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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.38KNew |
$270K - $323K
|
1.38K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.38K+ 6.52% |
$270K - $322K
|
22.5K
$6.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.38KNew |
$269K - $322K
|
1.38K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.37K+ 0.88% |
$268K - $321K
|
158K
$42.4M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.37K+ 10.81% |
$268K - $321K
|
14K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.36K+ 48.83% |
$266K - $318K
|
4.15K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 4.94% |
$263K - $314K
|
28.6K
$7.69M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 37.66% |
$263K - $314K
|
4.91K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.34K+ 4.67% |
$263K - $314K
|
30.1K
$8.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.34KNew |
$262K - $313K
|
1.34K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.33KNew |
$260K - $311K
|
1.33K
$357K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.32K+ 4.02% |
$259K - $310K
|
34.3K
$9.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$258K - $308K
|
1.32K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$258K - $308K
|
1.32K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.32K+ 39.32% |
$258K - $308K
|
4.67K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.32K+ 54.99% |
$258K - $308K
|
3.72K
$1M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.31K+ 1.61% |
$255K - $305K
|
82.3K
$22.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.29K+ 9.11% |
$252K - $302K
|
15.4K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.29K+ 69.14% |
$252K - $301K
|
3.15K
$848K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 6.34% |
$249K - $298K
|
21.4K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.27KNew |
$249K - $298K
|
1.27K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
1.27K+ 46.99% |
$249K - $298K
|
3.98K
$1.07M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.27KNew |
$248K - $297K
|
1.27K
$341K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.26K+ 28.5% |
$247K - $296K
|
5.7K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.24KNew |
$243K - $290K
|
1.24K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.23K+ 119.69% |
$241K - $289K
|
2.27K
$609K
|
|
|
Feb 07, 2024
Q4 2023
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
1.23KNew |
$241K - $288K
|
1.23K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$241K - $288K
|
1.23K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 4.9% |
$240K - $287K
|
26.2K
$7.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.22KNew |
$239K - $286K
|
1.22K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.22K+ 2.05% |
$238K - $284K
|
60.4K
$16.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.21K+ 21.78% |
$237K - $283K
|
6.77K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.21K+ 1.54% |
$237K - $283K
|
79.7K
$21.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.2KNew |
$236K - $282K
|
1.2K
$324K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 6.42% |
$233K - $278K
|
19.7K
$5.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.18K+ 16.02% |
$232K - $277K
|
8.57K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.17K+ 12.56% |
$228K - $273K
|
10.4K
$2.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
1.16K+ 1.29% |
$227K - $271K
|
91.3K
$24.6M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.16K+ 6.56% |
$226K - $271K
|
18.8K
$5.06M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.16KNew |
$226K - $271K
|
1.16K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.16K+ 48.1% |
$226K - $270K
|
3.56K
$957K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.15K+ 3.22% |
$224K - $268K
|
36.7K
$9.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 8.94% |
$224K - $267K
|
13.9K
$3.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 14.38% |
$223K - $267K
|
9.09K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.14K+ 15.78% |
$223K - $267K
|
8.37K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 3.49% |
$223K - $266K
|
33.7K
$9.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$223K - $266K
|
1.14K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.13K+ 4.97% |
$220K - $263K
|
23.8K
$6.39M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.13KNew |
$220K - $263K
|
1.13K
$303K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$219K - $262K
|
27.4K
$7.37M
|