Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.16MNew |
$446M - $492M
|
2.16M
$590M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
738KNew |
$152M - $168M
|
738K
$202M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
532KNew |
$110M - $121M
|
532K
$145M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
436KNew |
$90.1M - $99.5M
|
436K
$119M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
361K+ 160.22% |
$74.5M - $82.3M
|
586K
$160M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
310K+ 109.82% |
$64.1M - $70.8M
|
593K
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
252K+ 11.4% |
$52.1M - $57.6M
|
2.46M
$674M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
220K+ 1668.02% |
$45.5M - $50.3M
|
233K
$63.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
215K+ 32.49% |
$44.5M - $49.2M
|
879K
$240M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
198K+ 4.28% |
$41M - $45.3M
|
4.83M
$1.32B
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
189KNew |
$39M - $43.1M
|
189K
$51.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
179K+ 5.38% |
$37.1M - $41M
|
3.51M
$961M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 23.03% |
$32.9M - $36.3M
|
850K
$232M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149K+ 7.61% |
$30.9M - $34.1M
|
2.11M
$578M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
149K+ 94.6% |
$30.7M - $33.9M
|
306K
$83.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 5.44% |
$29.9M - $33.1M
|
2.81M
$768M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
135K+ 1.39% |
$27.9M - $30.8M
|
9.85M
$2.69B
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 2.03% |
$27.3M - $30.2M
|
6.66M
$1.82B
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
118K+ 13.87% |
$24.3M - $26.9M
|
967K
$265M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
106K+ 1.84% |
$22M - $24.3M
|
5.89M
$1.61B
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.9K+ 2404.44% |
$20.2M - $22.3M
|
102K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
97.9K+ 3211.12% |
$20.2M - $22.3M
|
101K
$27.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
90.4KNew |
$18.7M - $20.6M
|
90.4K
$24.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
83.2K+ 31.94% |
$17.2M - $19M
|
344K
$94M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79KNew |
$16.3M - $18M
|
79K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75.7K+ 7.34% |
$15.6M - $17.3M
|
1.11M
$303M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
72.3KNew |
$14.9M - $16.5M
|
72.3K
$19.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.4K+ 1.97% |
$14.7M - $16.3M
|
3.7M
$1.01B
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
68.5K+ 120.57% |
$14.1M - $15.6M
|
125K
$34.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55.6K+ 47.56% |
$11.5M - $12.7M
|
172K
$47.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55K+ 9.24% |
$11.4M - $12.6M
|
650K
$178M
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
53.3K+ 160.36% |
$11M - $12.2M
|
86.6K
$23.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.4K+ 18.85% |
$10.4M - $11.5M
|
318K
$86.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.2K+ 19.87% |
$10.2M - $11.2M
|
297K
$81.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
48.4KNew |
$10M - $11M
|
48.4K
$13.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
46.4K+ 4.33% |
$9.58M - $10.6M
|
1.12M
$306M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
46.1KNew |
$9.52M - $10.5M
|
46.1K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.6K+ 12.41% |
$9.41M - $10.4M
|
413K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.1K+ 434.67% |
$9.31M - $10.3M
|
55.4K
$15.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43.2K+ 73.97% |
$8.93M - $9.87M
|
102K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.3K+ 1.79% |
$8.75M - $9.66M
|
2.41M
$659M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.2K+ 5.52% |
$8.11M - $8.95M
|
750K
$205M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
34.9KNew |
$7.2M - $7.96M
|
34.9K
$9.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
32.5K+ 102.63% |
$6.71M - $7.41M
|
64.1K
$17.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.1K+ 7.71% |
$6.63M - $7.33M
|
448K
$123M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.8K+ 0.37% |
$6.36M - $7.02M
|
8.28M
$2.26B
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
30.6K+ 2014.17% |
$6.31M - $6.97M
|
32.1K
$8.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
29.2K+ 163.83% |
$6.03M - $6.67M
|
47K
$12.9M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 708.36% |
$5.73M - $6.32M
|
31.6K
$8.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.6K+ 102.58% |
$5.71M - $6.31M
|
54.6K
$14.9M
|