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 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
803+ 1.92% |
$157K - $188K
|
42.7K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
803+ 57.48% |
$157K - $188K
|
2.2K
$592K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
801+ 37.31% |
$157K - $187K
|
2.95K
$793K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
800+ 9.57% |
$157K - $187K
|
9.16K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
800+ 2.18% |
$157K - $187K
|
37.5K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
796+ 317.13% |
$156K - $186K
|
1.05K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
792New |
$155K - $185K
|
792
$213K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
788New |
$154K - $184K
|
788
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
787+ 4.34% |
$154K - $184K
|
18.9K
$5.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
772+ 2.95% |
$151K - $181K
|
27K
$7.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
771+ 5.98% |
$151K - $180K
|
13.7K
$3.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
763+ 57.24% |
$149K - $179K
|
2.1K
$564K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
761+ 3.13% |
$149K - $178K
|
25.1K
$6.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
754New |
$148K - $176K
|
754
$203K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
752+ 4.95% |
$147K - $176K
|
15.9K
$4.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
748+ 16.23% |
$146K - $175K
|
5.36K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
742+ 1.34% |
$145K - $174K
|
56K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
740+ 3.21% |
$145K - $173K
|
23.8K
$6.41M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
729+ 1.5% |
$143K - $171K
|
49.4K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
728+ 0.87% |
$142K - $170K
|
84.8K
$22.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
728+ 1.45% |
$142K - $170K
|
51.1K
$13.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
724+ 254.04% |
$142K - $169K
|
1.01K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
724+ 21.52% |
$142K - $169K
|
4.09K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
719New |
$141K - $168K
|
719
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
718New |
$140K - $168K
|
718
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
708+ 3.06% |
$139K - $166K
|
23.9K
$6.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
700+ 32.04% |
$137K - $164K
|
2.89K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
699+ 30.98% |
$137K - $164K
|
2.96K
$795K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
686+ 10.08% |
$134K - $160K
|
7.49K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
680+ 18.6% |
$133K - $159K
|
4.34K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
679+ 17.04% |
$133K - $159K
|
4.66K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
678+ 2.05% |
$133K - $159K
|
33.8K
$9.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
673+ 0.24% |
$132K - $157K
|
276K
$74.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
667+ 6.67% |
$131K - $156K
|
10.7K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
656+ 17.07% |
$128K - $153K
|
4.5K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
656+ 434.44% |
$128K - $153K
|
807
$217K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
655+ 2.93% |
$128K - $153K
|
23K
$6.19M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
651+ 0.64% |
$127K - $152K
|
102K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
650+ 19.71% |
$127K - $152K
|
3.95K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
638+ 11.81% |
$125K - $149K
|
6.04K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
637+ 9.65% |
$125K - $149K
|
7.24K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
624+ 5.13% |
$122K - $146K
|
12.8K
$3.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
620+ 4.8% |
$121K - $145K
|
13.5K
$3.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
619+ 13.88% |
$121K - $145K
|
5.08K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
607+ 7.35% |
$119K - $142K
|
8.87K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
595+ 4.67% |
$116K - $139K
|
13.3K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
582+ 1.64% |
$114K - $136K
|
36K
$9.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
579+ 15.2% |
$113K - $135K
|
4.39K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
577+ 3.93% |
$113K - $135K
|
15.3K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
574+ 2.29% |
$112K - $134K
|
25.7K
$6.91M
|