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
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.07K- 25.6% |
$428K - $472K
|
6.02K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.07K- 5.84% |
$428K - $473K
|
33.4K
$8.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.24K- 46.22% |
$462K - $510K
|
2.6K
$687K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.26K- 39.71% |
$467K - $516K
|
3.43K
$907K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.29K- 10.03% |
$473K - $522K
|
20.5K
$5.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.31K- 5.0% |
$478K - $528K
|
44K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.44K- 2.36% |
$503K - $556K
|
101K
$26.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 6.05% |
$527K - $582K
|
39.6K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 12.12% |
$546K - $603K
|
19.2K
$5.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-2.69K- 72.9% |
$555K - $613K
|
998
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.75K- 3.47% |
$568K - $627K
|
76.6K
$20.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.88K- 26.94% |
$595K - $657K
|
7.81K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-2.99K- 38.13% |
$618K - $683K
|
4.86K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3K- 19.82% |
$620K - $685K
|
12.1K
$3.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.09K- 8.34% |
$638K - $705K
|
34K
$8.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.15K- 3.02% |
$650K - $718K
|
101K
$26.7M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.19K- 2.99% |
$659K - $728K
|
103K
$27.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-3.4K- 2.64% |
$702K - $776K
|
125K
$33.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.47K- 32.47% |
$718K - $793K
|
7.23K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.62K- 5.89% |
$748K - $826K
|
57.8K
$15.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.67K- 1.32% |
$758K - $838K
|
275K
$72.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 63.7% |
$765K - $846K
|
2.11K
$558K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.75K- 22.7% |
$775K - $856K
|
12.8K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.75K- 9.35% |
$775K - $856K
|
36.4K
$9.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.8K- 3.99% |
$786K - $868K
|
91.5K
$24.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.9K- 18.27% |
$806K - $890K
|
17.5K
$4.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.97K- 54.04% |
$820K - $906K
|
3.38K
$892K
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4.08K- 9.76% |
$844K - $932K
|
37.8K
$9.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.13K- 1.03% |
$853K - $942K
|
395K
$104M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.2K- 1.43% |
$868K - $959K
|
290K
$76.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.24K- 61.96% |
$876K - $968K
|
2.6K
$688K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.24K- 61.96% |
$876K - $968K
|
2.6K
$688K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.29K- 2.93% |
$887K - $980K
|
142K
$37.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.33K- 2.42% |
$895K - $989K
|
175K
$46.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-4.34K- 66.66% |
$896K - $990K
|
2.17K
$573K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.36K- 16.34% |
$900K - $994K
|
22.3K
$5.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.42K- 15.59% |
$913K - $1.01M
|
23.9K
$6.33M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.53K- 26.69% |
$936K - $1.03M
|
12.4K
$3.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 33.56% |
$946K - $1.05M
|
9.07K
$2.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.58K- 0.39% |
$947K - $1.05M
|
1.18M
$313M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.63K- 6.55% |
$956K - $1.06M
|
66K
$17.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.68K- 30.57% |
$967K - $1.07M
|
10.6K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.68K- 26.1% |
$967K - $1.07M
|
13.3K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.72K- 10.85% |
$976K - $1.08M
|
38.8K
$10.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.81K- 58.86% |
$993K - $1.1M
|
3.36K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.89K- 18.71% |
$1.01M - $1.12M
|
21.2K
$5.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.95K- 2.53% |
$1.02M - $1.13M
|
191K
$50.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-5.06K- 84.12% |
$1.05M - $1.16M
|
956
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 37.46% |
$1.08M - $1.19M
|
8.7K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.49K- 34.08% |
$1.13M - $1.25M
|
10.6K
$2.81M
|