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 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
197+ 4.12% |
$38.5K - $46.1K
|
4.98K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
197+ 50.9% |
$38.5K - $46.1K
|
584
$157K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
191+ 13.03% |
$37.4K - $44.7K
|
1.66K
$446K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
190+ 2.51% |
$37.2K - $44.5K
|
7.75K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 0.74% |
$37K - $44.2K
|
25.6K
$6.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
189+ 12.07% |
$37K - $44.2K
|
1.76K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
189+ 0.95% |
$37K - $44.2K
|
20.2K
$5.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
188+ 2.36% |
$36.8K - $44K
|
8.17K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
187+ 10.37% |
$36.6K - $43.7K
|
1.99K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
184+ 7.31% |
$36K - $43K
|
2.7K
$727K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
181+ 80.44% |
$35.4K - $42.3K
|
406
$109K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
180+ 4.41% |
$35.2K - $42.1K
|
4.26K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
178+ 15.27% |
$34.8K - $41.6K
|
1.34K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
177New |
$34.6K - $41.4K
|
177
$47.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
176+ 1.64% |
$34.4K - $41.2K
|
10.9K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
174+ 0.38% |
$34K - $40.7K
|
46K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
170+ 3.43% |
$33.3K - $39.8K
|
5.13K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
167+ 17.34% |
$32.7K - $39.1K
|
1.13K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
166+ 12.27% |
$32.5K - $38.8K
|
1.52K
$409K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
165+ 1.94% |
$32.3K - $38.6K
|
8.65K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
165+ 6.34% |
$32.3K - $38.6K
|
2.77K
$745K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
165New |
$32.3K - $38.6K
|
165
$44.4K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
165+ 6.34% |
$32.3K - $38.6K
|
2.77K
$745K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
163+ 132.52% |
$31.9K - $38.1K
|
286
$77K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
163+ 5.04% |
$31.9K - $38.1K
|
3.4K
$914K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
163+ 0.91% |
$31.9K - $38.1K
|
18.1K
$4.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
162+ 0.2% |
$31.7K - $37.9K
|
81.7K
$22M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
161+ 7.51% |
$31.5K - $37.7K
|
2.31K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
157New |
$30.7K - $36.7K
|
157
$42.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
156New |
$30.5K - $36.5K
|
156
$42K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
156+ 1.39% |
$30.5K - $36.5K
|
11.4K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
155New |
$30.3K - $36.3K
|
155
$41.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
152+ 0.94% |
$29.7K - $35.6K
|
16.4K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
152+ 3.63% |
$29.7K - $35.6K
|
4.34K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
152+ 1.4% |
$29.7K - $35.6K
|
11K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
150+ 12.99% |
$29.3K - $35.1K
|
1.31K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
150New |
$29.3K - $35.1K
|
150
$40.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
145+ 12.37% |
$28.4K - $33.9K
|
1.32K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
144+ 1.78% |
$28.2K - $33.7K
|
8.22K
$2.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
142+ 6.29% |
$27.8K - $33.2K
|
2.4K
$645K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
141+ 1.76% |
$27.6K - $33K
|
8.15K
$2.19M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
141+ 1.16% |
$27.6K - $33K
|
12.3K
$3.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
140New |
$27.4K - $32.8K
|
140
$37.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
139New |
$27.2K - $32.5K
|
139
$37.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
138+ 1.45% |
$27K - $32.3K
|
9.63K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
135+ 0.41% |
$26.4K - $31.6K
|
33.4K
$8.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
134New |
$26.2K - $31.3K
|
134
$36.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
128+ 3.15% |
$25K - $29.9K
|
4.2K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
127+ 6.66% |
$24.8K - $29.7K
|
2.03K
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
127New |
$24.8K - $29.7K
|
127
$34.2K
|