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 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 18.53% |
$633K - $700K
|
19.6K
$5.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.87K+ 5.06% |
$593K - $655K
|
59.6K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.85K+ 10.95% |
$589K - $650K
|
28.9K
$7.77M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2.85K+ 58.41% |
$588K - $650K
|
7.72K
$2.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.84K+ 7.26% |
$588K - $649K
|
42K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.81K+ 4.9% |
$580K - $640K
|
60.1K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.79K+ 1.27% |
$577K - $637K
|
223K
$60.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.76K+ 2.15% |
$569K - $629K
|
131K
$35.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.68K+ 3.8% |
$553K - $611K
|
73.1K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.64K+ 13.56% |
$546K - $603K
|
22.1K
$5.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.58K+ 19.14% |
$534K - $590K
|
16.1K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 2.64% |
$532K - $588K
|
100K
$27M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.57K+ 0.91% |
$530K - $586K
|
283K
$76.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.56K+ 15.94% |
$530K - $585K
|
18.7K
$5.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.52KNew |
$520K - $574K
|
2.52K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.49K+ 8.11% |
$515K - $569K
|
33.2K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47K+ 5.94% |
$510K - $563K
|
44K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.46K+ 9.35% |
$508K - $561K
|
28.8K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.44K+ 4.25% |
$505K - $557K
|
60K
$16.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.43K+ 8.49% |
$502K - $554K
|
31K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.42KNew |
$501K - $553K
|
2.42K
$652K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.42K+ 8.16% |
$499K - $552K
|
32K
$8.62M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.38K+ 5.96% |
$491K - $543K
|
42.3K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.37K+ 12.65% |
$490K - $542K
|
21.1K
$5.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.37K+ 7.82% |
$489K - $540K
|
32.6K
$8.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 2.42% |
$484K - $535K
|
99.2K
$26.7M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.34K+ 8.72% |
$482K - $533K
|
29.1K
$7.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.32K+ 4.39% |
$480K - $530K
|
55.3K
$14.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.3K+ 158.35% |
$476K - $526K
|
3.76K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$476K - $526K
|
2.3K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.21K+ 3.08% |
$457K - $505K
|
74K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.21K+ 63.45% |
$456K - $504K
|
5.69K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.2K+ 20.49% |
$455K - $503K
|
13K
$3.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.2KNew |
$455K - $502K
|
2.2K
$592K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 14.18% |
$455K - $502K
|
17.7K
$4.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.15KNew |
$445K - $492K
|
2.15K
$580K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.15K+ 4.29% |
$444K - $490K
|
52.2K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.15K+ 11.88% |
$443K - $490K
|
20.2K
$5.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.14K+ 10.74% |
$443K - $489K
|
22.1K
$5.94M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.09K+ 29.04% |
$431K - $477K
|
9.28K
$2.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.08K+ 1.37% |
$430K - $475K
|
155K
$41.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 16.13% |
$430K - $474K
|
15K
$4.03M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.07K+ 1.4% |
$428K - $472K
|
150K
$40.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.98K+ 1.7% |
$409K - $452K
|
118K
$31.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.98K+ 86.49% |
$409K - $452K
|
4.27K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.97K+ 74.49% |
$407K - $449K
|
4.61K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96K+ 125.13% |
$405K - $448K
|
3.53K
$950K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.96KNew |
$405K - $447K
|
1.96K
$527K
|
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.94K+ 3.6% |
$401K - $443K
|
55.9K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.94K+ 3.41% |
$401K - $443K
|
58.8K
$15.8M
|