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 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-32.9K- 6.19% |
$6.44M - $7.7M
|
499K
$128M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.4K- 7.46% |
$7.71M - $9.22M
|
489K
$126M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-39.8K- 73.16% |
$7.79M - $9.32M
|
14.6K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.4K- 8.52% |
$8.49M - $10.2M
|
466K
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-43.6K- 99.24% |
$8.53M - $10.2M
|
336
$86.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-63.6K- 2.48% |
$12.4M - $14.9M
|
2.5M
$644M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-63.7K- 31.66% |
$12.5M - $14.9M
|
138K
$35.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-63.8K- 8.65% |
$12.5M - $14.9M
|
674K
$173M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.8K- 11.95% |
$14.2M - $17M
|
536K
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140K- 16.53% |
$27.5M - $32.9M
|
709K
$182M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-150K- 48.23% |
$29.4M - $35.1M
|
161K
$41.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 3.71% |
$53.1M - $63.5M
|
7.04M
$1.81B
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-294K- 33.45% |
$57.5M - $68.8M
|
585K
$150M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-567K- 99.57% |
$111M - $133M
|
2.45K
$629K
|