Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
509+ 1.51% |
$115K - $127K
|
34.3K
$9.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
499+ 5.64% |
$113K - $125K
|
9.35K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
490+ 1.23% |
$111K - $122K
|
40.3K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
480+ 3.26% |
$108K - $120K
|
15.2K
$4.22M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
480+ 37.83% |
$108K - $120K
|
1.75K
$485K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
470+ 0.57% |
$106K - $117K
|
83.4K
$23.1M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
470+ 15.22% |
$106K - $117K
|
3.56K
$987K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
463+ 0.63% |
$105K - $116K
|
73.5K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
460+ 33.07% |
$104K - $115K
|
1.85K
$513K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
456+ 2.9% |
$103K - $114K
|
16.2K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
456+ 92.87% |
$103K - $114K
|
947
$263K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
455+ 129.26% |
$103K - $114K
|
807
$224K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
454+ 3.55% |
$103K - $113K
|
13.2K
$3.67M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
454+ 1.58% |
$103K - $113K
|
29.1K
$8.08M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
453+ 0.79% |
$102K - $113K
|
57.7K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
450+ 8.55% |
$102K - $112K
|
5.72K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
445+ 1.32% |
$101K - $111K
|
34.3K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
439+ 9.0% |
$99.2K - $110K
|
5.32K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
438+ 9.01% |
$98.9K - $109K
|
5.3K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
438+ 4.82% |
$98.9K - $109K
|
9.52K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
437+ 8.34% |
$98.7K - $109K
|
5.67K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
437+ 49.38% |
$98.7K - $109K
|
1.32K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
436+ 0.63% |
$98.5K - $109K
|
69.8K
$19.3M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
436+ 36.21% |
$98.5K - $109K
|
1.64K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
434+ 0.62% |
$98K - $108K
|
70.9K
$19.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
432+ 34.42% |
$97.6K - $108K
|
1.69K
$468K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
431+ 2.91% |
$97.3K - $108K
|
15.2K
$4.22M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
430New |
$97.1K - $107K
|
430
$119K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
427+ 8.28% |
$96.4K - $107K
|
5.58K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
427+ 0.85% |
$96.4K - $107K
|
50.9K
$14.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
424+ 32.34% |
$95.8K - $106K
|
1.74K
$481K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
418New |
$94.4K - $104K
|
418
$116K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
411+ 1.17% |
$92.8K - $103K
|
35.7K
$9.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
410+ 4.66% |
$92.6K - $102K
|
9.21K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
401+ 9.14% |
$90.6K - $100K
|
4.79K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
400+ 17.04% |
$90.3K - $99.9K
|
2.75K
$762K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
400+ 100.0% |
$90.3K - $99.9K
|
800
$222K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
400+ 15.16% |
$90.3K - $99.9K
|
3.04K
$843K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
397+ 8.96% |
$89.7K - $99.2K
|
4.83K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
397+ 0.25% |
$89.7K - $99.2K
|
158K
$43.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
388+ 4.49% |
$87.6K - $96.9K
|
9.04K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
387+ 6.18% |
$87.4K - $96.7K
|
6.65K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
386+ 20.25% |
$87.2K - $96.4K
|
2.29K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
382+ 2.13% |
$86.3K - $95.4K
|
18.3K
$5.09M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
380+ 1.45% |
$85.8K - $94.9K
|
26.6K
$7.39M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
376+ 39.29% |
$84.9K - $93.9K
|
1.33K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
374+ 1.05% |
$84.5K - $93.4K
|
35.9K
$9.96M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
373+ 5.37% |
$84.2K - $93.2K
|
7.32K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
373+ 25.03% |
$84.2K - $93.2K
|
1.86K
$517K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
369+ 0.28% |
$83.3K - $92.2K
|
131K
$36.3M
|