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 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-332- 13.72% |
$68.6K - $75.8K
|
2.09K
$562K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-335- 16.85% |
$69.2K - $76.5K
|
1.65K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-342- 0.97% |
$70.7K - $78.1K
|
34.8K
$9.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-346- 5.01% |
$71.5K - $79K
|
6.56K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-347- 9.95% |
$71.7K - $79.2K
|
3.14K
$845K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-348- 3.3% |
$71.9K - $79.4K
|
10.2K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-349- 12.23% |
$72.1K - $79.7K
|
2.51K
$674K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-350- 6.11% |
$72.3K - $79.9K
|
5.38K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-363- 25.91% |
$75K - $82.8K
|
1.04K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-367- 5.7% |
$75.8K - $83.8K
|
6.07K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-367- 2.88% |
$75.8K - $83.8K
|
12.4K
$3.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-369- 21.19% |
$76.2K - $84.2K
|
1.37K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-370- 4.11% |
$76.4K - $84.4K
|
8.64K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-372- 3.59% |
$76.9K - $84.9K
|
9.99K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-375- 38.46% |
$77.5K - $85.6K
|
600
$161K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-396- 5.31% |
$81.8K - $90.4K
|
7.06K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-398- 7.95% |
$82.2K - $90.8K
|
4.61K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-399- 28.1% |
$82.4K - $91.1K
|
1.02K
$275K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-400- 33.33% |
$82.6K - $91.3K
|
800
$215K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-406- 11.9% |
$83.9K - $92.7K
|
3.01K
$809K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-406- 6.86% |
$83.9K - $92.7K
|
5.51K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-411- 1.73% |
$84.9K - $93.8K
|
23.3K
$6.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-417- 1.85% |
$86.2K - $95.2K
|
22.2K
$5.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-418- 4.78% |
$86.4K - $95.4K
|
8.33K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-419- 0.17% |
$86.6K - $95.6K
|
251K
$67.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-422- 2.55% |
$87.2K - $96.3K
|
16.1K
$4.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-424- 3.02% |
$87.6K - $96.8K
|
13.6K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-425- 6.89% |
$87.8K - $97K
|
5.75K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-438- 2.58% |
$90.5K - $100K
|
16.6K
$4.45M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-440- 6.92% |
$90.9K - $100K
|
5.92K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-444- 1.34% |
$91.7K - $101K
|
32.6K
$8.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-451- 11.95% |
$93.2K - $103K
|
3.32K
$894K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-452- 3.58% |
$93.4K - $103K
|
12.2K
$3.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-472- 1.74% |
$97.5K - $108K
|
26.6K
$7.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-475- 1.36% |
$98.1K - $108K
|
34.3K
$9.24M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-478- 5.52% |
$98.8K - $109K
|
8.19K
$2.2M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-479- 3.02% |
$99K - $109K
|
15.4K
$4.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-490- 3.28% |
$101K - $112K
|
14.5K
$3.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-504- 53.05% |
$104K - $115K
|
446
$120K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-508- 1.5% |
$105K - $116K
|
33.3K
$8.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-509- 1.12% |
$105K - $116K
|
45K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-513- 91.94% |
$106K - $117K
|
45
$12.1K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-520- 2.2% |
$107K - $119K
|
23.2K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-524- 1.5% |
$108K - $120K
|
34.3K
$9.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-526- 1.88% |
$109K - $120K
|
27.4K
$7.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-528- 12.52% |
$109K - $121K
|
3.69K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-528- 2.36% |
$109K - $121K
|
21.9K
$5.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-529- 1.33% |
$109K - $121K
|
39.1K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-535- 2.73% |
$111K - $122K
|
19.1K
$5.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-537- 0.51% |
$111K - $123K
|
105K
$28.3M
|