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 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 1.25% |
$41.3K - $45.6K
|
15.8K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-200- 1.98% |
$41.3K - $45.6K
|
9.93K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 8.55% |
$41.3K - $45.6K
|
2.14K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 2.67% |
$41.3K - $45.6K
|
7.28K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-203- 3.54% |
$41.9K - $46.3K
|
5.53K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-205- 7.83% |
$42.4K - $46.8K
|
2.41K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-205- 0.72% |
$42.4K - $46.8K
|
28.3K
$7.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-207- 3.19% |
$42.8K - $47.2K
|
6.27K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-207- 1.1% |
$42.8K - $47.2K
|
18.7K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-219- 15.87% |
$45.2K - $50K
|
1.16K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-221- 7.79% |
$45.7K - $50.4K
|
2.62K
$704K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-223- 9.87% |
$46.1K - $50.9K
|
2.04K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-224- 2.31% |
$46.3K - $51.1K
|
9.49K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-224- 1.81% |
$46.3K - $51.1K
|
12.1K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-227- 0.54% |
$46.9K - $51.8K
|
41.9K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-230- 4.97% |
$47.5K - $52.5K
|
4.4K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-230- 15.6% |
$47.5K - $52.5K
|
1.24K
$335K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-234- 34.31% |
$48.3K - $53.4K
|
448
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-241- 2.04% |
$49.8K - $55K
|
11.6K
$3.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-241- 0.78% |
$49.8K - $55K
|
30.5K
$8.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-247- 2.84% |
$51K - $56.4K
|
8.44K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-259- 2.6% |
$53.5K - $59.1K
|
9.69K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-262- 1.53% |
$54.1K - $59.8K
|
16.8K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-264- 9.92% |
$54.5K - $60.3K
|
2.4K
$645K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-265- 18.05% |
$54.7K - $60.5K
|
1.2K
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-266- 10.84% |
$55K - $60.7K
|
2.19K
$588K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-269- 8.56% |
$55.6K - $61.4K
|
2.87K
$773K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-272- 4.29% |
$56.2K - $62.1K
|
6.07K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-273- 8.61% |
$56.4K - $62.3K
|
2.9K
$780K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-273- 9.73% |
$56.4K - $62.3K
|
2.53K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-278- 7.77% |
$57.4K - $63.4K
|
3.3K
$888K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-278- 21.24% |
$57.4K - $63.4K
|
1.03K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-278- 5.87% |
$57.4K - $63.4K
|
4.46K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-281- 22.44% |
$58.1K - $64.1K
|
971
$261K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-293- 3.44% |
$60.5K - $66.9K
|
8.22K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-297- 1.08% |
$61.4K - $67.8K
|
27.2K
$7.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-297- 4.64% |
$61.4K - $67.8K
|
6.11K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-298- 21.35% |
$61.6K - $68K
|
1.1K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-300- 4.52% |
$62K - $68.5K
|
6.34K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-302- 55.31% |
$62.4K - $68.9K
|
244
$65.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-305- 2.26% |
$63K - $69.6K
|
13.2K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-306- 4.39% |
$63.2K - $69.8K
|
6.67K
$1.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-308- 0.32% |
$63.6K - $70.3K
|
96.1K
$25.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-311- 3.45% |
$64.3K - $71K
|
8.7K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-313- 16.47% |
$64.7K - $71.4K
|
1.59K
$427K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-316- 0.57% |
$65.3K - $72.1K
|
54.9K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-320- 5.59% |
$66.1K - $73K
|
5.4K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-320- 7.1% |
$66.1K - $73K
|
4.19K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-325- 3.8% |
$67.1K - $74.2K
|
8.23K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-329- 6.61% |
$68K - $75.1K
|
4.65K
$1.25M
|