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
|
Cx Institutional
|
BUY
|
- |
3.78K+ 2.75% |
$887K - $940K
|
141K
$37.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.77K+ 12.36% |
$886K - $939K
|
34.3K
$9.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.77K+ 3.95% |
$885K - $938K
|
99K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.74K+ 4.3% |
$878K - $930K
|
90.5K
$23.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
3.73KNew |
$875K - $927K
|
3.73K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.71K+ 67.86% |
$871K - $923K
|
9.17K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.66K+ 5.02% |
$861K - $912K
|
76.7K
$20.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.66K+ 2.68% |
$859K - $910K
|
140K
$36.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.59K+ 5.85% |
$844K - $894K
|
65K
$17.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.59KNew |
$844K - $894K
|
3.59K
$944K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.57K+ 3.87% |
$839K - $889K
|
95.9K
$25.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.49KNew |
$820K - $868K
|
3.49K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 141.0% |
$817K - $866K
|
5.94K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.44K+ 1.6% |
$809K - $857K
|
218K
$57.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 11.89% |
$807K - $855K
|
32.3K
$8.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42K+ 29.01% |
$803K - $851K
|
15.2K
$3.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
3.4KNew |
$799K - $847K
|
3.4K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.39K+ 10.63% |
$797K - $844K
|
35.3K
$9.27M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.36K+ 8.33% |
$788K - $835K
|
43.6K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 14.5% |
$773K - $819K
|
26K
$6.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.23K+ 19.4% |
$759K - $804K
|
19.9K
$5.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.21K+ 323.89% |
$755K - $800K
|
4.21K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.2K+ 61.99% |
$751K - $796K
|
8.36K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.19K+ 5.8% |
$749K - $794K
|
58.2K
$15.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.18K+ 5.34% |
$748K - $793K
|
62.8K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.15K+ 5.13% |
$740K - $784K
|
64.5K
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.12K+ 1.64% |
$732K - $776K
|
193K
$50.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.08K+ 11.92% |
$723K - $766K
|
28.9K
$7.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.06K+ 12.61% |
$719K - $762K
|
27.3K
$7.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3K+ 10.31% |
$706K - $748K
|
32.1K
$8.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.97K+ 1.21% |
$698K - $740K
|
248K
$65.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.94KNew |
$690K - $731K
|
2.94K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.84K+ 5.99% |
$668K - $708K
|
50.3K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.82K+ 7.45% |
$662K - $702K
|
40.7K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.79K+ 0.38% |
$655K - $694K
|
727K
$191M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.76K+ 8.9% |
$648K - $687K
|
33.7K
$8.87M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.75K+ 7.16% |
$647K - $686K
|
41.2K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.74K+ 3.92% |
$643K - $681K
|
72.5K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.74K+ 8.38% |
$643K - $681K
|
35.4K
$9.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.73K+ 66.74% |
$640K - $678K
|
6.81K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.71K+ 285.25% |
$636K - $674K
|
3.66K
$961K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.7K+ 12.09% |
$635K - $672K
|
25.1K
$6.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.69K+ 0.65% |
$633K - $670K
|
416K
$109M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.69K+ 17.66% |
$632K - $670K
|
17.9K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.69K+ 7.81% |
$631K - $669K
|
37.1K
$9.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.67K+ 4.57% |
$627K - $664K
|
61.1K
$16.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.65K+ 9.55% |
$622K - $660K
|
30.4K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.63K+ 88.48% |
$617K - $654K
|
5.59K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.59K+ 4.1% |
$609K - $646K
|
65.8K
$17.3M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.56KNew |
$600K - $636K
|
2.56K
$672K
|