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 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-64- 2.61% |
$13.2K - $14.6K
|
2.39K
$642K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-65- 2.35% |
$13.4K - $14.8K
|
2.7K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-65- 11.27% |
$13.4K - $14.8K
|
512
$138K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 1.86% |
$13.8K - $15.3K
|
3.53K
$949K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-67- 0.1% |
$13.8K - $15.3K
|
67.6K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-74- 0.48% |
$15.3K - $16.9K
|
15.5K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-75- 0.18% |
$15.5K - $17.1K
|
41.9K
$11.3M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-77- 0.71% |
$15.9K - $17.6K
|
10.8K
$2.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-77- 3.43% |
$15.9K - $17.6K
|
2.17K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-77- 7.17% |
$15.9K - $17.6K
|
997
$268K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-78- 1.02% |
$16.1K - $17.8K
|
7.6K
$2.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-79- 3.44% |
$16.3K - $18K
|
2.22K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-80- 0.71% |
$16.5K - $18.3K
|
11.1K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-81- 4.92% |
$16.7K - $18.5K
|
1.56K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-82- 2.43% |
$16.9K - $18.7K
|
3.29K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-82- 0.55% |
$16.9K - $18.7K
|
14.7K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-84- 0.33% |
$17.4K - $19.2K
|
25.5K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-85- 5.43% |
$17.6K - $19.4K
|
1.48K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-89- 1.48% |
$18.4K - $20.3K
|
5.92K
$1.59M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 3.33% |
$18.6K - $20.5K
|
2.61K
$703K
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-90- 7.14% |
$18.6K - $20.5K
|
1.17K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-91- 2.24% |
$18.8K - $20.8K
|
3.97K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-92- 0.7% |
$19K - $21K
|
13K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-93- 65.49% |
$19.2K - $21.2K
|
49
$13.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-93- 4.92% |
$19.2K - $21.2K
|
1.8K
$484K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.74% |
$19.6K - $21.7K
|
5.35K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-95- 3.39% |
$19.6K - $21.7K
|
2.71K
$729K
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-97- 4.34% |
$20K - $22.1K
|
2.14K
$576K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98- 0.6% |
$20.2K - $22.4K
|
16.1K
$4.33M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-98- 6.56% |
$20.2K - $22.4K
|
1.4K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-98- 3.33% |
$20.2K - $22.4K
|
2.85K
$766K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-99- 6.91% |
$20.5K - $22.6K
|
1.33K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-99- 0.49% |
$20.5K - $22.6K
|
20.3K
$5.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 8.01% |
$20.7K - $22.8K
|
1.15K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-100- 3.49% |
$20.7K - $22.8K
|
2.77K
$744K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.71% |
$20.7K - $22.8K
|
13.9K
$3.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-104- 1.4% |
$21.5K - $23.7K
|
7.31K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-105- 3.14% |
$21.7K - $24K
|
3.23K
$870K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-105- 0.39% |
$21.7K - $24K
|
27.2K
$7.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-106- 6.35% |
$21.9K - $24.2K
|
1.56K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-106- 1.3% |
$21.9K - $24.2K
|
8.08K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-109- 2.96% |
$22.5K - $24.9K
|
3.57K
$960K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-109- 6.59% |
$22.5K - $24.9K
|
1.54K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-110- 1.87% |
$22.7K - $25.1K
|
5.79K
$1.56M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-110- 1.87% |
$22.7K - $25.1K
|
5.79K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-111- 7.95% |
$22.9K - $25.3K
|
1.29K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-112- 4.91% |
$23.1K - $25.6K
|
2.17K
$583K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-112- 56.0% |
$23.1K - $25.6K
|
88
$23.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-113- 5.12% |
$23.3K - $25.8K
|
2.09K
$563K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-114- 2.31% |
$23.6K - $26K
|
4.81K
$1.29M
|