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 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
767+ 0.83% |
$158K - $175K
|
92.7K
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
756+ 1.52% |
$156K - $173K
|
50.7K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
749+ 7.36% |
$155K - $171K
|
10.9K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
740+ 1.29% |
$153K - $169K
|
58.2K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
733+ 16.81% |
$151K - $167K
|
5.09K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
731New |
$151K - $167K
|
731
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
723New |
$149K - $165K
|
723
$198K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
718+ 0.84% |
$148K - $164K
|
85.7K
$23.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
715+ 2.31% |
$148K - $163K
|
31.7K
$8.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
715+ 0.97% |
$148K - $163K
|
74.3K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
714+ 18.29% |
$148K - $163K
|
4.62K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
713+ 14.66% |
$147K - $163K
|
5.58K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
708+ 5.98% |
$146K - $162K
|
12.6K
$3.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
702+ 2.07% |
$145K - $160K
|
34.7K
$9.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
697+ 4.23% |
$144K - $159K
|
17.2K
$4.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
688+ 7.57% |
$142K - $157K
|
9.78K
$2.68M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
688+ 2.64% |
$142K - $157K
|
26.7K
$7.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
677+ 1.51% |
$140K - $155K
|
45.5K
$12.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
669+ 8.34% |
$138K - $153K
|
8.69K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
661+ 2.15% |
$137K - $151K
|
31.4K
$8.6M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
654+ 1.32% |
$135K - $149K
|
50.1K
$13.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
644+ 5.78% |
$133K - $147K
|
11.8K
$3.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
643+ 4.58% |
$133K - $147K
|
14.7K
$4.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
643+ 39.21% |
$133K - $147K
|
2.28K
$624K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
636+ 2.33% |
$131K - $145K
|
27.9K
$7.64M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
635+ 4.0% |
$131K - $145K
|
16.5K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
631+ 11.4% |
$130K - $144K
|
6.17K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
615+ 24.34% |
$127K - $140K
|
3.14K
$859K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
614+ 1.13% |
$127K - $140K
|
54.9K
$15M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
609+ 1.21% |
$126K - $139K
|
50.8K
$13.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
600New |
$124K - $137K
|
600
$164K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
573+ 11.12% |
$118K - $131K
|
5.73K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
569+ 22.39% |
$118K - $130K
|
3.11K
$851K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
561+ 1.9% |
$116K - $128K
|
30.1K
$8.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
560+ 2.39% |
$116K - $128K
|
24K
$6.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
560+ 26.07% |
$116K - $128K
|
2.71K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
554+ 4.58% |
$114K - $126K
|
12.6K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
552New |
$114K - $126K
|
552
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
547+ 4.7% |
$113K - $125K
|
12.2K
$3.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
543+ 2.62% |
$112K - $124K
|
21.3K
$5.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
533+ 20.24% |
$110K - $122K
|
3.17K
$866K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
531+ 15.32% |
$110K - $121K
|
4K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
525+ 1.27% |
$108K - $120K
|
41.9K
$11.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
525+ 2.14% |
$108K - $120K
|
25.1K
$6.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
519+ 15.78% |
$107K - $118K
|
3.81K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
518+ 1.3% |
$107K - $118K
|
40.4K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
516+ 6.61% |
$107K - $118K
|
8.32K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
515+ 9.67% |
$106K - $118K
|
5.84K
$1.6M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
515+ 1.41% |
$106K - $118K
|
37K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
513+ 1.08% |
$106K - $117K
|
47.9K
$13.1M
|