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 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8.63K- 11.94% |
$1.69M - $2.02M
|
63.6K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8.7K- 9.33% |
$1.7M - $2.04M
|
84.5K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.83K- 27.3% |
$1.73M - $2.07M
|
23.5K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.15K- 32.33% |
$1.79M - $2.14M
|
19.1K
$5.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.23K- 4.9% |
$1.81M - $2.16M
|
179K
$48.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.32K- 26.64% |
$1.82M - $2.18M
|
25.7K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.54K- 89.75% |
$1.87M - $2.23M
|
1.09K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.57K- 98.21% |
$1.87M - $2.24M
|
174
$46.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.59K- 31.92% |
$1.88M - $2.24M
|
20.5K
$5.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1K- 79.15% |
$1.98M - $2.37M
|
2.67K
$718K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.3K- 51.53% |
$2.41M - $2.89M
|
11.6K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 5.42% |
$2.56M - $3.06M
|
229K
$61.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 2.41% |
$2.57M - $3.07M
|
531K
$143M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13.2K- 81.83% |
$2.58M - $3.08M
|
2.93K
$788K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.6K- 72.03% |
$2.85M - $3.41M
|
5.66K
$1.52M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-14.8K- 95.63% |
$2.89M - $3.46M
|
676
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.5K- 23.5% |
$3.04M - $3.63M
|
50.5K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-15.7K- 45.74% |
$3.07M - $3.67M
|
18.6K
$5.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.9K- 58.2% |
$3.12M - $3.73M
|
11.4K
$3.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-16.8K- 92.56% |
$3.28M - $3.92M
|
1.35K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17.5K- 23.37% |
$3.42M - $4.09M
|
57.3K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-19.4K- 18.01% |
$3.79M - $4.53M
|
88.1K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19.8K- 96.17% |
$3.88M - $4.64M
|
790
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-19.9K- 69.37% |
$3.89M - $4.65M
|
8.78K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-20K- 85.63% |
$3.91M - $4.67M
|
3.35K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.7K- 6.04% |
$4.25M - $5.08M
|
337K
$90.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.2K- 7.47% |
$4.34M - $5.18M
|
275K
$73.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-23.9K- 93.52% |
$4.67M - $5.58M
|
1.65K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-26K- 29.71% |
$5.08M - $6.07M
|
61.4K
$16.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.2K- 48.06% |
$5.12M - $6.12M
|
28.3K
$7.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-26.8K- 56.95% |
$5.24M - $6.27M
|
20.3K
$5.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-28.1K- 1.3% |
$5.5M - $6.58M
|
2.13M
$573M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-29.1K- 7.34% |
$5.69M - $6.81M
|
367K
$98.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-29.1K- 7.34% |
$5.69M - $6.81M
|
367K
$98.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-31.3K- 52.17% |
$6.12M - $7.32M
|
28.7K
$7.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31.3K- 57.32% |
$6.12M - $7.32M
|
23.3K
$6.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.4K- 0.53% |
$6.14M - $7.34M
|
5.86M
$1.58B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.6K- 1.28% |
$6.18M - $7.39M
|
2.43M
$655M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-32.9K- 6.19% |
$6.44M - $7.7M
|
499K
$134M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.4K- 7.46% |
$7.71M - $9.22M
|
489K
$132M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-39.8K- 73.16% |
$7.79M - $9.32M
|
14.6K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.4K- 8.52% |
$8.49M - $10.2M
|
466K
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-43.6K- 99.24% |
$8.53M - $10.2M
|
336
$90.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-63.6K- 2.48% |
$12.4M - $14.9M
|
2.5M
$674M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.7K- 31.66% |
$12.5M - $14.9M
|
138K
$37M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-63.8K- 8.65% |
$12.5M - $14.9M
|
674K
$181M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.8K- 11.95% |
$14.2M - $17M
|
536K
$144M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140K- 16.53% |
$27.5M - $32.9M
|
709K
$191M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-150K- 48.23% |
$29.4M - $35.1M
|
161K
$43.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 3.71% |
$53.1M - $63.5M
|
7.04M
$1.89B
|