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
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-15- 0.15% |
$2.93K - $3.51K
|
9.98K
$2.69M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-16- 1.05% |
$3.13K - $3.74K
|
1.51K
$407K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 6.55% |
$3.52K - $4.21K
|
257
$69.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.02% |
$3.52K - $4.21K
|
73.1K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-19- 0.56% |
$3.72K - $4.45K
|
3.4K
$916K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 1.13% |
$3.91K - $4.68K
|
1.74K
$469K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-20- 0.23% |
$3.91K - $4.68K
|
8.66K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 1.79% |
$3.91K - $4.68K
|
1.1K
$295K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-21- 0.11% |
$4.11K - $4.91K
|
18.5K
$4.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.02% |
$4.11K - $4.91K
|
92.7K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 19.09% |
$4.11K - $4.91K
|
89
$24K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-21- 0.25% |
$4.11K - $4.91K
|
8.29K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-22- 0.53% |
$4.3K - $5.15K
|
4.13K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-22- 1.22% |
$4.3K - $5.15K
|
1.78K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-22- 0.77% |
$4.3K - $5.15K
|
2.85K
$768K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-23- 0.83% |
$4.5K - $5.38K
|
2.74K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-23- 0.05% |
$4.5K - $5.38K
|
42K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-23- 0.44% |
$4.5K - $5.38K
|
5.18K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-23- 0.57% |
$4.5K - $5.38K
|
4.01K
$1.08M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-23- 5.26% |
$4.5K - $5.38K
|
414
$111K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-23- 0.44% |
$4.5K - $5.38K
|
5.18K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-24- 0.32% |
$4.7K - $5.61K
|
7.45K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-24- 0.15% |
$4.7K - $5.61K
|
16.1K
$4.34M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 2.33% |
$4.7K - $5.61K
|
1.01K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.39% |
$4.89K - $5.85K
|
6.32K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-25- 1.41% |
$4.89K - $5.85K
|
1.75K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 50.0% |
$4.89K - $5.85K
|
25
$6.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-26- 0.22% |
$5.09K - $6.08K
|
11.8K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-26- 5.23% |
$5.09K - $6.08K
|
471
$127K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-26- 2.24% |
$5.09K - $6.08K
|
1.14K
$305K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-27- 0.1% |
$5.28K - $6.32K
|
27.9K
$7.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-30- 0.25% |
$5.87K - $7.02K
|
11.8K
$3.18M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-30- 2.39% |
$5.87K - $7.02K
|
1.22K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-33- 1.13% |
$6.46K - $7.72K
|
2.88K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-35- 0.21% |
$6.85K - $8.19K
|
16.8K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-35- 30.17% |
$6.85K - $8.19K
|
81
$21.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-36- 0.68% |
$7.04K - $8.42K
|
5.24K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-38- 2.52% |
$7.44K - $8.89K
|
1.47K
$395K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 1.0% |
$7.63K - $9.12K
|
3.85K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-39- 0.47% |
$7.63K - $9.12K
|
8.19K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-40- 1.68% |
$7.83K - $9.36K
|
2.34K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-40- 88.89% |
$7.83K - $9.36K
|
5
$1.35K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.31% |
$8.02K - $9.59K
|
13.1K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-41- 0.43% |
$8.02K - $9.59K
|
9.47K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-41- 4.12% |
$8.02K - $9.59K
|
955
$257K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41- 3.53% |
$8.02K - $9.59K
|
1.12K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.8% |
$8.41K - $10.1K
|
5.31K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-43- 0.42% |
$8.41K - $10.1K
|
10.2K
$2.75M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-43- 26.38% |
$8.41K - $10.1K
|
120
$32.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-44- 0.14% |
$8.61K - $10.3K
|
32.5K
$8.76M
|