Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap ETF (VO)
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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
90+ 1.02% |
$18.6K - $20.5K
|
8.87K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
90+ 3.41% |
$18.6K - $20.5K
|
2.73K
$735K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89+ 7.17% |
$18.4K - $20.3K
|
1.33K
$358K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
87+ 9.35% |
$18K - $19.9K
|
1.02K
$274K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
86+ 3.05% |
$17.8K - $19.6K
|
2.91K
$782K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
82+ 0.72% |
$16.9K - $18.7K
|
11.5K
$3.1M
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
80+ 1.16% |
$16.5K - $18.3K
|
6.99K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
80+ 0.21% |
$16.5K - $18.3K
|
37.8K
$10.2M
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
78+ 2.37% |
$16.1K - $17.8K
|
3.37K
$906K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 6.85% |
$16.1K - $17.8K
|
1.22K
$328K
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.84% |
$16.1K - $17.8K
|
9.36K
$2.52M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
78+ 1.43% |
$16.1K - $17.8K
|
5.55K
$1.49M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
76+ 0.64% |
$15.7K - $17.3K
|
11.9K
$3.2M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
76+ 2.37% |
$15.7K - $17.3K
|
3.29K
$885K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
75+ 1.47% |
$15.5K - $17.1K
|
5.18K
$1.39M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
75+ 0.36% |
$15.5K - $17.1K
|
20.8K
$5.59M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
75+ 0.54% |
$15.5K - $17.1K
|
14K
$3.78M
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
73+ 2.96% |
$15.1K - $16.7K
|
2.54K
$684K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
72New |
$14.9K - $16.4K
|
72
$19.4K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
70+ 4.34% |
$14.5K - $16K
|
1.68K
$453K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
70+ 1.12% |
$14.5K - $16K
|
6.35K
$1.71M
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
70+ 6.03% |
$14.5K - $16K
|
1.23K
$331K
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
69+ 0.29% |
$14.3K - $15.7K
|
24.1K
$6.49M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
67+ 0.21% |
$13.8K - $15.3K
|
32.7K
$8.8M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
66+ 18.44% |
$13.6K - $15.1K
|
424
$114K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65+ 22.49% |
$13.4K - $14.8K
|
354
$95.3K
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
65+ 0.88% |
$13.4K - $14.8K
|
7.47K
$2.01M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
65+ 2.85% |
$13.4K - $14.8K
|
2.35K
$631K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
64+ 0.37% |
$13.2K - $14.6K
|
17.3K
$4.65M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 217.24% |
$13K - $14.4K
|
92
$24.8K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
63New |
$13K - $14.4K
|
63
$17K
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
63+ 2.21% |
$13K - $14.4K
|
2.92K
$785K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 18.71% |
$12.6K - $13.9K
|
387
$104K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
60+ 4.75% |
$12.4K - $13.7K
|
1.32K
$356K
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
60+ 0.83% |
$12.4K - $13.7K
|
7.3K
$1.97M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
60+ 6.84% |
$12.4K - $13.7K
|
937
$252K
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
58+ 3.69% |
$12K - $13.2K
|
1.63K
$439K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
58+ 1.12% |
$12K - $13.2K
|
5.22K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 0.68% |
$12K - $13.2K
|
8.57K
$2.31M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57+ 10.58% |
$11.8K - $13K
|
596
$160K
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
55+ 4.95% |
$11.4K - $12.6K
|
1.17K
$314K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
55+ 2.51% |
$11.4K - $12.6K
|
2.25K
$605K
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
53+ 3.24% |
$10.9K - $12.1K
|
1.69K
$455K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
52+ 1.82% |
$10.7K - $11.9K
|
2.91K
$783K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 7.37% |
$10.3K - $11.4K
|
728
$196K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
50+ 0.3% |
$10.3K - $11.4K
|
16.9K
$4.54M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
50+ 2.08% |
$10.3K - $11.4K
|
2.46K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50+ 100.0% |
$10.3K - $11.4K
|
100
$26.9K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 5.64% |
$10.3K - $11.4K
|
936
$252K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
48+ 0.06% |
$9.92K - $11K
|
85.4K
$23M
|