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 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.66K+ 2.02% |
$963K - $1.06M
|
236K
$63.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.65K+ 15.88% |
$960K - $1.06M
|
33.9K
$9.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.63K+ 1.47% |
$957K - $1.06M
|
319K
$85.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.61K+ 7.95% |
$952K - $1.05M
|
62.6K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.5K+ 14.3% |
$929K - $1.03M
|
36K
$9.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.48K+ 12.59% |
$926K - $1.02M
|
40.1K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.46KNew |
$921K - $1.02M
|
4.46K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.36KNew |
$901K - $995K
|
4.36K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
4.32K+ 51.02% |
$893K - $986K
|
12.8K
$3.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.29K+ 8.56% |
$887K - $980K
|
54.4K
$14.6M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.26K+ 21.95% |
$880K - $972K
|
23.7K
$6.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.26K+ 54.91% |
$880K - $972K
|
12K
$3.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.1K+ 20.3% |
$847K - $936K
|
24.3K
$6.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.08K+ 17.48% |
$844K - $932K
|
27.4K
$7.38M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
4.08K+ 29.49% |
$842K - $930K
|
17.9K
$4.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
4.05K+ 3.57% |
$837K - $925K
|
118K
$31.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.99K+ 6.47% |
$824K - $910K
|
65.6K
$17.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.95K+ 5.53% |
$817K - $902K
|
75.5K
$20.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.89K+ 5.97% |
$803K - $887K
|
69K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.85K+ 7.01% |
$795K - $879K
|
58.8K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 34.45% |
$780K - $861K
|
14.7K
$3.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.75K+ 43.68% |
$775K - $856K
|
12.3K
$3.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.71K+ 24.72% |
$766K - $847K
|
18.7K
$5.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$760K - $840K
|
3.68K
$990K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.67K+ 3.53% |
$757K - $836K
|
107K
$28.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.64K+ 3.24% |
$752K - $831K
|
116K
$31.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.64K+ 24.76% |
$751K - $830K
|
18.3K
$4.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.61KNew |
$745K - $823K
|
3.61K
$970K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.6KNew |
$743K - $821K
|
3.6K
$968K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.59K+ 3.65% |
$742K - $820K
|
102K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 0.66% |
$739K - $816K
|
544K
$146M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3.57K+ 27.01% |
$737K - $814K
|
16.8K
$4.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.54K+ 3.34% |
$731K - $808K
|
109K
$29.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3.45K+ 3.37% |
$713K - $788K
|
106K
$28.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.42K+ 0.65% |
$707K - $781K
|
528K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.41K+ 257.78% |
$705K - $779K
|
4.74K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.41K+ 6.4% |
$704K - $778K
|
56.7K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.41K+ 96.9% |
$704K - $777K
|
6.92K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.39K+ 7.39% |
$699K - $773K
|
49.2K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.34K+ 13.25% |
$690K - $763K
|
28.6K
$7.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.33K+ 10.53% |
$689K - $761K
|
35K
$9.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
3.33KNew |
$688K - $760K
|
3.33K
$895K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.32K+ 11.19% |
$685K - $757K
|
32.9K
$8.86M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.28K+ 0.44% |
$677K - $748K
|
750K
$202M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.27KNew |
$675K - $746K
|
3.27K
$880K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
3.27K+ 5.85% |
$675K - $746K
|
59.2K
$15.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.21K+ 4.13% |
$663K - $733K
|
80.9K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 3.46% |
$658K - $727K
|
95.2K
$25.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.19K+ 19.61% |
$658K - $727K
|
19.4K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.13K+ 220.34% |
$647K - $715K
|
4.55K
$1.22M
|