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 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-114- 4.87% |
$23.6K - $26K
|
2.23K
$589K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-115- 8.09% |
$23.8K - $26.2K
|
1.31K
$345K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-115- 52.51% |
$23.8K - $26.2K
|
104
$27.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-117- 2.09% |
$24.2K - $26.7K
|
5.47K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119- 1.53% |
$24.6K - $27.2K
|
7.64K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-122- 0.94% |
$25.2K - $27.8K
|
12.9K
$3.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-125- 4.93% |
$25.8K - $28.5K
|
2.41K
$637K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-125- 2.02% |
$25.8K - $28.5K
|
6.05K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-125- 4.49% |
$25.8K - $28.5K
|
2.66K
$702K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-125- 5.05% |
$25.8K - $28.5K
|
2.35K
$621K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-126- 9.76% |
$26K - $28.8K
|
1.17K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-130- 2.4% |
$26.9K - $29.7K
|
5.29K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-131- 6.04% |
$27.1K - $29.9K
|
2.04K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-131- 11.62% |
$27.1K - $29.9K
|
996
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-133- 6.48% |
$27.5K - $30.4K
|
1.92K
$507K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-133- 0.66% |
$27.5K - $30.4K
|
20.1K
$5.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-134- 7.37% |
$27.7K - $30.6K
|
1.68K
$445K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-134- 1.12% |
$27.7K - $30.6K
|
11.9K
$3.14M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-135- 0.42% |
$27.9K - $30.8K
|
32.2K
$8.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-139- 1.23% |
$28.7K - $31.7K
|
11.2K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-140- 1.08% |
$28.9K - $32K
|
12.8K
$3.4M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-141- 5.45% |
$29.1K - $32.2K
|
2.45K
$646K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-141- 0.2% |
$29.1K - $32.2K
|
69.7K
$18.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-149- 3.29% |
$30.8K - $34K
|
4.38K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-150- 1.5% |
$31K - $34.2K
|
9.87K
$2.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-152- 0.15% |
$31.4K - $34.7K
|
104K
$27.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-155- 0.25% |
$32K - $35.4K
|
60.8K
$16.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-156- 3.16% |
$32.2K - $35.6K
|
4.79K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-160- 11.45% |
$33.1K - $36.5K
|
1.24K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-160- 13.75% |
$33.1K - $36.5K
|
1K
$265K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-162- 3.31% |
$33.5K - $37K
|
4.74K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-165- 0.33% |
$34.1K - $37.7K
|
50.3K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-166- 0.21% |
$34.3K - $37.9K
|
78.5K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-169- 1.44% |
$34.9K - $38.6K
|
11.6K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-172- 0.76% |
$35.5K - $39.3K
|
22.3K
$5.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-172- 1.58% |
$35.5K - $39.3K
|
10.7K
$2.83M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-172- 6.18% |
$35.5K - $39.3K
|
2.61K
$690K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-173- 1.72% |
$35.7K - $39.5K
|
9.91K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-174- 7.68% |
$35.9K - $39.7K
|
2.09K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-174- 15.95% |
$35.9K - $39.7K
|
917
$242K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-175- 0.66% |
$36.2K - $39.9K
|
26.2K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-175- 8.75% |
$36.2K - $39.9K
|
1.82K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-176- 24.96% |
$36.4K - $40.2K
|
529
$140K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-178- 0.7% |
$36.8K - $40.6K
|
25.4K
$6.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-179- 1.78% |
$37K - $40.9K
|
9.88K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-180- 4.01% |
$37.2K - $41.1K
|
4.3K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-189- 2.45% |
$39K - $43.1K
|
7.54K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-195- 1.76% |
$40.3K - $44.5K
|
10.9K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-195- 0.43% |
$40.3K - $44.5K
|
45.6K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-199- 3.95% |
$41.1K - $45.4K
|
4.84K
$1.28M
|