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 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.56K+ 5057.14% |
$1.97M - $2.18M
|
9.75K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8.81K+ 78.8% |
$1.82M - $2.01M
|
20K
$5.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.77K+ 41.39% |
$1.81M - $2M
|
30K
$7.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 43.86% |
$1.78M - $1.96M
|
28.2K
$7.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.48K+ 37.04% |
$1.75M - $1.94M
|
31.4K
$8.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.45K+ 194.5% |
$1.75M - $1.93M
|
12.8K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.39K+ 19.46% |
$1.73M - $1.92M
|
51.5K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
8.28KNew |
$1.71M - $1.89M
|
8.28K
$2.19M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.21K+ 2.71% |
$1.7M - $1.87M
|
311K
$82.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.19K+ 46.15% |
$1.69M - $1.87M
|
26K
$6.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.89KNew |
$1.63M - $1.8M
|
7.89K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.66K+ 7.47% |
$1.58M - $1.75M
|
110K
$29.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.44K+ 16.17% |
$1.54M - $1.7M
|
53.4K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.24K+ 7.0% |
$1.49M - $1.65M
|
111K
$29.2M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.21K+ 22.29% |
$1.49M - $1.65M
|
39.5K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.18K+ 31.38% |
$1.48M - $1.64M
|
30.1K
$7.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.04K+ 22.01% |
$1.45M - $1.61M
|
39K
$10.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.89K+ 7.86% |
$1.42M - $1.57M
|
94.5K
$25M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.69K+ 22.76% |
$1.38M - $1.53M
|
36.1K
$9.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.65KNew |
$1.37M - $1.52M
|
6.65K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.62K+ 14.24% |
$1.37M - $1.51M
|
53.1K
$14M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.61KNew |
$1.37M - $1.51M
|
6.61K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
6.41K+ 91.15% |
$1.32M - $1.46M
|
13.4K
$3.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.39KNew |
$1.32M - $1.46M
|
6.39K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.36KNew |
$1.31M - $1.45M
|
6.36K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.2KNew |
$1.28M - $1.42M
|
6.2K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.02K+ 74.11% |
$1.24M - $1.37M
|
14.2K
$3.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.98K+ 309.69% |
$1.23M - $1.36M
|
7.91K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.96K+ 5.16% |
$1.23M - $1.36M
|
121K
$32.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.91KNew |
$1.22M - $1.35M
|
5.91K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.89K+ 18.37% |
$1.22M - $1.35M
|
38K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.81K+ 7.67% |
$1.2M - $1.32M
|
81.5K
$21.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.78K+ 17.79% |
$1.19M - $1.32M
|
38.3K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.76K+ 171.55% |
$1.19M - $1.31M
|
9.12K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 603.85% |
$1.17M - $1.29M
|
6.58K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.61K+ 12.82% |
$1.16M - $1.28M
|
49.4K
$13M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.58K+ 3.35% |
$1.15M - $1.27M
|
172K
$45.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
5.46K+ 27.78% |
$1.13M - $1.25M
|
25.1K
$6.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.37K+ 87.38% |
$1.11M - $1.23M
|
11.5K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.36K+ 37.64% |
$1.11M - $1.22M
|
19.6K
$5.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.29K+ 2.15% |
$1.09M - $1.21M
|
252K
$66.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.18K+ 7.02% |
$1.07M - $1.18M
|
79K
$20.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.17K+ 540.79% |
$1.07M - $1.18M
|
6.13K
$1.62M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.1K+ 3.12% |
$1.05M - $1.16M
|
169K
$44.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.1K+ 7.06% |
$1.05M - $1.16M
|
77.2K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
5.07K+ 22.3% |
$1.05M - $1.16M
|
27.8K
$7.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5K+ 3.26% |
$1.03M - $1.14M
|
159K
$41.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.9K+ 74.73% |
$1.01M - $1.12M
|
11.5K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.79K+ 2.09% |
$990K - $1.09M
|
234K
$61.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$987K - $1.09M
|
4.78K
$1.26M
|