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
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
32.9K+ 40598.77% |
$6.43M - $7.69M
|
33K
$8.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
31.6K+ 4.29% |
$6.18M - $7.39M
|
768K
$207M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
30.6KNew |
$5.98M - $7.15M
|
30.6K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
29KNew |
$5.67M - $6.78M
|
29K
$7.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
28.9K+ 6.45% |
$5.66M - $6.76M
|
477K
$128M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28.8K+ 172.13% |
$5.64M - $6.75M
|
45.6K
$12.3M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.7KNew |
$5.61M - $6.71M
|
28.7K
$7.72M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28.6K+ 21.6% |
$5.59M - $6.69M
|
161K
$43.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
26.9KNew |
$5.27M - $6.3M
|
26.9K
$7.24M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
26.5KNew |
$5.19M - $6.21M
|
26.5K
$7.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26.2K+ 9.93% |
$5.13M - $6.13M
|
290K
$78M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25K+ 65.94% |
$4.9M - $5.86M
|
63K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
24.2K+ 4.13% |
$4.73M - $5.65M
|
610K
$164M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
23.7K+ 6298.41% |
$4.65M - $5.56M
|
24.1K
$6.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
22.8KNew |
$4.46M - $5.34M
|
22.8K
$6.14M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
22.1KNew |
$4.32M - $5.17M
|
22.1K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22K+ 1028.38% |
$4.31M - $5.15M
|
24.2K
$6.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 1.04% |
$4.3M - $5.14M
|
2.14M
$575M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21.6K+ 6.4% |
$4.23M - $5.06M
|
359K
$96.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21.2K+ 23.12% |
$4.15M - $4.96M
|
113K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.1K+ 727.29% |
$4.13M - $4.93M
|
24K
$6.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.6KNew |
$4.03M - $4.82M
|
20.6K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
20KNew |
$3.92M - $4.69M
|
20K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.9K+ 112.28% |
$3.9M - $4.66M
|
37.6K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$3.85M - $4.61M
|
19.7K
$5.3M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
19.5KNew |
$3.81M - $4.55M
|
19.5K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.9K+ 7.49% |
$3.69M - $4.41M
|
271K
$72.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
18.5KNew |
$3.62M - $4.32M
|
18.5K
$4.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.2K+ 343.55% |
$3.56M - $4.26M
|
23.5K
$6.33M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.2K+ 342.38% |
$3.56M - $4.26M
|
23.5K
$6.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
17.5K+ 16.09% |
$3.43M - $4.1M
|
126K
$34M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.5KNew |
$3.43M - $4.1M
|
17.5K
$4.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17.2K+ 13.13% |
$3.36M - $4.02M
|
148K
$39.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17.1KNew |
$3.34M - $4M
|
17.1K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17K+ 300.34% |
$3.32M - $3.98M
|
22.7K
$6.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17K+ 1.52% |
$3.32M - $3.97M
|
1.14M
$306M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.7K+ 6.67% |
$3.27M - $3.92M
|
268K
$72.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.6KNew |
$3.24M - $3.87M
|
16.6K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
16KNew |
$3.12M - $3.73M
|
16K
$4.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 64.49% |
$3.09M - $3.69M
|
40.2K
$10.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
15.3KNew |
$3M - $3.59M
|
15.3K
$4.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
15.2KNew |
$2.97M - $3.55M
|
15.2K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
14.7KNew |
$2.88M - $3.44M
|
14.7K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.6K+ 7.63% |
$2.85M - $3.41M
|
206K
$55.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
14.2K+ 11.72% |
$2.78M - $3.33M
|
136K
$36.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
14.1K+ 13.65% |
$2.76M - $3.31M
|
118K
$31.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
14K+ 16.39% |
$2.74M - $3.28M
|
99.4K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14KNew |
$2.73M - $3.27M
|
14K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13.9K+ 2324.67% |
$2.73M - $3.26M
|
14.5K
$3.91M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 3.16% |
$2.69M - $3.22M
|
450K
$121M
|