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 |
---|---|---|---|---|---|---|---|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
512New |
$106K - $117K
|
512
$140K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
510+ 4.2% |
$105K - $116K
|
12.7K
$3.46M
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
496+ 4.72% |
$102K - $113K
|
11K
$3.01M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
491+ 6.27% |
$101K - $112K
|
8.32K
$2.27M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
490+ 126.29% |
$101K - $112K
|
878
$240K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
477+ 16.52% |
$98.5K - $109K
|
3.36K
$920K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
477+ 8.5% |
$98.5K - $109K
|
6.09K
$1.67M
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
466+ 29.38% |
$96.3K - $106K
|
2.05K
$561K
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
464+ 5.88% |
$95.9K - $106K
|
8.36K
$2.29M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
463New |
$95.7K - $106K
|
463
$127K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
461+ 34.33% |
$95.2K - $105K
|
1.8K
$493K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
460+ 0.38% |
$95K - $105K
|
122K
$33.3M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
459+ 3.76% |
$94.8K - $105K
|
12.7K
$3.47M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
440New |
$90.9K - $100K
|
440
$120K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
438+ 22.18% |
$90.5K - $100K
|
2.41K
$660K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
436+ 22.43% |
$90.1K - $99.5K
|
2.38K
$651K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
435+ 71.9% |
$89.9K - $99.3K
|
1.04K
$284K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
434+ 5.07% |
$89.7K - $99.1K
|
9K
$2.46M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
432+ 76.6% |
$89.3K - $98.6K
|
996
$272K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
430+ 3.19% |
$88.8K - $98.1K
|
13.9K
$3.81M
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
423+ 6.34% |
$87.4K - $96.5K
|
7.09K
$1.94M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
422+ 8.7% |
$87.2K - $96.3K
|
5.27K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
416+ 12.69% |
$85.9K - $94.9K
|
3.7K
$1.01M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
408+ 30.16% |
$84.3K - $93.1K
|
1.76K
$482K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
405+ 21.88% |
$83.7K - $92.4K
|
2.26K
$617K
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
400+ 29.81% |
$82.6K - $91.3K
|
1.74K
$477K
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
395+ 14.46% |
$81.6K - $90.2K
|
3.13K
$855K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
395+ 6.21% |
$81.6K - $90.2K
|
6.76K
$1.85M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
394+ 35.46% |
$81.4K - $89.9K
|
1.51K
$412K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
393+ 0.37% |
$81.2K - $89.7K
|
108K
$29.5M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
392+ 2.26% |
$81K - $89.5K
|
17.7K
$4.85M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
389+ 3.16% |
$80.4K - $88.8K
|
12.7K
$3.48M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
386+ 14.01% |
$79.7K - $88.1K
|
3.14K
$859K
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
385+ 16.04% |
$79.5K - $87.9K
|
2.79K
$762K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
382+ 3.34% |
$78.9K - $87.2K
|
11.8K
$3.23M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
378+ 1.43% |
$78.1K - $86.3K
|
26.8K
$7.33M
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
378+ 7.91% |
$78.1K - $86.3K
|
5.16K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
376+ 1.73% |
$77.7K - $85.8K
|
22.2K
$6.06M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 562.12% |
$76.6K - $84.7K
|
437
$120K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
368+ 8.27% |
$76K - $84K
|
4.82K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
365+ 11.08% |
$75.4K - $83.3K
|
3.66K
$1M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
364+ 1.45% |
$75.2K - $83.1K
|
25.5K
$6.98M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
350+ 15.56% |
$72.3K - $79.9K
|
2.6K
$711K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
349+ 3.39% |
$72.1K - $79.7K
|
10.7K
$2.92M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
347+ 5.29% |
$71.7K - $79.2K
|
6.91K
$1.89M
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
345+ 1.62% |
$71.3K - $78.7K
|
21.7K
$5.93M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
344+ 13.75% |
$71.1K - $78.5K
|
2.85K
$778K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
343+ 1.53% |
$70.9K - $78.3K
|
22.7K
$6.21M
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
338+ 2.02% |
$69.8K - $77.1K
|
17K
$4.66M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
333+ 8.99% |
$68.8K - $76K
|
4.04K
$1.1M
|