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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.25% |
$1.03K - $1.14K
|
2.03K
$546K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5+ 0.23% |
$1.03K - $1.14K
|
2.23K
$599K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.31% |
$1.03K - $1.14K
|
1.6K
$430K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5+ 0.19% |
$1.03K - $1.14K
|
2.57K
$692K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.37% |
$1.03K - $1.14K
|
1.37K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.03K - $1.14K
|
1.45K
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$1.03K - $1.14K
|
16.2K
$4.37M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5+ 0.03% |
$1.03K - $1.14K
|
17.6K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5+ 0.56% |
$1.03K - $1.14K
|
897
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5+ 0.06% |
$1.03K - $1.14K
|
7.94K
$2.14M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.12% |
$1.03K - $1.14K
|
4.08K
$1.1M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.15% |
$1.03K - $1.14K
|
3.3K
$887K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$826 - $913
|
3.76K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.06% |
$826 - $913
|
6.91K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4+ 0.06% |
$826 - $913
|
7.11K
$1.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
4+ 0.23% |
$826 - $913
|
1.72K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4+ 0.19% |
$826 - $913
|
2.1K
$565K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.36% |
$826 - $913
|
1.12K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
4+ 0.05% |
$826 - $913
|
7.58K
$2.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4+ 0.22% |
$826 - $913
|
1.85K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.41% |
$826 - $913
|
968
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 0.26% |
$826 - $913
|
1.55K
$417K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.1% |
$826 - $913
|
4.1K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$620 - $685
|
650
$175K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$620 - $685
|
1.66K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$620 - $685
|
8.26K
$2.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3+ 0.22% |
$620 - $685
|
1.37K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.31% |
$620 - $685
|
963
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3+ 0.08% |
$620 - $685
|
3.61K
$970K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$413 - $456
|
3.66K
$985K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.08% |
$413 - $456
|
2.51K
$675K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 3.92% |
$413 - $456
|
53
$14.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2New |
$413 - $456
|
2
$538
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2+ 0.16% |
$413 - $456
|
1.29K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.17% |
$413 - $456
|
1.2K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.3% |
$413 - $456
|
675
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.39% |
$413 - $456
|
510
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.12% |
$413 - $456
|
1.71K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$413 - $456
|
1.47K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.28% |
$413 - $456
|
717
$193K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.27% |
$207 - $228
|
375
$101K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.09% |
$207 - $228
|
1.1K
$295K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.08% |
$207 - $228
|
1.18K
$318K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.06% |
$207 - $228
|
1.77K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.03% |
$207 - $228
|
3.42K
$921K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$207 - $228
|
4.55K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.21% |
$207 - $228
|
483
$130K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.1% |
$207 - $228
|
961
$259K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$207 - $228
|
218
$58.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$207 - $228
|
1.26K
$338K
|