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 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.06% |
$196 - $234
|
1.59K
$427K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
1+ 0.74% |
$196 - $234
|
137
$36.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$196 - $234
|
219
$58.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.02% |
$196 - $234
|
4.14K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.55% |
$196 - $234
|
182
$49K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1+ 0.04% |
$196 - $234
|
2.55K
$685K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$196 - $234
|
1.26K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.02% |
$196 - $234
|
4.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$196 - $234
|
1.88K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.02% |
$196 - $234
|
4.19K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.22% |
$196 - $234
|
460
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$196 - $234
|
236
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.24% |
$196 - $234
|
425
$114K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$196 - $234
|
1
$269
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$196 - $234
|
176
$47.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1- 0.01% |
$196 - $234
|
7.47K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.05% |
$196 - $234
|
2.17K
$583K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1- 0.04% |
$196 - $234
|
2.25K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.1% |
$196 - $234
|
962
$259K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 1.1% |
$391 - $468
|
180
$48.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2- 0.03% |
$391 - $468
|
5.98K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 3.92% |
$391 - $468
|
49
$13.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.36% |
$391 - $468
|
552
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-3- 0.19% |
$587 - $702
|
1.56K
$420K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 23.08% |
$587 - $702
|
10
$2.69K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.22% |
$587 - $702
|
1.37K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4- 44.44% |
$783 - $936
|
5
$1.35K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6- 0.02% |
$1.17K - $1.4K
|
27.2K
$7.31M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-7- 1.94% |
$1.37K - $1.64K
|
353
$95K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 2.31% |
$1.37K - $1.64K
|
296
$79.7K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 2.31% |
$1.37K - $1.64K
|
296
$79.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-8- 0.53% |
$1.57K - $1.87K
|
1.5K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-8- 0.1% |
$1.57K - $1.87K
|
7.79K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8- 0.44% |
$1.57K - $1.87K
|
1.8K
$485K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9- 0.19% |
$1.76K - $2.11K
|
4.76K
$1.28M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9- 0.78% |
$1.76K - $2.11K
|
1.15K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.4% |
$1.96K - $2.34K
|
2.5K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-10- 0.83% |
$1.96K - $2.34K
|
1.19K
$321K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-11- 0.49% |
$2.15K - $2.57K
|
2.21K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.3% |
$2.15K - $2.57K
|
837
$225K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11- 32.35% |
$2.15K - $2.57K
|
23
$6.19K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-12- 0.13% |
$2.35K - $2.81K
|
9.53K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-12- 0.82% |
$2.35K - $2.81K
|
1.45K
$390K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-13- 0.35% |
$2.54K - $3.04K
|
3.71K
$999K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-14- 0.22% |
$2.74K - $3.28K
|
6.26K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-14- 0.1% |
$2.74K - $3.28K
|
14K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14- 1.11% |
$2.74K - $3.28K
|
1.25K
$335K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15- 0.72% |
$2.93K - $3.51K
|
2.08K
$559K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-15- 0.69% |
$2.93K - $3.51K
|
2.15K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-15- 1.06% |
$2.93K - $3.51K
|
1.4K
$377K
|