Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 2023. 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
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
330
+ 0.86%
$68.2K - $75.3K
38.8K $10.5M
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
317
+ 0.94%
$65.5K - $72.3K
34.1K $9.19M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
316
+ 2.59%
$65.3K - $72.1K
12.5K $3.37M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
312
+ 13.37%
$64.5K - $71.2K
2.65K $712K
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
312
+ 1.09%
$64.5K - $71.2K
29K $7.79M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
311
+ 7.21%
$64.3K - $71K
4.62K $1.24M
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
309
+ 2.3%
$63.8K - $70.5K
13.7K $3.69M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
308
+ 2.15%
$63.6K - $70.3K
14.6K $3.93M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
307
+ 4.0%
$63.4K - $70.1K
7.98K $2.15M
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
306
+ 1.29%
$63.2K - $69.8K
24.1K $6.48M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
300
+ 1.03%
$62K - $68.5K
29.4K $7.91M
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
300
+ 10.01%
$62K - $68.5K
3.3K $887K
Nov 14, 2023 Q3 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
298
+ 28.76%
$61.6K - $68K
1.33K $359K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
298
+ 25.28%
$61.6K - $68K
1.48K $397K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
294
+ 0.42%
$60.7K - $67.1K
69.5K $18.7M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
292
+ 1.56%
$60.3K - $66.6K
19K $5.11M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
291
+ 22.82%
$60.1K - $66.4K
1.57K $421K
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
277
+ 0.95%
$57.2K - $63.2K
29.5K $7.94M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
274
+ 13.28%
$56.6K - $62.5K
2.34K $629K
Nov 06, 2023 Q3 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
274
+ 1.05%
$56.6K - $62.5K
26.4K $7.09M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
274
+ 1.79%
$56.6K - $62.5K
15.6K $4.2M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
273
+ 0.63%
$56.4K - $62.3K
43.5K $11.7M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
270
+ 20.32%
$55.8K - $61.6K
1.6K $430K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
270
+ 28.63%
$55.8K - $61.6K
1.21K $326K
Nov 14, 2023 Q3 2023
Cannell & Co.

New York, NY
BUY
 -
269
+ 20.16%
$55.6K - $61.4K
1.6K $431K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
266
+ 10.23%
$55K - $60.7K
2.87K $771K
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

BUY
 -
263
+ 22.85%
$54.3K - $60K
1.41K $380K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
259
+ 116.67%
$53.5K - $59.1K
481 $129K
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
258
+ 3.2%
$53.3K - $58.9K
8.31K $2.24M
Oct 24, 2023 Q3 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
257
+ 4.02%
$53.1K - $58.7K
6.65K $1.79M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
256
+ 23.95%
$52.9K - $58.4K
1.33K $357K
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
255
+ 18.12%
$52.7K - $58.2K
1.66K $447K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
251
+ 7.37%
$51.9K - $57.3K
3.66K $984K
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
248
+ 2.15%
$51.2K - $56.6K
11.8K $3.17M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
247
+ 0.8%
$51K - $56.4K
31.1K $8.37M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
246
+ 0.72%
$50.8K - $56.1K
34.3K $9.23M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
245
+ 6.95%
$50.6K - $55.9K
3.77K $1.01M
Oct 31, 2023 Q3 2023
Rocky Mountain Advisers, LLC

BUY
 -
245
New
$50.6K - $55.9K
245 $65.9K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
241
+ 0.41%
$49.8K - $55K
59.7K $16.1M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
241
+ 14.01%
$49.8K - $55K
1.96K $528K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
239
+ 4.63%
$49.4K - $54.5K
5.4K $1.45M
Oct 16, 2023 Q3 2023
Greenhouse Wealth Management, LLC

BUY
 -
231
+ 5.89%
$47.7K - $52.7K
4.16K $1.12M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
227
+ 0.34%
$46.9K - $51.8K
66.2K $17.8M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
227
+ 1.27%
$46.9K - $51.8K
18.1K $4.88M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
226
+ 1.41%
$46.7K - $51.6K
16.3K $4.37M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
221
+ 1.23%
$45.7K - $50.4K
18.1K $4.88M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
220
+ 1.57%
$45.5K - $50.2K
14.2K $3.82M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
220
+ 0.76%
$45.5K - $50.2K
29.2K $7.85M
Nov 28, 2023 Q3 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
220
+ 1.74%
$45.5K - $50.2K
12.9K $3.46M

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