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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-157- 4.99% |
$36.9K - $39.1K
|
2.99K
$797K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-160- 12.06% |
$37.6K - $39.8K
|
1.17K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-162- 2.37% |
$38.1K - $40.3K
|
6.66K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-169- 7.71% |
$39.7K - $42.1K
|
2.02K
$540K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-170- 6.77% |
$39.9K - $42.3K
|
2.34K
$625K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-171- 0.35% |
$40.2K - $42.6K
|
48K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-173- 4.59% |
$40.7K - $43.1K
|
3.59K
$958K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-174- 13.05% |
$40.9K - $43.3K
|
1.16K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-175- 1.33% |
$41.1K - $43.6K
|
13K
$3.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-176- 4.15% |
$41.4K - $43.8K
|
4.07K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-177- 13.51% |
$41.6K - $44.1K
|
1.13K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-178- 0.53% |
$41.8K - $44.3K
|
33.6K
$8.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-180- 14.68% |
$42.3K - $44.8K
|
1.05K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-181- 3.82% |
$42.5K - $45.1K
|
4.55K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-182- 1.32% |
$42.8K - $45.3K
|
13.6K
$3.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-184- 5.25% |
$43.2K - $45.8K
|
3.32K
$887K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-186- 4.74% |
$43.7K - $46.3K
|
3.74K
$998K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-187- 1.49% |
$43.9K - $46.6K
|
12.4K
$3.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-189- 3.21% |
$44.4K - $47.1K
|
5.71K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-189- 4.67% |
$44.4K - $47.1K
|
3.86K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-190- 2.67% |
$44.6K - $47.3K
|
6.91K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-191- 0.8% |
$44.9K - $47.6K
|
23.8K
$6.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-191- 0.33% |
$44.9K - $47.6K
|
57.5K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-192- 2.19% |
$45.1K - $47.8K
|
8.58K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-195- 13.49% |
$45.8K - $48.6K
|
1.25K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-195- 2.18% |
$45.8K - $48.6K
|
8.74K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 12.08% |
$47K - $49.8K
|
1.46K
$388K
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-200- 1.54% |
$47K - $49.8K
|
12.8K
$3.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-203- 8.21% |
$47.7K - $50.5K
|
2.27K
$605K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-205- 1.82% |
$48.2K - $51K
|
11.1K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-205- 16.3% |
$48.2K - $51K
|
1.05K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-208- 1.72% |
$48.9K - $51.8K
|
11.9K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-210- 0.95% |
$49.3K - $52.3K
|
22K
$5.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-211- 2.62% |
$49.6K - $52.5K
|
7.85K
$2.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-216- 8.27% |
$50.8K - $53.8K
|
2.4K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-217- 0.6% |
$51K - $54K
|
36.2K
$9.67M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-218- 0.49% |
$51.2K - $54.3K
|
44.2K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-219- 0.26% |
$51.5K - $54.5K
|
82.7K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-223- 5.16% |
$52.4K - $55.5K
|
4.1K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-225- 7.11% |
$52.9K - $56K
|
2.94K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-225- 2.72% |
$52.9K - $56K
|
8.03K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-228- 9.97% |
$53.6K - $56.8K
|
2.06K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-228- 12.23% |
$53.6K - $56.8K
|
1.64K
$437K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-229- 0.77% |
$53.8K - $57K
|
29.6K
$7.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-229- 10.96% |
$53.8K - $57K
|
1.86K
$496K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-231- 0.21% |
$54.3K - $57.5K
|
110K
$29.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-232- 4.16% |
$54.5K - $57.8K
|
5.35K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-238- 8.99% |
$55.9K - $59.3K
|
2.41K
$643K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-241- 21.63% |
$56.6K - $60K
|
873
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-242- 7.52% |
$56.9K - $60.3K
|
2.97K
$793K
|