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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 1.42% |
$8.8K - $10.5K
|
3.12K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-45- 1.93% |
$8.8K - $10.5K
|
2.29K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-45- 3.0% |
$8.8K - $10.5K
|
1.45K
$391K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-46- 0.57% |
$9K - $10.8K
|
8.04K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 1.09% |
$9.39K - $11.2K
|
4.35K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-48- 0.8% |
$9.39K - $11.2K
|
5.97K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-49- 0.59% |
$9.59K - $11.5K
|
8.26K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 1.6% |
$9.78K - $11.7K
|
3.08K
$828K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-50- 1.36% |
$9.78K - $11.7K
|
3.64K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-50- 0.81% |
$9.78K - $11.7K
|
6.11K
$1.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-51- 0.02% |
$9.98K - $11.9K
|
223K
$60.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-51- 5.69% |
$9.98K - $11.9K
|
846
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-52- 4.49% |
$10.2K - $12.2K
|
1.11K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-52- 1.43% |
$10.2K - $12.2K
|
3.6K
$968K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-52- 4.17% |
$10.2K - $12.2K
|
1.2K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-52- 2.05% |
$10.2K - $12.2K
|
2.48K
$667K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-54- 3.94% |
$10.6K - $12.6K
|
1.32K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-54- 14.4% |
$10.6K - $12.6K
|
321
$86.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.34% |
$11K - $13.1K
|
16.5K
$4.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-56- 0.79% |
$11K - $13.1K
|
7.04K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-56- 1.67% |
$11K - $13.1K
|
3.3K
$888K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-57- 0.82% |
$11.2K - $13.3K
|
6.85K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-57- 9.56% |
$11.2K - $13.3K
|
539
$145K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-60- 3.22% |
$11.7K - $14K
|
1.8K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-60- 0.82% |
$11.7K - $14K
|
7.24K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-61- 4.68% |
$11.9K - $14.3K
|
1.24K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-62- 1.74% |
$12.1K - $14.5K
|
3.5K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-63- 6.11% |
$12.3K - $14.7K
|
968
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-64- 0.24% |
$12.5K - $15K
|
26.3K
$7.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-64- 2.55% |
$12.5K - $15K
|
2.45K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-66- 3.54% |
$12.9K - $15.4K
|
1.8K
$484K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-67- 1.53% |
$13.1K - $15.7K
|
4.31K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-68- 3.13% |
$13.3K - $15.9K
|
2.11K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-69- 3.89% |
$13.5K - $16.1K
|
1.71K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-70- 4.24% |
$13.7K - $16.4K
|
1.58K
$426K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-70- 1.82% |
$13.7K - $16.4K
|
3.77K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-71- 0.87% |
$13.9K - $16.6K
|
8.12K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-72- 2.48% |
$14.1K - $16.8K
|
2.83K
$763K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-77- 2.48% |
$15.1K - $18K
|
3.02K
$814K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-77- 0.88% |
$15.1K - $18K
|
8.67K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-78- 3.93% |
$15.3K - $18.2K
|
1.91K
$513K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-81- 3.49% |
$15.8K - $18.9K
|
2.24K
$602K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-81- 5.39% |
$15.8K - $18.9K
|
1.42K
$383K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-82- 7.35% |
$16K - $19.2K
|
1.03K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-83- 0.58% |
$16.2K - $19.4K
|
14.3K
$3.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-84- 1.77% |
$16.4K - $19.7K
|
4.65K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-84- 2.38% |
$16.4K - $19.7K
|
3.45K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-86- 6.45% |
$16.8K - $20.1K
|
1.25K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-86- 3.61% |
$16.8K - $20.1K
|
2.3K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-86- 5.42% |
$16.8K - $20.1K
|
1.5K
$404K
|