16.4K
|
2.89K
$778K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-68- 0.45% |
$16K - $16.9K
|
15.1K
$4.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-69- 60.53% |
$16.2K - $17.2K
|
45
$12.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-70- 6.19% |
$16.4K - $17.4K
|
1.06K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-71- 1.76% |
$16.7K - $17.7K
|
3.96K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-71- 4.74% |
$16.7K - $17.7K
|
1.43K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-71- 0.79% |
$16.7K - $17.7K
|
8.88K
$2.39M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-72- 9.57% |
$16.9K - $17.9K
|
680
$183K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-72- 75.79% |
$16.9K - $17.9K
|
23
$6.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-73- 1.57% |
$17.2K - $18.2K
|
4.59K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-74- 2.28% |
$17.4K - $18.4K
|
3.17K
$854K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.74% |
$17.6K - $18.7K
|
10K
$2.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-76- 11.28% |
$17.9K - $18.9K
|
598
$161K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-76- 0.83% |
$17.9K - $18.9K
|
9.08K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-77- 2.95% |
$18.1K - $19.2K
|
2.53K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-78- 0.66% |
$18.3K - $19.4K
|
11.7K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-79- 1.33% |
$18.6K - $19.7K
|
5.87K
$1.58M
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-80- 5.73% |
$18.8K - $19.9K
|
1.32K
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-81- 1.53% |
$19K - $20.2K
|
5.23K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-82- 5.18% |
$19.3K - $20.4K
|
1.5K
$404K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-83- 0.9% |
$19.5K - $20.7K
|
9.16K
$2.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-83- 0.7% |
$19.5K - $20.7K
|
11.7K
$3.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-84- 6.58% |
$19.7K - $20.9K
|
1.19K
$321K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-85- 0.77% |
$20K - $21.2K
|
10.9K
$2.94M
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-85- 0.87% |
$20K - $21.2K
|
9.73K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-85- 0.93% |
$20K - $21.2K
|
9.04K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-85- 0.99% |
$20K - $21.2K
|
8.47K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-87- 7.83% |
$20.4K - $21.7K
|
1.02K
$276K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-88- 0.54% |
$20.7K - $21.9K
|
16.3K
$4.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-88- 6.99% |
$20.7K - $21.9K
|
1.17K
$315K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-88- 0.3% |
$20.7K - $21.9K
|
29.5K
$7.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-88- 7.05% |
$20.7K - $21.9K
|
1.16K
$312K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-90- 9.84% |
$21.1K - $22.4K
|
825
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-91- 3.37% |
$21.4K - $22.7K
|
2.61K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-91- 9.21% |
$21.4K - $22.7K
|
897
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-93- 2.21% |
$21.9K - $23.2K
|
4.12K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-93- 0.06% |
$21.9K - $23.2K
|
158K
$42.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-93- 0.8% |
$21.9K - $23.2K
|
11.6K
$3.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-95- 1.57% |
$22.3K - $23.7K
|
5.96K
$1.6M
|