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 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
27.6K+ 368.88% |
$5.71M - $6.31M
|
35.1K
$9.45M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.7K+ 5.53% |
$5.52M - $6.09M
|
509K
$137M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
26.2K+ 3.68% |
$5.41M - $5.98M
|
737K
$198M
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
26.1KNew |
$5.39M - $5.96M
|
26.1K
$7.03M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.1K+ 2.28% |
$5.39M - $5.95M
|
1.17M
$315M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.2K+ 196.81% |
$5.2M - $5.75M
|
38K
$10.2M
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
24.5K+ 2480.08% |
$5.07M - $5.6M
|
25.5K
$6.87M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 11.64% |
$4.88M - $5.39M
|
227K
$61M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.4K+ 11.23% |
$4.63M - $5.11M
|
222K
$59.7M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 1.61% |
$4.63M - $5.11M
|
1.42M
$381M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4K+ 8.04% |
$4.42M - $4.88M
|
287K
$77.3M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$4.39M - $4.85M
|
21.2K
$5.71M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.9K+ 5.69% |
$4.32M - $4.78M
|
389K
$105M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9K+ 7.19% |
$4.31M - $4.76M
|
311K
$83.7M
|
|
Oct 13, 2023
Q3 2023
|
Hillman CO
|
BUY
|
- |
20.5KNew |
$4.23M - $4.67M
|
20.5K
$5.5M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
20.3K+ 241.55% |
$4.19M - $4.63M
|
28.7K
$7.71M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19.8K+ 6.23% |
$4.09M - $4.52M
|
338K
$90.9M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 7.24% |
$4.08M - $4.51M
|
293K
$78.8M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.8K+ 5.53% |
$3.88M - $4.29M
|
359K
$96.6M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.8K+ 4.26% |
$3.88M - $4.28M
|
459K
$124M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.4KNew |
$3.8M - $4.2M
|
18.4K
$4.95M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
18.3K+ 24.49% |
$3.79M - $4.18M
|
93.2K
$25.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
17.7K+ 10.25% |
$3.66M - $4.04M
|
190K
$51.2M
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.2KNew |
$3.34M - $3.69M
|
16.2K
$4.35M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.9K+ 6.42% |
$3.29M - $3.63M
|
264K
$71M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9K+ 72.81% |
$3.28M - $3.63M
|
37.7K
$10.1M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15.4K+ 4.3% |
$3.18M - $3.52M
|
374K
$101M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14.5K+ 114.26% |
$3M - $3.31M
|
27.2K
$7.32M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 6.4% |
$2.97M - $3.28M
|
239K
$64.3M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14K+ 875.0% |
$2.89M - $3.2M
|
15.6K
$4.2M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14K+ 46.65% |
$2.89M - $3.19M
|
43.9K
$11.8M
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
13.9K+ 17.85% |
$2.87M - $3.17M
|
91.8K
$24.7M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13.7K+ 7.95% |
$2.84M - $3.13M
|
186K
$50.2M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.4KNew |
$2.76M - $3.05M
|
13.4K
$3.6M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13.3K+ 725.49% |
$2.76M - $3.05M
|
15.2K
$4.09M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
12.7K+ 40.82% |
$2.63M - $2.9M
|
43.9K
$11.8M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
12.6K+ 4.6% |
$2.6M - $2.88M
|
287K
$77.1M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.6K+ 121.12% |
$2.59M - $2.87M
|
22.9K
$6.17M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
12.5KNew |
$2.59M - $2.86M
|
12.5K
$3.37M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.55M - $2.81M
|
12.3K
$3.32M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.1K+ 40.68% |
$2.51M - $2.77M
|
41.9K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
12.1K+ 114.23% |
$2.5M - $2.76M
|
22.7K
$6.11M
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11.9K+ 12.3% |
$2.47M - $2.72M
|
109K
$29.3M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11.8K+ 4.0% |
$2.43M - $2.69M
|
306K
$82.4M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
11.5K+ 16.17% |
$2.38M - $2.62M
|
82.6K
$22.2M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$2.17M - $2.4M
|
10.5K
$2.83M
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.5K+ 531.2% |
$2.16M - $2.39M
|
12.4K
$3.34M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.1K+ 11.91% |
$2.09M - $2.31M
|
95.2K
$25.6M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.1K+ 3.2% |
$2.09M - $2.31M
|
326K
$87.7M
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92KNew |
$2.05M - $2.26M
|
9.92K
$2.67M
|