Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.84M+ 1414.81% |
$1.14B - $1.37B
|
6.25M
$1.68B
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
596K+ 78.29% |
$117M - $139M
|
1.36M
$365M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
573KNew |
$112M - $134M
|
573K
$154M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
569KNew |
$111M - $133M
|
569K
$153M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
372K+ 5.59% |
$72.9M - $87.1M
|
7.04M
$1.89B
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
367KNew |
$71.9M - $86M
|
367K
$98.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
330K+ 15.68% |
$64.5M - $77.2M
|
2.43M
$655M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306K+ 6.33% |
$59.8M - $71.5M
|
5.13M
$1.38B
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
268KNew |
$52.4M - $62.7M
|
268K
$72.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
213K+ 2.16% |
$41.6M - $49.7M
|
10.1M
$2.71B
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
188KNew |
$36.8M - $43.9M
|
188K
$50.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
184K+ 17.26% |
$36M - $43M
|
1.25M
$336M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
153KNew |
$30M - $35.9M
|
153K
$41.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
149K+ 47.75% |
$29.1M - $34.8M
|
460K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 4.51% |
$24.8M - $29.6M
|
2.93M
$790M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 3.01% |
$21.8M - $26.1M
|
3.81M
$1.02B
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
111K+ 27.98% |
$21.6M - $25.9M
|
505K
$136M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
109K+ 28.12% |
$21.4M - $25.6M
|
498K
$134M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
107KNew |
$20.9M - $25M
|
107K
$28.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
103K+ 30.09% |
$20.2M - $24.2M
|
447K
$120M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
102KNew |
$19.9M - $23.9M
|
102K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96.2K+ 9.94% |
$18.8M - $22.5M
|
1.06M
$286M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.8K+ 14.72% |
$18.7M - $22.4M
|
746K
$201M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
80.8KNew |
$15.8M - $18.9M
|
80.8K
$21.7M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
78.2KNew |
$15.3M - $18.3M
|
78.2K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78K+ 27.14% |
$15.3M - $18.3M
|
366K
$98.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75K+ 0.51% |
$14.7M - $17.5M
|
14.7M
$3.96B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.7K+ 2.1% |
$14.4M - $17.2M
|
3.59M
$965M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
73KNew |
$14.3M - $17.1M
|
73K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.5K+ 2.89% |
$13.6M - $16.3M
|
2.48M
$666M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.4K+ 46.73% |
$13M - $15.5M
|
209K
$56.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.2K+ 311.95% |
$13M - $15.5M
|
87.5K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65.6K+ 5.92% |
$12.8M - $15.3M
|
1.17M
$316M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
62.4KNew |
$12.2M - $14.6M
|
62.4K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.5K+ 0.73% |
$11.8M - $14.1M
|
8.34M
$2.24B
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.9K+ 18.56% |
$11.5M - $13.8M
|
376K
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54.3K+ 44.74% |
$10.6M - $12.7M
|
176K
$47.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52.7K+ 9969.19% |
$10.3M - $12.3M
|
53.3K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.6KNew |
$10.3M - $12.3M
|
52.6K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
52.5KNew |
$10.3M - $12.3M
|
52.5K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50.8KNew |
$9.93M - $11.9M
|
50.8K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.6K+ 3.57% |
$9.9M - $11.8M
|
1.47M
$395M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
49KNew |
$9.59M - $11.5M
|
49K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
46K+ 33.03% |
$9M - $10.8M
|
185K
$49.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.7K+ 0.19% |
$8.95M - $10.7M
|
23.5M
$6.33B
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
41.5KNew |
$8.12M - $9.71M
|
41.5K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
41.1KNew |
$8.03M - $9.6M
|
41.1K
$11M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
39.8KNew |
$7.78M - $9.3M
|
39.8K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
35.3K+ 195.42% |
$6.91M - $8.26M
|
53.4K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
34.1KNew |
$6.67M - $7.97M
|
34.1K
$9.17M
|