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 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.2K- 6.06% |
$431K - $515K
|
34.2K
$8.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.29K- 22.87% |
$449K - $536K
|
7.74K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 23.16% |
$450K - $538K
|
7.63K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.31K- 13.24% |
$452K - $541K
|
15.1K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.31K- 37.48% |
$452K - $541K
|
3.86K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.36K- 2.58% |
$461K - $552K
|
89.2K
$22.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.36K- 63.88% |
$462K - $552K
|
1.34K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.36K- 51.91% |
$462K - $553K
|
2.19K
$563K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.39K- 3.67% |
$468K - $560K
|
62.9K
$16.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.45K- 17.26% |
$480K - $574K
|
11.8K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.5K- 9.81% |
$490K - $586K
|
23K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.51K- 21.78% |
$491K - $587K
|
9.01K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.51K- 16.79% |
$492K - $588K
|
12.5K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.57K- 4.64% |
$504K - $602K
|
52.8K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.68K- 6.39% |
$524K - $627K
|
39.3K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.74K- 6.25% |
$535K - $640K
|
41K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 2.8% |
$545K - $651K
|
96.5K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.89K- 19.61% |
$565K - $676K
|
11.8K
$3.04M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.04K- 46.98% |
$594K - $710K
|
3.43K
$881K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.15K- 2.74% |
$616K - $736K
|
112K
$28.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.15K- 9.8% |
$616K - $737K
|
29K
$7.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 6.92% |
$618K - $740K
|
42.5K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.17K- 2.26% |
$620K - $741K
|
137K
$35.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.19K- 4.9% |
$625K - $747K
|
61.9K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.19K- 1.85% |
$625K - $747K
|
169K
$43.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.2K- 17.67% |
$627K - $749K
|
14.9K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.28K- 0.44% |
$642K - $767K
|
746K
$192M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.29K- 5.65% |
$643K - $769K
|
54.9K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.31K- 10.11% |
$647K - $773K
|
29.4K
$7.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-3.39K- 3.2% |
$664K - $794K
|
103K
$26.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.44K- 9.65% |
$672K - $804K
|
32.2K
$8.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.46K- 6.18% |
$676K - $809K
|
52.5K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.46K- 9.06% |
$677K - $810K
|
34.8K
$8.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.57K- 69.89% |
$699K - $836K
|
1.54K
$396K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.88K- 3.75% |
$758K - $907K
|
99.5K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 0.33% |
$758K - $907K
|
1.17M
$300M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.91K- 17.54% |
$765K - $915K
|
18.4K
$4.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.94K- 34.39% |
$771K - $922K
|
7.52K
$1.93M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.16K- 53.19% |
$814K - $974K
|
3.66K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.23K- 91.69% |
$827K - $989K
|
383
$98.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.23K- 6.41% |
$828K - $990K
|
61.8K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.4K- 11.63% |
$860K - $1.03M
|
33.4K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.43K- 9.52% |
$867K - $1.04M
|
42.1K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-4.45K- 3.15% |
$871K - $1.04M
|
137K
$35.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.47K- 18.51% |
$874K - $1.04M
|
19.7K
$5.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.75K- 57.03% |
$929K - $1.11M
|
3.58K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.82K- 5.84% |
$944K - $1.13M
|
77.8K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.88K- 18.79% |
$954K - $1.14M
|
21.1K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.89K- 52.23% |
$957K - $1.14M
|
4.47K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.95K- 11.26% |
$969K - $1.16M
|
39K
$10M
|