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 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 67.6% |
$1.19M - $1.32M
|
2.77K
$731K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6K- 15.69% |
$1.24M - $1.37M
|
32.3K
$8.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.5K- 59.42% |
$1.34M - $1.48M
|
4.44K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.59K- 16.13% |
$1.36M - $1.5M
|
34.3K
$9.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.67K- 3.42% |
$1.38M - $1.52M
|
188K
$49.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.72K- 7.91% |
$1.39M - $1.53M
|
78.2K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.03K- 46.96% |
$1.45M - $1.61M
|
7.94K
$2.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.24K- 2.91% |
$1.5M - $1.65M
|
242K
$63.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-7.36K- 16.83% |
$1.52M - $1.68M
|
36.4K
$9.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-7.5K- 1.75% |
$1.55M - $1.71M
|
422K
$112M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-7.63K- 22.65% |
$1.58M - $1.74M
|
26.1K
$6.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-7.74K- 5.23% |
$1.6M - $1.77M
|
140K
$37.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.16K- 3.89% |
$1.69M - $1.86M
|
201K
$53.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.31K- 10.32% |
$1.72M - $1.9M
|
72.2K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.62K- 20.11% |
$1.99M - $2.2M
|
38.2K
$10.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-10.3K- 9.34% |
$2.12M - $2.34M
|
99.6K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.7K- 24.81% |
$2.21M - $2.44M
|
32.3K
$8.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-10.9K- 42.2% |
$2.24M - $2.48M
|
14.9K
$3.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 37.13% |
$2.26M - $2.5M
|
18.5K
$4.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-11.2K- 23.99% |
$2.32M - $2.56M
|
35.5K
$9.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.4K- 88.92% |
$2.35M - $2.59M
|
1.42K
$374K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 20.38% |
$2.41M - $2.67M
|
45.7K
$12.1M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-11.9K- 77.38% |
$2.46M - $2.72M
|
3.48K
$919K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-12.4K- 47.09% |
$2.57M - $2.84M
|
14K
$3.69M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.9K- 56.36% |
$2.67M - $2.95M
|
10K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14.3K- 16.01% |
$2.95M - $3.25M
|
74.8K
$19.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17.2K- 50.98% |
$3.55M - $3.93M
|
16.5K
$4.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.5K- 4.02% |
$3.62M - $3.99M
|
417K
$110M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19.1K- 53.36% |
$3.95M - $4.37M
|
16.7K
$4.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-20.2K- 12.68% |
$4.18M - $4.62M
|
139K
$36.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.6K- 87.67% |
$4.26M - $4.7M
|
2.9K
$766K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-20.9K- 12.87% |
$4.31M - $4.76M
|
141K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-21K- 2.68% |
$4.33M - $4.79M
|
761K
$201M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-21.9K- 61.2% |
$4.52M - $4.99M
|
13.9K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.3K- 0.86% |
$4.6M - $5.08M
|
2.57M
$679M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-29.1K- 75.3% |
$6.01M - $6.64M
|
9.54K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38K- 63.92% |
$7.85M - $8.67M
|
21.4K
$5.67M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-75.4K- 78.58% |
$15.6M - $17.2M
|
20.5K
$5.43M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-76.2K- 13.86% |
$15.7M - $17.4M
|
473K
$125M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-110K- 37.07% |
$22.7M - $25.1M
|
186K
$49.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-128K- 27.86% |
$26.4M - $29.1M
|
331K
$87.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-130K- 28.44% |
$26.9M - $29.7M
|
328K
$86.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-143K- 82.49% |
$29.5M - $32.6M
|
30.3K
$8.01M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-156K- 95.06% |
$32.2M - $35.5M
|
8.09K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300K- 1.26% |
$61.9M - $68.4M
|
23.5M
$6.2B
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-432K- 52.16% |
$89.3M - $98.7M
|
397K
$105M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-433K- 52.18% |
$89.4M - $98.7M
|
397K
$105M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-800KClosed |
$165M - $183M
|
0
$0
|