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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-78- 3.93% |
$15.3K - $18.2K
|
1.91K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-81- 3.49% |
$15.8K - $18.9K
|
2.24K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-81- 5.39% |
$15.8K - $18.9K
|
1.42K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-82- 7.35% |
$16K - $19.2K
|
1.03K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-83- 0.58% |
$16.2K - $19.4K
|
14.3K
$3.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-84- 1.77% |
$16.4K - $19.7K
|
4.65K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-84- 2.38% |
$16.4K - $19.7K
|
3.45K
$874K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-86- 6.45% |
$16.8K - $20.1K
|
1.25K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-86- 3.61% |
$16.8K - $20.1K
|
2.3K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-86- 5.42% |
$16.8K - $20.1K
|
1.5K
$381K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-86- 5.39% |
$16.8K - $20.1K
|
1.51K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-87- 0.78% |
$17K - $20.4K
|
11.1K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-87- 8.55% |
$17K - $20.4K
|
930
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-87- 1.42% |
$17K - $20.4K
|
6.03K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-89- 2.98% |
$17.4K - $20.8K
|
2.89K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-89- 5.14% |
$17.4K - $20.8K
|
1.64K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-90- 0.95% |
$17.6K - $21.1K
|
9.41K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-93- 2.58% |
$18.2K - $21.8K
|
3.52K
$892K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-93- 5.57% |
$18.2K - $21.8K
|
1.58K
$400K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-93- 2.27% |
$18.2K - $21.8K
|
4K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-96- 1.84% |
$18.8K - $22.5K
|
5.12K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-97- 0.76% |
$19K - $22.7K
|
12.7K
$3.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 0.88% |
$19.2K - $22.9K
|
11.1K
$2.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-99- 3.0% |
$19.4K - $23.2K
|
3.2K
$812K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-100- 9.43% |
$19.6K - $23.4K
|
961
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.28% |
$19.6K - $23.4K
|
7.71K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 7.95% |
$19.6K - $23.4K
|
1.16K
$294K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 4.15% |
$19.6K - $23.4K
|
2.31K
$586K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 4.55% |
$19.6K - $23.4K
|
2.1K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-100- 2.2% |
$19.6K - $23.4K
|
4.46K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-100- 7.5% |
$19.6K - $23.4K
|
1.23K
$313K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-101- 3.14% |
$19.8K - $23.6K
|
3.12K
$791K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-101- 1.28% |
$19.8K - $23.6K
|
7.76K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-103- 6.12% |
$20.2K - $24.1K
|
1.58K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-104- 5.79% |
$20.3K - $24.3K
|
1.69K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-105- 3.88% |
$20.5K - $24.6K
|
2.6K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-106- 0.48% |
$20.7K - $24.8K
|
22.1K
$5.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-106- 0.95% |
$20.7K - $24.8K
|
11.1K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-106- 9.8% |
$20.7K - $24.8K
|
976
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-107- 2.32% |
$20.9K - $25K
|
4.51K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-108- 2.53% |
$21.1K - $25.3K
|
4.15K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-110- 7.31% |
$21.5K - $25.7K
|
1.39K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-113- 9.32% |
$22.1K - $26.4K
|
1.1K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 4.31% |
$22.5K - $26.9K
|
2.55K
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-115- 8.3% |
$22.5K - $26.9K
|
1.27K
$322K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-116- 2.68% |
$22.7K - $27.1K
|
4.21K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-117- 8.05% |
$22.9K - $27.4K
|
1.34K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-117- 2.22% |
$22.9K - $27.4K
|
5.16K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-117- 50.21% |
$22.9K - $27.4K
|
116
$29.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-118- 0.35% |
$23.1K - $27.6K
|
33.8K
$8.59M
|