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 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-957- 8.12% |
$198K - $218K
|
10.8K
$2.86M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-969- 16.89% |
$200K - $221K
|
4.77K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-994- 2.05% |
$205K - $227K
|
47.5K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.03K- 10.12% |
$213K - $235K
|
9.14K
$2.42M
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.04K- 26.06% |
$216K - $238K
|
2.96K
$783K
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.05KClosed |
$217K - $240K
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.07K- 12.65% |
$221K - $244K
|
7.39K
$1.95M
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.08K- 9.67% |
$222K - $245K
|
10K
$2.65M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.1K- 0.88% |
$226K - $250K
|
124K
$32.6M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 0.19% |
$233K - $258K
|
609K
$161M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.14K- 40.48% |
$235K - $259K
|
1.67K
$441K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.2K- 24.97% |
$247K - $273K
|
3.59K
$950K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-1.22K- 4.51% |
$252K - $278K
|
25.8K
$6.81M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 11.95% |
$267K - $295K
|
9.51K
$2.51M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.29K- 3.95% |
$267K - $295K
|
31.5K
$8.31M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3K- 1.42% |
$268K - $296K
|
90.3K
$23.9M
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.3K- 12.98% |
$269K - $297K
|
8.71K
$2.3M
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.32KClosed |
$274K - $302K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.34K- 2.19% |
$277K - $306K
|
59.9K
$15.8M
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-1.34K- 8.82% |
$278K - $307K
|
13.9K
$3.67M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 2.4% |
$293K - $323K
|
57.6K
$15.2M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.42KClosed |
$293K - $324K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.48K- 7.55% |
$306K - $338K
|
18.1K
$4.78M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 2.29% |
$310K - $342K
|
64K
$16.9M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 2.29% |
$310K - $342K
|
64K
$16.9M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 23.31% |
$311K - $343K
|
4.94K
$1.31M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.53K- 14.34% |
$315K - $348K
|
9.12K
$2.41M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.54K- 1.32% |
$317K - $350K
|
115K
$30.4M
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.54K- 4.03% |
$319K - $352K
|
36.7K
$9.71M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 1.85% |
$321K - $355K
|
82.3K
$21.7M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.57K- 28.94% |
$325K - $359K
|
3.87K
$1.02M
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.59K- 7.92% |
$328K - $363K
|
18.5K
$4.89M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.66K- 11.66% |
$343K - $379K
|
12.6K
$3.32M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.69K- 1.8% |
$349K - $385K
|
91.8K
$24.3M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.76K- 10.02% |
$363K - $401K
|
15.8K
$4.17M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 6.0% |
$364K - $402K
|
27.6K
$7.29M
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.78K- 63.69% |
$367K - $406K
|
1.01K
$268K
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.79K- 4.81% |
$369K - $408K
|
35.4K
$9.36M
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.87K- 12.16% |
$387K - $428K
|
13.5K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88K- 9.46% |
$388K - $429K
|
18K
$4.75M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.89K- 18.77% |
$391K - $432K
|
8.19K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.89K- 3.95% |
$391K - $432K
|
46.1K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.91K- 6.82% |
$394K - $435K
|
26K
$6.88M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.91K- 5.45% |
$395K - $437K
|
33.2K
$8.76M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.93K- 3.34% |
$399K - $441K
|
55.9K
$14.8M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.94K- 7.25% |
$401K - $443K
|
24.8K
$6.57M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2K- 30.38% |
$414K - $457K
|
4.59K
$1.21M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.03K- 13.58% |
$420K - $464K
|
12.9K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.06K- 0.19% |
$426K - $470K
|
1.07M
$282M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.07K- 4.62% |
$427K - $472K
|
42.7K
$11.3M
|