Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

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 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
330
+ 0.86%
$68.2K - $75.3K
38.8K $10.6M
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
317
+ 0.94%
$65.5K - $72.3K
34.1K $9.34M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
316
+ 2.59%
$65.3K - $72.1K
12.5K $3.43M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
312
+ 13.37%
$64.5K - $71.2K
2.65K $724K
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
312
+ 1.09%
$64.5K - $71.2K
29K $7.92M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
311
+ 7.21%
$64.3K - $71K
4.62K $1.26M
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
309
+ 2.3%
$63.8K - $70.5K
13.7K $3.75M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
308
+ 2.15%
$63.6K - $70.3K
14.6K $4M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
307
+ 4.0%
$63.4K - $70.1K
7.98K $2.18M
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
306
+ 1.29%
$63.2K - $69.8K
24.1K $6.58M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
300
+ 1.03%
$62K - $68.5K
29.4K $8.04M
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
300
+ 10.01%
$62K - $68.5K
3.3K $902K
Nov 14, 2023 Q3 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
298
+ 28.76%
$61.6K - $68K
1.33K $365K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
298
+ 25.28%
$61.6K - $68K
1.48K $404K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
294
+ 0.42%
$60.7K - $67.1K
69.5K $19M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
292
+ 1.56%
$60.3K - $66.6K
19K $5.19M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
291
+ 22.82%
$60.1K - $66.4K
1.57K $428K
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
277
+ 0.95%
$57.2K - $63.2K
29.5K $8.08M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
274
+ 13.28%
$56.6K - $62.5K
2.34K $639K
Nov 06, 2023 Q3 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
274
+ 1.05%
$56.6K - $62.5K
26.4K $7.21M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
274
+ 1.79%
$56.6K - $62.5K
15.6K $4.27M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
273
+ 0.63%
$56.4K - $62.3K
43.5K $11.9M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
270
+ 20.32%
$55.8K - $61.6K
1.6K $437K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
270
+ 28.63%
$55.8K - $61.6K
1.21K $332K
Nov 14, 2023 Q3 2023
Cannell & Co.

New York, NY
BUY
 -
269
+ 20.16%
$55.6K - $61.4K
1.6K $438K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
266
+ 10.23%
$55K - $60.7K
2.87K $784K
Nov 02, 2023 Q3 2023
Sloy Dahl & Holst, LLC

BUY
 -
263
+ 22.85%
$54.3K - $60K
1.41K $387K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
259
+ 116.67%
$53.5K - $59.1K
481 $132K
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
258
+ 3.2%
$53.3K - $58.9K
8.31K $2.27M
Oct 24, 2023 Q3 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
257
+ 4.02%
$53.1K - $58.7K
6.65K $1.82M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
256
+ 23.95%
$52.9K - $58.4K
1.33K $362K
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
255
+ 18.12%
$52.7K - $58.2K
1.66K $455K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
251
+ 7.37%
$51.9K - $57.3K
3.66K $1M
Nov 14, 2023 Q3 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
248
+ 2.15%
$51.2K - $56.6K
11.8K $3.22M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
247
+ 0.8%
$51K - $56.4K
31.1K $8.51M
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
246
+ 0.72%
$50.8K - $56.1K
34.3K $9.38M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
245
+ 6.95%
$50.6K - $55.9K
3.77K $1.03M
Oct 31, 2023 Q3 2023
Rocky Mountain Advisers, LLC

BUY
 -
245
New
$50.6K - $55.9K
245 $67K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
241
+ 0.41%
$49.8K - $55K
59.7K $16.3M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
241
+ 14.01%
$49.8K - $55K
1.96K $536K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
239
+ 4.63%
$49.4K - $54.5K
5.4K $1.48M
Oct 16, 2023 Q3 2023
Greenhouse Wealth Management, LLC

BUY
 -
231
+ 5.89%
$47.7K - $52.7K
4.16K $1.14M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
227
+ 0.34%
$46.9K - $51.8K
66.2K $18.1M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
227
+ 1.27%
$46.9K - $51.8K
18.1K $4.96M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
226
+ 1.41%
$46.7K - $51.6K
16.3K $4.45M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
221
+ 1.23%
$45.7K - $50.4K
18.1K $4.96M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
220
+ 1.57%
$45.5K - $50.2K
14.2K $3.89M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
220
+ 0.76%
$45.5K - $50.2K
29.2K $7.98M
Nov 28, 2023 Q3 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
220
+ 1.74%
$45.5K - $50.2K
12.9K $3.52M

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