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 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 100.0% |
$5.17K - $5.71K
|
50
$13.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
24+ 0.07% |
$4.96K - $5.48K
|
36.1K
$9.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
24+ 1.41% |
$4.96K - $5.48K
|
1.73K
$473K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
24+ 0.5% |
$4.96K - $5.48K
|
4.84K
$1.32M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 2.39% |
$4.96K - $5.48K
|
1.03K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23+ 1.07% |
$4.75K - $5.25K
|
2.16K
$592K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
22+ 0.16% |
$4.55K - $5.02K
|
14K
$3.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
21+ 0.17% |
$4.34K - $4.79K
|
12.4K
$3.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 0.13% |
$4.13K - $4.56K
|
15.9K
$4.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
20New |
$4.13K - $4.56K
|
20
$5.47K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
18+ 0.3% |
$3.72K - $4.11K
|
5.98K
$1.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18+ 0.19% |
$3.72K - $4.11K
|
9.39K
$2.57M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 1.39% |
$3.72K - $4.11K
|
1.32K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
17+ 0.72% |
$3.51K - $3.88K
|
2.38K
$651K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15+ 0.85% |
$3.1K - $3.42K
|
1.78K
$486K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 0.24% |
$2.89K - $3.2K
|
5.86K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13+ 0.12% |
$2.69K - $2.97K
|
10.8K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.06% |
$2.48K - $2.74K
|
19.4K
$5.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12+ 0.38% |
$2.48K - $2.74K
|
3.14K
$859K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
12+ 0.33% |
$2.48K - $2.74K
|
3.65K
$998K
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
12+ 0.02% |
$2.48K - $2.74K
|
53.6K
$14.7M
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
12+ 0.02% |
$2.48K - $2.74K
|
53.6K
$14.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 8.4% |
$2.27K - $2.51K
|
142
$38.8K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.7% |
$2.27K - $2.51K
|
1.58K
$433K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.18% |
$2.27K - $2.51K
|
6.11K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.98% |
$2.07K - $2.28K
|
1.03K
$282K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 3.41% |
$2.07K - $2.28K
|
303
$82.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10+ 0.36% |
$2.07K - $2.28K
|
2.8K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 4.44% |
$2.07K - $2.28K
|
235
$64.3K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 10.0% |
$2.07K - $2.28K
|
110
$30.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9+ 0.29% |
$1.86K - $2.05K
|
3.16K
$864K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.65K - $1.83K
|
4.32K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8+ 0.44% |
$1.65K - $1.83K
|
1.81K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.65K - $1.83K
|
2.09K
$571K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.11% |
$1.65K - $1.83K
|
7.09K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$1.45K - $1.6K
|
3.73K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7+ 0.19% |
$1.45K - $1.6K
|
3.72K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.01% |
$1.45K - $1.6K
|
105K
$28.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 0.38% |
$1.45K - $1.6K
|
1.85K
$506K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$1.45K - $1.6K
|
3.73K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
7+ 0.07% |
$1.45K - $1.6K
|
10K
$2.74M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.36% |
$1.45K - $1.6K
|
303
$82.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.37K
|
6
$1.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.08% |
$1.24K - $1.37K
|
7.78K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.43% |
$1.24K - $1.37K
|
1.4K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$1.24K - $1.37K
|
1.68K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6+ 0.15% |
$1.24K - $1.37K
|
4.03K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
6+ 16.22% |
$1.24K - $1.37K
|
43
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.01% |
$1.24K - $1.37K
|
112K
$30.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
6+ 0.08% |
$1.24K - $1.37K
|
7.8K
$2.13M
|