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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
48+ 0.75% |
$9.92K - $11K
|
6.45K
$1.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
46+ 4.14% |
$9.5K - $10.5K
|
1.16K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
46New |
$9.5K - $10.5K
|
46
$12.6K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.77% |
$9.5K - $10.5K
|
1.7K
$466K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
46+ 6.39% |
$9.5K - $10.5K
|
766
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
46+ 117.95% |
$9.5K - $10.5K
|
85
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
46+ 0.29% |
$9.5K - $10.5K
|
15.8K
$4.33M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
46+ 0.29% |
$9.5K - $10.5K
|
15.8K
$4.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
45+ 3.59% |
$9.3K - $10.3K
|
1.3K
$355K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45+ 0.93% |
$9.3K - $10.3K
|
4.87K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45New |
$9.3K - $10.3K
|
45
$12.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
45+ 0.4% |
$9.3K - $10.3K
|
11.3K
$3.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44+ 0.3% |
$9.09K - $10K
|
14.5K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
44+ 0.55% |
$9.09K - $10K
|
7.98K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43+ 1.89% |
$8.88K - $9.81K
|
2.32K
$634K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
43+ 0.42% |
$8.88K - $9.81K
|
10.2K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
41+ 1.15% |
$8.47K - $9.36K
|
3.61K
$987K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
41+ 1.29% |
$8.47K - $9.36K
|
3.22K
$880K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
41+ 3.29% |
$8.47K - $9.36K
|
1.29K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
41+ 0.84% |
$8.47K - $9.36K
|
4.93K
$1.35M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
41+ 1.95% |
$8.47K - $9.36K
|
2.14K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40+ 0.57% |
$8.26K - $9.13K
|
7.1K
$1.94M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
40+ 0.57% |
$8.26K - $9.13K
|
7.1K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
39+ 1.07% |
$8.06K - $8.9K
|
3.7K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
38+ 1.71% |
$7.85K - $8.67K
|
2.26K
$617K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
38+ 0.07% |
$7.85K - $8.67K
|
53.5K
$14.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
37+ 20.0% |
$7.64K - $8.44K
|
222
$60.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
36+ 0.06% |
$7.44K - $8.22K
|
58.1K
$15.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 3.42% |
$7.44K - $8.22K
|
1.09K
$298K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
36+ 3.84% |
$7.44K - $8.22K
|
973
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
35+ 43.21% |
$7.23K - $7.99K
|
116
$31.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35+ 2.9% |
$7.23K - $7.99K
|
1.24K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
34+ 1.26% |
$7.02K - $7.76K
|
2.74K
$750K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
33+ 1.98% |
$6.82K - $7.53K
|
1.7K
$464K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
32+ 0.98% |
$6.61K - $7.3K
|
3.29K
$900K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
32+ 0.51% |
$6.61K - $7.3K
|
6.3K
$1.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
32+ 1.29% |
$6.61K - $7.3K
|
2.51K
$687K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
32+ 0.29% |
$6.61K - $7.3K
|
11.2K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30+ 0.34% |
$6.2K - $6.85K
|
8.81K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 2.32% |
$6.2K - $6.85K
|
1.33K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
30+ 1.31% |
$6.2K - $6.85K
|
2.32K
$635K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
29+ 0.63% |
$5.99K - $6.62K
|
4.6K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$5.99K - $6.62K
|
8.01K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
29+ 0.37% |
$5.99K - $6.62K
|
7.85K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 4.57% |
$5.99K - $6.62K
|
664
$182K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
28+ 0.13% |
$5.78K - $6.39K
|
20.8K
$5.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
25+ 0.2% |
$5.17K - $5.71K
|
12.7K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
25+ 0.29% |
$5.17K - $5.71K
|
8.68K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.34% |
$5.17K - $5.71K
|
7.41K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
25+ 2.02% |
$5.17K - $5.71K
|
1.26K
$345K
|