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 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
126+ 0.18% |
$24.7K - $29.5K
|
70.5K
$19M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.43% |
$24.5K - $29.2K
|
29.3K
$7.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
125+ 0.41% |
$24.5K - $29.2K
|
30.6K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
125+ 5.97% |
$24.5K - $29.2K
|
2.22K
$597K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
124+ 23.4% |
$24.3K - $29K
|
654
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
123+ 0.96% |
$24.1K - $28.8K
|
13K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
120New |
$23.5K - $28.1K
|
120
$32.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
119+ 0.95% |
$23.3K - $27.8K
|
12.6K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
117+ 254.35% |
$22.9K - $27.4K
|
163
$43.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
117+ 100.86% |
$22.9K - $27.4K
|
233
$62.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
114+ 25.56% |
$22.3K - $26.7K
|
560
$151K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
112+ 3.19% |
$21.9K - $26.2K
|
3.62K
$975K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
112+ 2.77% |
$21.9K - $26.2K
|
4.15K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110+ 3.28% |
$21.5K - $25.7K
|
3.46K
$931K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
106New |
$20.7K - $24.8K
|
106
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105New |
$20.5K - $24.6K
|
105
$28.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
104+ 0.49% |
$20.3K - $24.3K
|
21.4K
$5.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
103+ 0.5% |
$20.2K - $24.1K
|
20.9K
$5.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
103+ 1.04% |
$20.2K - $24.1K
|
10K
$2.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 5.04% |
$19.6K - $23.4K
|
2.08K
$561K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 3.04% |
$19.6K - $23.4K
|
3.39K
$913K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$19.6K - $23.4K
|
100
$26.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
99New |
$19.4K - $23.2K
|
99
$26.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
95+ 22.78% |
$18.6K - $22.2K
|
512
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
93+ 3.87% |
$18.2K - $21.8K
|
2.49K
$671K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
93+ 2.21% |
$18.2K - $21.8K
|
4.31K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
92+ 1.68% |
$18K - $21.5K
|
5.56K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
92+ 0.28% |
$18K - $21.5K
|
33.4K
$8.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
91+ 1.0% |
$17.8K - $21.3K
|
9.16K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
91+ 0.26% |
$17.8K - $21.3K
|
34.6K
$9.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90+ 7.4% |
$17.6K - $21.1K
|
1.31K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
87+ 0.5% |
$17K - $20.4K
|
17.4K
$4.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
87+ 174.0% |
$17K - $20.4K
|
137
$36.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
87+ 18.79% |
$17K - $20.4K
|
550
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 8.67% |
$17K - $20.4K
|
1.09K
$294K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
86+ 0.8% |
$16.8K - $20.1K
|
10.9K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
84+ 1.76% |
$16.4K - $19.7K
|
4.86K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 94.32% |
$16.2K - $19.4K
|
171
$46K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
80+ 39.41% |
$15.7K - $18.7K
|
283
$76.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
80+ 0.5% |
$15.7K - $18.7K
|
15.9K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
80+ 2.17% |
$15.7K - $18.7K
|
3.78K
$1.02M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
80+ 0.5% |
$15.7K - $18.7K
|
15.9K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
78+ 2.83% |
$15.3K - $18.2K
|
2.83K
$762K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
77+ 3.08% |
$15.1K - $18K
|
2.58K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
75+ 1.45% |
$14.7K - $17.5K
|
5.25K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
74+ 4.63% |
$14.5K - $17.3K
|
1.67K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
70+ 1.91% |
$13.7K - $16.4K
|
3.73K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
68New |
$13.3K - $15.9K
|
68
$18.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
68New |
$13.3K - $15.9K
|
68
$18.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
65+ 0.5% |
$12.7K - $15.2K
|
12.9K
$3.48M
|