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 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25+ 0.17% |
$4.89K - $5.85K
|
14.5K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
25+ 0.23% |
$4.89K - $5.85K
|
11K
$2.92M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
25New |
$4.89K - $5.85K
|
25
$6.67K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
25+ 0.51% |
$4.89K - $5.85K
|
4.97K
$1.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
23+ 0.49% |
$4.5K - $5.38K
|
4.67K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 2.46% |
$4.5K - $5.38K
|
959
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23New |
$4.5K - $5.38K
|
23
$6.14K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
23+ 1.45% |
$4.5K - $5.38K
|
1.61K
$428K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$5.87K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
22+ 2200.0% |
$4.3K - $5.15K
|
23
$6.14K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$5.87K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$5.87K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
21+ 2.11% |
$4.11K - $4.91K
|
1.02K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21+ 0.9% |
$4.11K - $4.91K
|
2.37K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
21+ 0.24% |
$4.11K - $4.91K
|
8.83K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
20+ 1.18% |
$3.91K - $4.68K
|
1.71K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
20+ 0.33% |
$3.91K - $4.68K
|
6.03K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
19+ 1.64% |
$3.72K - $4.45K
|
1.18K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.8% |
$3.52K - $4.21K
|
2.28K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
18+ 0.17% |
$3.52K - $4.21K
|
10.3K
$2.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17+ 1.21% |
$3.33K - $3.98K
|
1.42K
$379K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
17+ 0.04% |
$3.33K - $3.98K
|
47K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.27% |
$3.13K - $3.74K
|
5.88K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.31% |
$3.13K - $3.74K
|
5.17K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
15+ 8.33% |
$2.93K - $3.51K
|
195
$52K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15+ 2.3% |
$2.93K - $3.51K
|
666
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.15% |
$2.93K - $3.51K
|
9.89K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
15+ 0.54% |
$2.93K - $3.51K
|
2.81K
$751K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 1.28% |
$2.74K - $3.28K
|
1.11K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14+ 0.69% |
$2.74K - $3.28K
|
2.05K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.43% |
$2.74K - $3.28K
|
3.3K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 3.99% |
$2.54K - $3.04K
|
339
$90.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12New |
$2.35K - $2.81K
|
12
$3.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
12+ 1.05% |
$2.35K - $2.81K
|
1.15K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
12+ 1.24% |
$2.35K - $2.81K
|
977
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.53% |
$2.15K - $2.57K
|
2.1K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$2.15K - $2.57K
|
3.56K
$951K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.86% |
$2.15K - $2.57K
|
1.3K
$346K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.43% |
$1.96K - $2.34K
|
2.35K
$626K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10New |
$1.96K - $2.34K
|
10
$2.67K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
9+ 0.17% |
$1.76K - $2.11K
|
5.32K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
9+ 0.33% |
$1.76K - $2.11K
|
2.75K
$734K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.57K - $1.87K
|
2.97K
$792K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.34% |
$1.57K - $1.87K
|
2.39K
$637K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
8+ 0.09% |
$1.57K - $1.87K
|
8.55K
$2.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.58% |
$1.57K - $1.87K
|
1.38K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.57% |
$1.57K - $1.87K
|
1.41K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8+ 0.36% |
$1.57K - $1.87K
|
2.23K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.55% |
$1.57K - $1.87K
|
1.46K
$389K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7+ 0.44% |
$1.37K - $1.64K
|
1.59K
$425K
|