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 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 6.41% |
$55.2K - $66K
|
4.12K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-282- 3.55% |
$55.2K - $66K
|
7.67K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-288- 2.27% |
$56.4K - $67.4K
|
12.4K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-292- 3.57% |
$57.1K - $68.3K
|
7.89K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-292- 4.06% |
$57.1K - $68.3K
|
6.9K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-293- 3.73% |
$57.3K - $68.5K
|
7.56K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-293- 2.31% |
$57.3K - $68.5K
|
12.4K
$3.14M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-293- 21.42% |
$57.3K - $68.5K
|
1.08K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 2.28% |
$58.1K - $69.5K
|
12.7K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 2.94% |
$58.7K - $70.2K
|
9.91K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-304- 5.14% |
$59.5K - $71.1K
|
5.61K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-313- 97.2% |
$61.2K - $73.2K
|
9
$2.28K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-323- 0.74% |
$63.2K - $75.6K
|
43.1K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-323- 3.29% |
$63.2K - $75.6K
|
9.49K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-324- 12.29% |
$63.4K - $75.8K
|
2.31K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-330- 5.95% |
$64.6K - $77.2K
|
5.22K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-330- 8.8% |
$64.6K - $77.2K
|
3.42K
$868K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-333- 0.95% |
$65.2K - $77.9K
|
34.8K
$8.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-336- 5.53% |
$65.7K - $78.6K
|
5.74K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-338- 1.87% |
$66.1K - $79.1K
|
17.8K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-339- 2.56% |
$66.3K - $79.3K
|
12.9K
$3.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-340- 2.95% |
$66.5K - $79.5K
|
11.2K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-340- 25.54% |
$66.5K - $79.5K
|
991
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-341- 2.94% |
$66.7K - $79.8K
|
11.3K
$2.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-342- 2.77% |
$66.9K - $80K
|
12K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-344- 0.68% |
$67.3K - $80.5K
|
50.5K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-346- 4.53% |
$67.7K - $80.9K
|
7.29K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-353- 2.32% |
$69.1K - $82.6K
|
14.8K
$3.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-355- 0.62% |
$69.5K - $83.1K
|
57.3K
$14.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-361- 20.19% |
$70.6K - $84.5K
|
1.43K
$362K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-364- 3.28% |
$71.2K - $85.2K
|
10.7K
$2.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-372- 38.71% |
$72.8K - $87K
|
589
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-373- 1.53% |
$73K - $87.3K
|
24K
$6.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-376- 4.32% |
$73.6K - $88K
|
8.33K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-376- 1.13% |
$73.6K - $88K
|
32.8K
$8.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-376- 1.41% |
$73.6K - $88K
|
26.3K
$6.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-379- 11.27% |
$74.2K - $88.7K
|
2.99K
$757K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-386- 14.66% |
$75.5K - $90.3K
|
2.25K
$570K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-392- 0.87% |
$76.7K - $91.7K
|
44.6K
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-398- 11.1% |
$77.9K - $93.1K
|
3.19K
$809K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-400- 50.0% |
$78.3K - $93.6K
|
400
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-400- 48.96% |
$78.3K - $93.6K
|
417
$106K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-411- 2.78% |
$80.4K - $96.2K
|
14.4K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-413- 4.8% |
$80.8K - $96.6K
|
8.19K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-415- 7.72% |
$81.2K - $97.1K
|
4.96K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-419- 1.26% |
$82K - $98K
|
32.8K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-423- 14.51% |
$82.8K - $99K
|
2.49K
$633K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-428- 2.33% |
$83.7K - $100K
|
18K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-440- 5.05% |
$86.1K - $103K
|
8.27K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-448- 0.27% |
$87.7K - $105K
|
164K
$41.6M
|