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 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-12- 1.0% |
$2.48K - $2.74K
|
1.18K
$313K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-13- 0.06% |
$2.69K - $2.97K
|
23.2K
$6.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13- 0.1% |
$2.69K - $2.97K
|
12.8K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-13- 0.21% |
$2.69K - $2.97K
|
6.12K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-14- 0.5% |
$2.89K - $3.2K
|
2.76K
$729K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.99% |
$3.1K - $3.42K
|
1.5K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-15- 0.7% |
$3.1K - $3.42K
|
2.14K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.94% |
$3.1K - $3.42K
|
1.58K
$419K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 1.3% |
$3.1K - $3.42K
|
1.14K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16- 0.44% |
$3.31K - $3.65K
|
3.59K
$948K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-17- 1.06% |
$3.51K - $3.88K
|
1.59K
$419K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.7% |
$3.72K - $4.11K
|
2.55K
$674K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 0.34% |
$3.72K - $4.11K
|
5.3K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-18- 0.9% |
$3.72K - $4.11K
|
1.98K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 1.03% |
$3.72K - $4.11K
|
1.73K
$457K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-19- 7.34% |
$3.93K - $4.34K
|
240
$63.4K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-19- 23.75% |
$3.93K - $4.34K
|
61
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-20- 0.19% |
$4.13K - $4.56K
|
10.6K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20- 0.75% |
$4.13K - $4.56K
|
2.64K
$697K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 1.69% |
$4.13K - $4.56K
|
1.16K
$307K
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-21- 1.11% |
$4.34K - $4.79K
|
1.86K
$493K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-21- 0.06% |
$4.34K - $4.79K
|
35.5K
$9.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-21- 0.14% |
$4.34K - $4.79K
|
15.3K
$4.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-21- 1.22% |
$4.34K - $4.79K
|
1.7K
$449K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-21- 0.48% |
$4.34K - $4.79K
|
4.4K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-21- 0.05% |
$4.34K - $4.79K
|
45.9K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-21- 0.11% |
$4.34K - $4.79K
|
18.8K
$4.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-22- 0.96% |
$4.55K - $5.02K
|
2.26K
$598K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-22- 1.67% |
$4.55K - $5.02K
|
1.29K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-22- 1.9% |
$4.55K - $5.02K
|
1.14K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-22- 0.95% |
$4.55K - $5.02K
|
2.31K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-23- 0.23% |
$4.75K - $5.25K
|
9.82K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-24- 1.19% |
$4.96K - $5.48K
|
1.99K
$527K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-25- 0.28% |
$5.17K - $5.71K
|
9.02K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.35% |
$5.17K - $5.71K
|
7.19K
$1.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 1.92% |
$5.17K - $5.71K
|
1.28K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 2.86% |
$5.17K - $5.71K
|
848
$224K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-26- 1.27% |
$5.37K - $5.93K
|
2.02K
$534K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-26- 4.97% |
$5.37K - $5.93K
|
497
$131K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-27- 0.98% |
$5.58K - $6.16K
|
2.72K
$718K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-27- 1.76% |
$5.58K - $6.16K
|
1.51K
$399K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 75.0% |
$5.58K - $6.16K
|
9
$2.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 0.89% |
$5.78K - $6.39K
|
3.13K
$828K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-28- 0.34% |
$5.78K - $6.39K
|
8.12K
$2.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-28- 0.56% |
$5.78K - $6.39K
|
5K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.09% |
$5.78K - $6.39K
|
31.8K
$8.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-30- 0.95% |
$6.2K - $6.85K
|
3.13K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-30- 1.11% |
$6.2K - $6.85K
|
2.68K
$708K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-31- 5.53% |
$6.4K - $7.08K
|
530
$140K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-31- 0.15% |
$6.4K - $7.08K
|
20.8K
$5.51M
|