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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 26.09% |
$400K - $442K
|
9.36K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.93K+ 23.88% |
$399K - $441K
|
10K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.93K+ 7.23% |
$398K - $440K
|
28.6K
$7.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.93K+ 32.45% |
$398K - $440K
|
7.86K
$2.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.92K+ 11.88% |
$396K - $438K
|
18.1K
$4.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89K+ 6.01% |
$390K - $430K
|
33.3K
$8.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.87K+ 0.48% |
$385K - $426K
|
388K
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.85K+ 6.66% |
$383K - $423K
|
29.7K
$7.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.81K+ 0.71% |
$374K - $413K
|
259K
$69.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.81K+ 24.34% |
$373K - $412K
|
9.23K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.78K+ 0.72% |
$367K - $405K
|
250K
$67.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.72K+ 23.94% |
$355K - $393K
|
8.91K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.7K+ 3.82% |
$351K - $388K
|
46.2K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.7K+ 10.63% |
$350K - $387K
|
17.6K
$4.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.67K+ 7.34% |
$346K - $382K
|
24.5K
$6.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.66K+ 3.92% |
$343K - $379K
|
44K
$11.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
1.66K+ 24.99% |
$342K - $378K
|
8.28K
$2.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$341K - $377K
|
1.65K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.65K+ 50.17% |
$341K - $376K
|
4.94K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.65K+ 1.31% |
$340K - $375K
|
128K
$34.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.63K+ 49.08% |
$338K - $373K
|
4.96K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.61KNew |
$333K - $368K
|
1.61K
$434K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.61K+ 23.33% |
$332K - $366K
|
8.48K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 0.64% |
$331K - $366K
|
251K
$67.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.59KNew |
$328K - $362K
|
1.59K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.56K+ 4.74% |
$323K - $357K
|
34.5K
$9.29M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.56K+ 4.63% |
$321K - $355K
|
35.1K
$9.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.55K+ 1.75% |
$321K - $354K
|
90.2K
$24.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.54K+ 16.01% |
$318K - $352K
|
11.2K
$3M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.53K+ 17.09% |
$316K - $349K
|
10.5K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.53K+ 146.36% |
$316K - $349K
|
2.57K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.53K+ 210.34% |
$315K - $348K
|
2.25K
$605K
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 83.31% |
$314K - $347K
|
3.35K
$901K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.52K+ 0.91% |
$313K - $346K
|
169K
$45.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.51K+ 433.81% |
$313K - $346K
|
1.86K
$501K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.51KNew |
$311K - $344K
|
1.51K
$405K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$310K - $342K
|
1.5K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.49K+ 5.51% |
$308K - $341K
|
28.6K
$7.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.49KNew |
$308K - $340K
|
1.49K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 4.35% |
$305K - $337K
|
35.4K
$9.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.47K+ 6.34% |
$303K - $335K
|
24.7K
$6.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$303K - $335K
|
1.47K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.44KNew |
$298K - $329K
|
1.44K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.42K+ 6.54% |
$294K - $325K
|
23.2K
$6.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.42K+ 32.06% |
$293K - $324K
|
5.85K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.41K+ 8.34% |
$291K - $322K
|
18.3K
$4.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4KNew |
$290K - $320K
|
1.4K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.39K+ 0.9% |
$288K - $318K
|
156K
$42.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.39K+ 0.67% |
$287K - $317K
|
209K
$56.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.39K+ 3.21% |
$286K - $316K
|
44.5K
$12M
|