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
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.79KNew |
$350K - $418K
|
1.79K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.79K+ 7.56% |
$349K - $418K
|
25.4K
$6.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.77K+ 10.9% |
$347K - $415K
|
18.1K
$4.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.76K+ 1.74% |
$344K - $412K
|
103K
$27.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.75KNew |
$343K - $410K
|
1.75K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.74K+ 20.59% |
$341K - $408K
|
10.2K
$2.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.74KNew |
$341K - $407K
|
1.74K
$468K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.74K+ 3.95% |
$340K - $407K
|
45.8K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.74KNew |
$340K - $406K
|
1.74K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.73K+ 6.61% |
$338K - $404K
|
27.8K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.72K+ 1.9% |
$336K - $401K
|
92K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.72K+ 42.49% |
$336K - $401K
|
5.75K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.71K+ 14.0% |
$335K - $401K
|
13.9K
$3.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7K+ 4.99% |
$333K - $398K
|
35.8K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.7K+ 7.84% |
$332K - $397K
|
23.4K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.69K+ 8.38% |
$330K - $395K
|
21.8K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.69KNew |
$330K - $395K
|
1.69K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.68K+ 2.27% |
$329K - $393K
|
75.7K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.67K+ 8.05% |
$327K - $391K
|
22.5K
$6.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$327K - $391K
|
1.67K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.67K+ 4.79% |
$327K - $391K
|
36.5K
$9.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$325K - $388K
|
1.66K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.65K+ 2.86% |
$324K - $387K
|
59.5K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 19.59% |
$323K - $387K
|
10.1K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.65KNew |
$322K - $385K
|
1.65K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.64K+ 9.95% |
$321K - $384K
|
18.2K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.64K+ 28.34% |
$321K - $384K
|
7.43K
$2M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.64K+ 28.34% |
$321K - $384K
|
7.43K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 0.29% |
$320K - $383K
|
558K
$150M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.63K+ 5.71% |
$320K - $382K
|
30.2K
$8.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.63KNew |
$318K - $380K
|
1.63K
$437K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.62KNew |
$318K - $380K
|
1.62K
$437K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.6K+ 11.9% |
$313K - $374K
|
15K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.6K+ 5.14% |
$313K - $374K
|
32.7K
$8.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.59K+ 4.11% |
$311K - $372K
|
40.3K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.58KNew |
$309K - $369K
|
1.58K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.58K+ 6.82% |
$309K - $369K
|
24.7K
$6.66M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.27% |
$309K - $369K
|
71.1K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.56K+ 15.6% |
$305K - $365K
|
11.6K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.54K+ 0.4% |
$302K - $361K
|
389K
$105M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.52K+ 10.91% |
$298K - $357K
|
15.5K
$4.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51K+ 8.82% |
$296K - $354K
|
18.7K
$5.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.49K+ 61.71% |
$291K - $348K
|
3.9K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49KNew |
$291K - $348K
|
1.49K
$401K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
1.49K+ 10.54% |
$291K - $348K
|
15.6K
$4.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.47K+ 6.1% |
$287K - $344K
|
25.5K
$6.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.45K+ 5.33% |
$284K - $339K
|
28.6K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 15.76% |
$282K - $337K
|
10.6K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.44KNew |
$281K - $336K
|
1.44K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.39KNew |
$272K - $325K
|
1.39K
$374K
|