Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
288+ 2.87% |
$56.4K - $67.4K
|
10.3K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
288+ 9.26% |
$56.4K - $67.4K
|
3.4K
$860K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
288+ 2.87% |
$56.4K - $67.4K
|
10.3K
$2.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
287+ 47.83% |
$56.2K - $67.1K
|
887
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
287+ 4.91% |
$56.2K - $67.1K
|
6.13K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
285New |
$55.8K - $66.7K
|
285
$72.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
285+ 40.71% |
$55.8K - $66.7K
|
985
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$55.4K - $66.2K
|
283
$71.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
283+ 11.48% |
$55.4K - $66.2K
|
2.75K
$695K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
281+ 0.22% |
$55K - $65.7K
|
126K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
281+ 0.42% |
$55K - $65.7K
|
67.9K
$17.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
279+ 3.92% |
$54.6K - $65.3K
|
7.39K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 6.78% |
$54.6K - $65.3K
|
4.39K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
278+ 0.52% |
$54.4K - $65K
|
53.9K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
275+ 16.14% |
$53.8K - $64.3K
|
1.98K
$501K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
275+ 4.37% |
$53.8K - $64.3K
|
6.57K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
271+ 15.31% |
$53K - $63.4K
|
2.04K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
262+ 19.74% |
$51.3K - $61.3K
|
1.59K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
262+ 10.72% |
$51.3K - $61.3K
|
2.71K
$685K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
260+ 2.37% |
$50.9K - $60.8K
|
11.2K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
251+ 17.39% |
$49.1K - $58.7K
|
1.69K
$429K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
250+ 11.38% |
$48.9K - $58.5K
|
2.45K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$48.9K - $58.5K
|
250
$63.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
249+ 2.34% |
$48.7K - $58.3K
|
10.9K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
249+ 9.92% |
$48.7K - $58.3K
|
2.76K
$698K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
248+ 2.26% |
$48.5K - $58K
|
11.2K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
248+ 21.83% |
$48.5K - $58K
|
1.38K
$350K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
247+ 15.27% |
$48.3K - $57.8K
|
1.87K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
244+ 23.9% |
$47.7K - $57.1K
|
1.27K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
242New |
$47.3K - $56.6K
|
242
$61.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
241+ 11.74% |
$47.2K - $56.4K
|
2.29K
$580K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
240+ 21.49% |
$47K - $56.1K
|
1.36K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
240+ 11.32% |
$47K - $56.1K
|
2.36K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
235+ 23.04% |
$46K - $55K
|
1.26K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 0.83% |
$46K - $55K
|
28.7K
$7.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
230New |
$45K - $53.8K
|
230
$58.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
229+ 432.08% |
$44.8K - $53.6K
|
282
$71.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
229+ 10.03% |
$44.8K - $53.6K
|
2.51K
$636K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
225+ 0.59% |
$44K - $52.6K
|
38.5K
$9.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
225+ 5.43% |
$44K - $52.6K
|
4.37K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
224+ 2.76% |
$43.8K - $52.4K
|
8.34K
$2.11M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
224+ 4.44% |
$43.8K - $52.4K
|
5.27K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
223+ 6.68% |
$43.6K - $52.2K
|
3.56K
$901K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
220+ 5.1% |
$43K - $51.5K
|
4.54K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
220+ 0.95% |
$43K - $51.5K
|
23.5K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
214+ 6.81% |
$41.9K - $50.1K
|
3.36K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
214+ 6.48% |
$41.9K - $50.1K
|
3.52K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
214+ 12.28% |
$41.9K - $50.1K
|
1.96K
$495K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
213+ 26.13% |
$41.7K - $49.8K
|
1.03K
$260K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$41.5K - $49.6K
|
212
$53.7K
|