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 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.1K+ 4.51% |
$227K - $251K
|
25.5K
$6.97M
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.09K+ 114.44% |
$226K - $250K
|
2.05K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.09K+ 6.24% |
$225K - $249K
|
18.5K
$5.07M
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
1.02KNew |
$211K - $233K
|
1.02K
$279K
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.02K+ 29.12% |
$210K - $232K
|
4.5K
$1.23M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 2.34% |
$209K - $231K
|
44.4K
$12.1M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.01K+ 1.59% |
$209K - $231K
|
64.6K
$17.7M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1K+ 8.92% |
$207K - $228K
|
12.2K
$3.34M
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
995New |
$206K - $227K
|
995
$272K
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
976+ 2.91% |
$202K - $223K
|
34.6K
$9.45M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
969+ 4.58% |
$200K - $221K
|
22.1K
$6.05M
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
964+ 1.39% |
$199K - $220K
|
70.3K
$19.2M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
957+ 0.73% |
$198K - $218K
|
132K
$36.2M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
948+ 4.38% |
$196K - $216K
|
22.6K
$6.18M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
946+ 96.04% |
$195K - $216K
|
1.93K
$528K
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
945+ 2.83% |
$195K - $216K
|
34.4K
$9.41M
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
939+ 33.27% |
$194K - $214K
|
3.76K
$1.03M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
938+ 3.39% |
$194K - $214K
|
28.6K
$7.83M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
935+ 3.72% |
$193K - $213K
|
26.1K
$7.13M
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
930+ 4.85% |
$192K - $212K
|
20.1K
$5.5M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
926+ 7.09% |
$191K - $211K
|
14K
$3.83M
|
|
Nov 07, 2023
Q3 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
900+ 1.36% |
$186K - $205K
|
67.3K
$18.4M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
899+ 6.81% |
$186K - $205K
|
14.1K
$3.86M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
896+ 40.63% |
$185K - $204K
|
3.1K
$848K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
893+ 8.4% |
$184K - $204K
|
11.5K
$3.15M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
888+ 20.7% |
$183K - $203K
|
5.18K
$1.42M
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
888+ 13.81% |
$183K - $203K
|
7.32K
$2M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
873+ 259.05% |
$180K - $199K
|
1.21K
$331K
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
864+ 14.91% |
$179K - $197K
|
6.66K
$1.82M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
861+ 8.54% |
$178K - $197K
|
10.9K
$2.99M
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
857+ 3.41% |
$177K - $196K
|
26K
$7.11M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
839+ 60.49% |
$173K - $191K
|
2.23K
$609K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
838+ 1.86% |
$173K - $191K
|
45.9K
$12.6M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
836+ 38.94% |
$173K - $191K
|
2.98K
$816K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
826+ 6.85% |
$171K - $189K
|
12.9K
$3.52M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
818+ 3.75% |
$169K - $187K
|
22.6K
$6.19M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
817New |
$169K - $186K
|
817
$223K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
814+ 0.94% |
$168K - $186K
|
87.4K
$23.9M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
810+ 3.35% |
$167K - $185K
|
25K
$6.83M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
805+ 17.35% |
$166K - $184K
|
5.44K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
801+ 53.65% |
$165K - $183K
|
2.29K
$628K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
797+ 5.6% |
$165K - $182K
|
15K
$4.11M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
794+ 3.17% |
$164K - $181K
|
25.8K
$7.06M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
792+ 31.11% |
$164K - $181K
|
3.34K
$913K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
790+ 25.94% |
$163K - $180K
|
3.84K
$1.05M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
787+ 0.58% |
$163K - $180K
|
136K
$37.2M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
787+ 25.7% |
$163K - $180K
|
3.85K
$1.05M
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
781+ 1.88% |
$161K - $178K
|
42.3K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
776New |
$160K - $177K
|
776
$212K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
774+ 32.4% |
$160K - $177K
|
3.16K
$865K
|