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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-776- 0.81% |
$152K - $182K
|
94.5K
$25.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-787- 8.84% |
$154K - $184K
|
8.12K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-812- 4.51% |
$159K - $190K
|
17.2K
$4.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-836- 21.8% |
$164K - $196K
|
3K
$807K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-844- 4.76% |
$165K - $197K
|
16.9K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-849- 52.57% |
$166K - $199K
|
766
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-865- 10.01% |
$169K - $202K
|
7.77K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-879- 2.73% |
$172K - $206K
|
31.4K
$8.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-899- 74.3% |
$176K - $210K
|
311
$83.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-900- 1.95% |
$176K - $211K
|
45.2K
$12.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-930- 40.07% |
$182K - $218K
|
1.39K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-947- 16.99% |
$185K - $222K
|
4.63K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-947- 33.29% |
$185K - $222K
|
1.9K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-957- 4.74% |
$187K - $224K
|
19.2K
$5.18M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-968- 8.88% |
$189K - $226K
|
9.94K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-970- 2.82% |
$190K - $227K
|
33.4K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-977- 19.76% |
$191K - $229K
|
3.97K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-984- 7.83% |
$193K - $230K
|
11.6K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 26.67% |
$197K - $235K
|
2.76K
$743K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.01K- 21.9% |
$198K - $237K
|
3.61K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 8.34% |
$201K - $240K
|
11.3K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.03K- 0.49% |
$202K - $241K
|
208K
$56.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.04K- 28.91% |
$203K - $243K
|
2.56K
$687K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
SELL
|
- |
-1.04K- 2.05% |
$203K - $243K
|
49.8K
$13.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 2.63% |
$204K - $244K
|
38.5K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.05K- 13.44% |
$204K - $244K
|
6.73K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.05K- 55.87% |
$206K - $246K
|
830
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-1.05K- 4.09% |
$206K - $246K
|
24.7K
$6.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.06K- 1.38% |
$207K - $248K
|
75.5K
$20.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.07K- 41.56% |
$209K - $250K
|
1.5K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.09K- 53.32% |
$214K - $256K
|
957
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.1K- 3.41% |
$215K - $257K
|
31.2K
$8.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.1K- 18.6% |
$216K - $258K
|
4.82K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.11K- 3.85% |
$218K - $260K
|
27.8K
$7.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.12K- 3.22% |
$219K - $262K
|
33.6K
$9.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.13K- 1.92% |
$221K - $264K
|
57.7K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.14K- 3.29% |
$223K - $266K
|
33.4K
$8.99M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.14K- 21.62% |
$224K - $268K
|
4.15K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.15K- 7.31% |
$226K - $270K
|
14.6K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.15K- 10.24% |
$226K - $270K
|
10.1K
$2.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.16K- 25.3% |
$226K - $270K
|
3.41K
$917K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.18K- 21.34% |
$230K - $275K
|
4.34K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.18K- 6.43% |
$230K - $275K
|
17.1K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.29K- 6.7% |
$252K - $301K
|
17.9K
$4.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.29K- 1.24% |
$252K - $301K
|
103K
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 6.99% |
$253K - $303K
|
17.2K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 2.08% |
$260K - $311K
|
62.7K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.33K- 28.26% |
$260K - $311K
|
3.37K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.33K- 7.4% |
$260K - $311K
|
16.6K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.33K- 4.87% |
$261K - $312K
|
26.1K
$7.02M
|