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 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-450- 8.99% |
$88K - $105K
|
4.56K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-451- 0.4% |
$88.2K - $106K
|
112K
$28.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-452- 4.17% |
$88.4K - $106K
|
10.4K
$2.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-454- 35.33% |
$88.8K - $106K
|
831
$211K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-455- 56.38% |
$89K - $106K
|
352
$89.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-458- 32.83% |
$89.6K - $107K
|
937
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-460- 0.71% |
$90K - $108K
|
64.2K
$16.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-468- 5.38% |
$91.6K - $109K
|
8.24K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-474- 5.34% |
$92.7K - $111K
|
8.4K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-474- 4.09% |
$92.7K - $111K
|
11.1K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-478- 0.84% |
$93.5K - $112K
|
56.2K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-480- 0.53% |
$93.9K - $112K
|
90.8K
$23M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-493- 1.7% |
$96.5K - $115K
|
28.5K
$7.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-493- 1.47% |
$96.5K - $115K
|
33K
$8.36M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-498- 97.27% |
$97.4K - $117K
|
14
$3.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-499- 2.98% |
$97.6K - $117K
|
16.2K
$4.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-500- 32.81% |
$97.8K - $117K
|
1.02K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-510- 6.45% |
$99.8K - $119K
|
7.4K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-510- 0.12% |
$99.8K - $119K
|
417K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-510- 34.21% |
$99.8K - $119K
|
981
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-512- 1.48% |
$100K - $120K
|
34K
$8.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-513- 9.28% |
$100K - $120K
|
5.02K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-519- 1.44% |
$102K - $121K
|
35.6K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-522- 2.77% |
$102K - $122K
|
18.3K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-526- 16.61% |
$103K - $123K
|
2.64K
$670K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-528- 3.52% |
$103K - $124K
|
14.5K
$3.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-530- 3.15% |
$104K - $124K
|
16.3K
$4.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-530- 3.78% |
$104K - $124K
|
13.5K
$3.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-535- 14.66% |
$105K - $125K
|
3.12K
$790K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-535- 1.13% |
$105K - $125K
|
46.9K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-539- 3.96% |
$105K - $126K
|
13.1K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-547- 2.48% |
$107K - $128K
|
21.5K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-555- 16.17% |
$109K - $130K
|
2.88K
$730K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-563- 3.67% |
$110K - $132K
|
14.8K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-563- 24.54% |
$110K - $132K
|
1.73K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-565- 13.24% |
$111K - $132K
|
3.7K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-571- 0.73% |
$112K - $134K
|
77.6K
$19.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-572- 22.51% |
$112K - $134K
|
1.97K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-572- 7.59% |
$112K - $134K
|
6.96K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-573- 3.61% |
$112K - $134K
|
15.3K
$3.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-576- 19.2% |
$113K - $135K
|
2.42K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-588- 2.82% |
$115K - $138K
|
20.3K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-591- 2.4% |
$116K - $138K
|
24.1K
$6.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-608- 6.28% |
$119K - $142K
|
9.08K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-623- 2.12% |
$122K - $146K
|
28.7K
$7.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-644- 1.87% |
$126K - $151K
|
33.7K
$8.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-648- 1.25% |
$127K - $152K
|
51K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-666- 5.37% |
$130K - $156K
|
11.7K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-670- 6.32% |
$131K - $157K
|
9.93K
$2.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-676- 7.99% |
$132K - $158K
|
7.79K
$1.98M
|