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 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
411+ 0.43% |
$80.4K - $96.2K
|
95.6K
$25.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
408+ 22.08% |
$79.8K - $95.5K
|
2.26K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
408New |
$79.8K - $95.5K
|
408
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
401+ 1.33% |
$78.5K - $93.8K
|
30.5K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
400+ 2.74% |
$78.3K - $93.6K
|
15K
$4.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
386+ 173.87% |
$75.5K - $90.3K
|
608
$164K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
380+ 3.62% |
$74.4K - $88.9K
|
10.9K
$2.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
378+ 4.6% |
$74K - $88.4K
|
8.6K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
378+ 3.35% |
$74K - $88.4K
|
11.7K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
375+ 22.56% |
$73.4K - $87.7K
|
2.04K
$548K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
374+ 11.44% |
$73.2K - $87.5K
|
3.64K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
371+ 3.15% |
$72.6K - $86.8K
|
12.1K
$3.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
370+ 12.91% |
$72.4K - $86.6K
|
3.24K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
363+ 9.19% |
$71K - $84.9K
|
4.31K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
357+ 38.93% |
$69.9K - $83.5K
|
1.27K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
356+ 22.21% |
$69.7K - $83.3K
|
1.96K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
354+ 17.85% |
$69.3K - $82.8K
|
2.34K
$629K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
350+ 7.28% |
$68.5K - $81.9K
|
5.16K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
345+ 20.68% |
$67.5K - $80.7K
|
2.01K
$542K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
343+ 10.86% |
$67.1K - $80.2K
|
3.5K
$942K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
343+ 0.5% |
$67.1K - $80.2K
|
69.3K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
333+ 0.66% |
$65.2K - $77.9K
|
50.5K
$13.6M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
333+ 1.31% |
$65.2K - $77.9K
|
25.9K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
320+ 187.13% |
$62.6K - $74.9K
|
491
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
317+ 89.55% |
$62K - $74.2K
|
671
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
317+ 2.16% |
$62K - $74.2K
|
15K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
313New |
$61.2K - $73.2K
|
313
$84.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
312+ 2.27% |
$61K - $73K
|
14K
$3.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
311+ 23.47% |
$60.9K - $72.8K
|
1.64K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
311+ 6.84% |
$60.9K - $72.8K
|
4.86K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
310+ 23.86% |
$60.7K - $72.5K
|
1.61K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
310+ 6.41% |
$60.7K - $72.5K
|
5.15K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
307+ 4.2% |
$60.1K - $71.8K
|
7.62K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
306+ 17.71% |
$59.9K - $71.6K
|
2.03K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
304New |
$59.5K - $71.1K
|
304
$81.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
304+ 3.07% |
$59.5K - $71.1K
|
10.2K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
302+ 1.58% |
$59.1K - $70.7K
|
19.4K
$5.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
299+ 4.56% |
$58.5K - $70K
|
6.86K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
298+ 6.05% |
$58.3K - $69.7K
|
5.22K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
297+ 9900.0% |
$58.1K - $69.5K
|
300
$80.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
294+ 8.24% |
$57.5K - $68.8K
|
3.86K
$1.04M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
291+ 0.79% |
$56.9K - $68.1K
|
37.3K
$10M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
288+ 9.58% |
$56.4K - $67.4K
|
3.29K
$886K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
288+ 2.87% |
$56.4K - $67.4K
|
10.3K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
288+ 9.26% |
$56.4K - $67.4K
|
3.4K
$914K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
287+ 47.83% |
$56.2K - $67.1K
|
887
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 4.91% |
$56.2K - $67.1K
|
6.13K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
285New |
$55.8K - $66.7K
|
285
$76.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
285+ 40.71% |
$55.8K - $66.7K
|
985
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$55.4K - $66.2K
|
283
$76.2K
|