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
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
572+ 0.34% |
$112K - $134K
|
169K
$45.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
570+ 6.88% |
$112K - $133K
|
8.85K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
569+ 1.99% |
$111K - $133K
|
29.2K
$7.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
556+ 0.93% |
$109K - $130K
|
60.4K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
554+ 2.61% |
$108K - $130K
|
21.8K
$5.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
550+ 27.11% |
$108K - $129K
|
2.58K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
550+ 158.96% |
$108K - $129K
|
896
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
549+ 20.67% |
$107K - $128K
|
3.21K
$862K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
548+ 17.52% |
$107K - $128K
|
3.68K
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
548+ 18.5% |
$107K - $128K
|
3.51K
$944K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
545+ 2.98% |
$107K - $128K
|
18.9K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
544+ 9.99% |
$106K - $127K
|
5.99K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
535New |
$105K - $125K
|
535
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
528+ 120.0% |
$103K - $124K
|
968
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
516+ 0.42% |
$101K - $121K
|
124K
$33.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
515+ 16.4% |
$101K - $120K
|
3.66K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
504+ 6.06% |
$98.6K - $118K
|
8.82K
$2.37M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
504New |
$98.6K - $118K
|
504
$136K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
501+ 22.65% |
$98K - $117K
|
2.71K
$730K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
500+ 23.39% |
$97.8K - $117K
|
2.64K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
500+ 3.59% |
$97.8K - $117K
|
14.4K
$3.88M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
499New |
$97.6K - $117K
|
499
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 11.32% |
$97K - $116K
|
4.88K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
494+ 13.7% |
$96.7K - $116K
|
4.1K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
493+ 0.88% |
$96.5K - $115K
|
56.3K
$15.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
475+ 0.45% |
$92.9K - $111K
|
106K
$28.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
471+ 6.43% |
$92.2K - $110K
|
7.79K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
470+ 2.52% |
$92K - $110K
|
19.1K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
470+ 47.19% |
$92K - $110K
|
1.47K
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
464+ 1.94% |
$90.8K - $109K
|
24.4K
$6.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
458New |
$89.6K - $107K
|
458
$123K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
456New |
$89.2K - $107K
|
456
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
455+ 5.98% |
$89K - $106K
|
8.06K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
453+ 0.39% |
$88.6K - $106K
|
118K
$31.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
449+ 2.83% |
$87.9K - $105K
|
16.3K
$4.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
448+ 2.11% |
$87.7K - $105K
|
21.6K
$5.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
445+ 4.74% |
$87.1K - $104K
|
9.83K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
445+ 9.67% |
$87.1K - $104K
|
5.05K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
440+ 21.54% |
$86.1K - $103K
|
2.48K
$668K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
436+ 307.04% |
$85.3K - $102K
|
578
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
428+ 4.53% |
$83.7K - $100K
|
9.88K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
426+ 1.45% |
$83.4K - $99.7K
|
29.8K
$8.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
425+ 3.06% |
$83.2K - $99.4K
|
14.3K
$3.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
424+ 3.27% |
$83K - $99.2K
|
13.4K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
423+ 24.74% |
$82.8K - $99K
|
2.13K
$574K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
414+ 81.02% |
$81K - $96.9K
|
925
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
414+ 1.47% |
$81K - $96.9K
|
28.6K
$7.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
413+ 35.66% |
$80.8K - $96.6K
|
1.57K
$423K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
413+ 1.82% |
$80.8K - $96.6K
|
23.1K
$6.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
413+ 13.14% |
$80.8K - $96.6K
|
3.56K
$957K
|