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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$219K - $262K
|
27.4K
$7.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 19.97% |
$216K - $258K
|
6.63K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.1KNew |
$215K - $258K
|
1.1K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.09KNew |
$214K - $256K
|
1.09K
$294K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.09K+ 8.71% |
$213K - $255K
|
13.6K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.09K+ 35.64% |
$213K - $254K
|
4.14K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.09K+ 103.52% |
$213K - $254K
|
2.14K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.08KNew |
$211K - $252K
|
1.08K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$210K - $251K
|
1.07K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.07KNew |
$209K - $250K
|
1.07K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.06K+ 0.37% |
$208K - $248K
|
284K
$76.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.06KNew |
$208K - $248K
|
1.06K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 15.9% |
$207K - $248K
|
7.73K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.06KNew |
$207K - $248K
|
1.06K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.06K+ 1.6% |
$207K - $247K
|
67.2K
$18.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
1.06KNew |
$207K - $247K
|
1.06K
$284K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.05KNew |
$205K - $245K
|
1.05K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.04KNew |
$204K - $244K
|
1.04K
$281K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.04KNew |
$204K - $244K
|
1.04K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.04K+ 83.9% |
$203K - $243K
|
2.27K
$612K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.03K+ 6.93% |
$201K - $241K
|
15.9K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.03K+ 11.82% |
$201K - $240K
|
9.72K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.02KNew |
$200K - $240K
|
1.02K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.02K+ 3.19% |
$200K - $239K
|
33.1K
$8.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.02K+ 1.95% |
$199K - $238K
|
53.2K
$14.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.01KNew |
$198K - $237K
|
1.01K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.01K+ 13.29% |
$197K - $236K
|
8.59K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 7.94% |
$196K - $235K
|
13.6K
$3.67M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1K+ 4.22% |
$196K - $234K
|
24.7K
$6.64M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
996New |
$195K - $233K
|
996
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
994New |
$194K - $233K
|
994
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
992New |
$194K - $232K
|
992
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
991New |
$194K - $232K
|
991
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
984New |
$193K - $230K
|
984
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
983+ 11.82% |
$192K - $230K
|
9.3K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
983New |
$192K - $230K
|
983
$264K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
976+ 3.14% |
$191K - $228K
|
32.1K
$8.63M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
975New |
$191K - $228K
|
975
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
974+ 2.54% |
$191K - $228K
|
39.3K
$10.6M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
972New |
$190K - $227K
|
972
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
971New |
$190K - $227K
|
971
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
969New |
$190K - $227K
|
969
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
958+ 3.29% |
$187K - $224K
|
30.1K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
957+ 59.33% |
$187K - $224K
|
2.57K
$691K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
956New |
$187K - $224K
|
956
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
951+ 35.12% |
$186K - $222K
|
3.66K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
951New |
$186K - $222K
|
951
$256K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
950New |
$186K - $222K
|
950
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
949+ 93.5% |
$186K - $222K
|
1.96K
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
946+ 3.66% |
$185K - $221K
|
26.8K
$7.2M
|