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 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.39K+ 9.3% |
$286K - $316K
|
16.3K
$4.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.39KNew |
$286K - $316K
|
1.39K
$373K
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
1.38K+ 2.79% |
$285K - $315K
|
50.9K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.38K+ 2.14% |
$285K - $315K
|
66K
$17.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.38K+ 41.44% |
$284K - $314K
|
4.7K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 7.95% |
$284K - $314K
|
18.7K
$5.02M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
1.37K+ 8.76% |
$283K - $312K
|
17K
$4.57M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.37K+ 10.12% |
$282K - $312K
|
14.9K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.36K+ 5.03% |
$282K - $311K
|
28.5K
$7.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 44.56% |
$277K - $306K
|
4.34K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.34K+ 7.08% |
$276K - $305K
|
20.2K
$5.44M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.33K+ 11.62% |
$274K - $303K
|
12.7K
$3.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.32K+ 4.66% |
$272K - $301K
|
29.6K
$7.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 2.48% |
$272K - $300K
|
54.4K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.31K+ 2.09% |
$270K - $299K
|
63.9K
$17.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.3K+ 30.42% |
$268K - $296K
|
5.56K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 1.57% |
$268K - $296K
|
84.1K
$22.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.28KNew |
$263K - $291K
|
1.28K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.27K+ 13.28% |
$263K - $290K
|
10.8K
$2.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.26K+ 14.41% |
$261K - $288K
|
10K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 56.21% |
$261K - $288K
|
3.51K
$944K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
1.26K+ 0.83% |
$260K - $287K
|
152K
$41M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.26K+ 6.31% |
$260K - $287K
|
21.2K
$5.7M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 2.47% |
$258K - $285K
|
51.7K
$13.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.25K+ 5.65% |
$257K - $284K
|
23.3K
$6.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.24KNew |
$255K - $282K
|
1.24K
$333K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.23KNew |
$253K - $280K
|
1.23K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.23K+ 16.93% |
$253K - $280K
|
8.46K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 1.43% |
$252K - $279K
|
86.4K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 1.47% |
$250K - $276K
|
83.7K
$22.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.2K+ 34.97% |
$249K - $275K
|
4.65K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$247K - $273K
|
1.2K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.19K+ 2.52% |
$246K - $272K
|
48.5K
$13M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.19K+ 125.26% |
$246K - $272K
|
2.14K
$576K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.18K+ 1681.43% |
$243K - $269K
|
1.25K
$336K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.15K+ 26.45% |
$238K - $263K
|
5.51K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.15KNew |
$237K - $261K
|
1.15K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.14KNew |
$236K - $261K
|
1.14K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.14K+ 4.7% |
$236K - $260K
|
25.4K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.14K+ 15.85% |
$235K - $259K
|
8.31K
$2.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.14K+ 8.37% |
$234K - $259K
|
14.7K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.13KNew |
$234K - $259K
|
1.13K
$305K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
1.13K+ 65.99% |
$234K - $258K
|
2.85K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.13K+ 5.93% |
$233K - $258K
|
20.2K
$5.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.13K+ 300.0% |
$233K - $257K
|
1.5K
$405K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$232K - $257K
|
1.12K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 10.02% |
$232K - $257K
|
12.3K
$3.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
1.12K+ 2.95% |
$231K - $255K
|
39K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.1K+ 2.93% |
$228K - $252K
|
38.7K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 39.51% |
$227K - $251K
|
3.88K
$1.05M
|